2009 Review of Document Management Systems
Document Management Takes Off, But Firms Still Seek Guidance
- Acct1st Technology Group - EDRMS
- Acct1st continues to market its product as a $1 per day, per user solution. And while the pricing model hasn’t changed, some of the usability and functionality has.
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- Autonomy Inc. - Autonomy iManage WorkSite 8.5
- Since our review last year, Interwoven was acquired by Autonomy, a worldwide enterprise with $4 billion market capitalization, 20,000 customers and 2,000 employees. Worksite is currently in use at 11 of the top 30 U.S.-based accounting firms.
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- Cabinet NG, Inc. - CNG-Safe & CNG-Books
- CNG-SAFE is a “horizontal” solution designed to work in virtually any industry, but the accounting market is one of the vendor’s primary focuses. The system is available in a web hosted (SaaS model) or in-house solution.
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- CAPSYS - Capsys Capture
- Related Article: One of the biggest challenges of writing a review of document management solutions is dealing with the scope of the application. A comprehensive electronic document management solution (EDMS) requires four key components; capture, storage, processing (documents) and distribution.
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- CCH, a Wolters Kluwer business - ProSystem fx Document ASP
- The evolution of ProSystem fx Document continues to progress very nicely since CCH acquired it. They've recently added a web hosted option for firms that don’t want to deal with the challenges of implementing and managing the server infrastructure required to deliver Document throughout the enterprise.
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- Computhink, Inc. - ViewWise
- ViewWise is designed to work in many different industries including manufacturing, healthcare and financial services. The entire suite of modules available provides you with the opportunity to establish a comprehensive paperless workflow solution.
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- Conarc, Inc. - iChannel
- iChannel is a new entry in our document management review, and they have emerged as a formidable competitor in the accounting profession’s document management systems market. iChannel is a horizontal solution; however, nearly 50 percent of the vendor’s clients are in the accounting and financial services professions.
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- Doc.It Corp. - Doc.It
- Doc.It takes a very deliberate approach to its design strategy. This is particularly evident in the development of its two core modules. One is the WIP binder for document management of dynamic files that are actively in use for a particular engagement.
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- FileVision USA - FileVision
- FileVision is perhaps the one product in this review that most closely resembles a content management solution. The scope of modules available includes enterprise content management, intelligent capture, business process automation and knowledge management.
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- Personable Inc. - Workflow DMS & SourceLink
- SourceLink is a niche solution focused on direct integration with QuickBooks and Microsoft Office Accounting. The team at Personable continues to expand the breadth and depth of functionality. This year, they have released WorkFlow DMS, which can be used independent of SourceLink.
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- Thomson Reuters - GoFileRoom
- If you were to review the archives of my previous EDMS reviews in this magazine, you would find that I have consistently emphasized GoFileRoom’s intuitive, easy-to-use interface.
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- Thomson Reuters - FileCabinet CS
- FileCabinet CS completes the circle of the Thomson Reuters CS suite of tax and accounting applications. If your firm has one or more of the other CS applications deployed, then FileCabinet CS should be on your short list of potential DMS solutions.
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- Treeno Software - Treeno Document Management
- Related Article: Although they’ve been around the document management space for seven years, with a focus on other verticals, we recently discovered Treeno Software’s document management solution at the New Jersey Accounting, Business and Technology Show.
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- 2009 Review of Document Management Systems — Comparison Chart
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