How to Integrate eFax into Your Bookkeeping Practice

Are you tired of dealing with the hassle of traditional faxing? Do you want to ensure that the files you receive are secure and don’t come with malware or viruses? If yes, you may want to look at how to integrate eFax. This may be the solution you’ve been looking for.  

By integrating eFax into your bookkeeping practice, you can streamline your faxing process. This, in turn, may save time and effort. It will also ensure that your organization is protected from security threats. This article will show you how to integrate eFax into your bookkeeping practice and how it can benefit your business.

What is eFax?

eFax is an online faxing service that allows users to send or receive faxes via email. With eFax, there’s no need for a physical fax machine. 

To use eFax, users must sign up for an account at eFax.com and choose a virtual fax number. They can then use this fax number to deliver and receive faxes through their email account. 

eFax offers a variety of pricing plans with different features, such as the ability to send a large number of faxes.

Benefits of eFax

• Convenience – eFax saves you time and makes it easier to transmit documents.
• Cost savings – Using eFax can save you money on supplies such as paper and ink and long-distance phone charges. It can also reduce the need for office equipment, such as fax machines. This can save you money on maintenance and repair costs.
• Improved security – Faxing sensitive financial documents can be risky, as they can be intercepted or get lost in transit. With eFax, your documents are transmitted electronically, which can reduce the risk of loss or theft.
• Increased efficiency – By streamlining your faxing process with eFax, you can save time and improve your overall efficiency. This can free up more time for other important tasks and help your business run more smoothly.

eFax is a convenient and efficient way to send or receive faxes. Here’s a guide to help you integrate eFax into your bookkeeping practice.

Sign Up for an eFax Account

The first step in integrating eFax into your bookkeeping practice is to sign up for an eFax account. There are several options available, ranging from accounts with limited features to paid accounts with more advanced features. It’s important to choose the right account for your needs. This will determine the features and capabilities you have access to.

To sign up for an eFax account, simply open the eFax website, sign up, choose a plan and a virtual fax number, and enter your billing information. Once you’ve completed these steps, your eFax account will be set up. From here, you’ll be able to start sending and receiving faxes via email.

Configure Your eFax Account

Once you’ve signed up for an eFax account, you will need to configure your account to suit your needs. This may include setting up your email address and customizing your account settings. You can usually do this through the eFax website or through a mobile app.

You may customize your account settings to suit your needs. This may include choosing your preferred language, setting up email notifications, and specifying your fax cover page preferences.

Connect Your eFax Account to Your Bookkeeping Software

In order to integrate eFax into your bookkeeping practice, you’ll need to connect your eFax account to your bookkeeping software. This will allow you to deliver and receive faxes directly from within your bookkeeping software, without the need to switch between different applications.

There are several ways to do this, depending on the bookkeeping software you’re using. Some bookkeeping software has native eFax integration, which means you can connect your eFax account directly from within the software. Others may require you to use a third-party integration tool.

Start Using eFax for Your Bookkeeping Tasks

Once you‘ve connected your eFax account to your bookkeeping software, you can start using it for your bookkeeping tasks. This may include sending invoices, receipts, and other documents to clients, as well as receiving documents from vendors and other stakeholders.

To deliver a fax from within your bookkeeping software, simply select the ‘Send Fax’ option, enter the recipient’s fax number, attach the document you’ll send, and click ‘Send.’ The fax will be sent electronically using your eFax account, and you’ll get a confirmation when it has been delivered.

To receive a fax, you’ll also need a virtual fax number. This is a unique fax number that’s assigned to your eFax account and can be used by others to send faxes to you. When you receive a fax, it’ll be delivered to your eFax account, and you can view it directly from within your bookkeeping software.

Why You Should Integrate eFax – Summary 

Integrating eFax into your bookkeeping practice can be a simple and effective way to streamline your faxing process and save time and effort. By using eFax for tasks such as sending invoices to clients, receiving financial statements from banks and other financial institutions, and sending and receiving tax documents, you can easily and quickly transmit the documents you need without a physical fax machine. 

Signing up for an eFax account and connecting it to your email are easy, and using the service is as simple as sending an email. Consider giving eFax a try and see how much it can benefit your bookkeeping practice.