2009 Review of Document Storage Systems
Document Storage Systems Offer Affordable Organization Tools
- AccountantsWorld - CyberCabinet
- AccountantsWorld provides an extended suite of web-based applications targeted towards the sole practitioner and small firms to provide their clients with comprehensive tax, payroll and accounting services, all delivered via the web.
- Read Full Review
- CCH Small Firm Services - ATX/TaxWise Scan&Fill
- This application is designed primarily for tax practices that are using either the ATX or TaxWise tax preparation products. Either of these products will integrate directly into the Scan&Fill product for the respective product line.
- Read Full Review
- Drake Software - Drake Document Manager
- The Drake Document Manager (DM) is included free of charge with the purchase of the Drake Tax Software. In its most simplistic form, you can use the Drake DM as a repository to directly print your tax returns and store them. However, you also have the ability to set up a folder structure to store any other files.
- Read Full Review
- eFileCabinet, Inc. - eFileCabinet
- This solution is what we would classify as a horizontal document storage system. This means that it is designed to work in any type of business, not just tax and accounting firms. However, due to the fact that the founder who originally designed eFileCabinet is a CPA, accounting firms continue to be its primary market.
- Read Full Review
- Intuit - Lacerte DMS & ProSeries DMS
- We’ll kill two birds with one stone on this review. The Lacerte DMS and Pro-Series DMS products are variations of the same DMS platform designed by Intuit for the Lacerte and ProSeries tax software packages respectively.
- Read Full Review
- Office Tools Professional
- Office Tools Pro is in a class of its own because of the nature of the integrated suite of applications that are bundled into one complete package. In addition to basic document storage capability, OTP provides the following applications: contact manager, calendar, project management, time tracking and billing.
- Read Full Review
- REDGEAR Technologies - ArkWorks
- ArkWorks is developed and distributed by REDGEAR Technologies, the producers of TaxWorks professional tax preparation software. In my opening remarks to this review section, I made the point that the line that separates document storage systems from document management systems is not black and white.
- Read Full Review
- ShareFile - ShareFile for Accountants
- SIDEBAR: ShareFile is essentially a file sharing portal more so than a document storage application. Its core purpose is to provide a secure online storage for files that are exchanged with clients and others. My point being is that ShareFile is more likely to be used as an extension of your primary file storage/management.
- Read Full Review
- SmartVault Corporation - SmartVault
- This is a niche solution designed specifically as a companion product for QuickBooks. This is an online solution that integrates with your locally installed QuickBooks software. The company just recently announced the release of a client bookkeeping solution aimed specifically at accounting professionals who provide client bookkeeping services.
- Read Full Review
- Speedy Scan Company Inc. - Speedy Organizer
- This is probably the simplest of all the solutions reviewed in this article. Speedy Organizer is designed as a simple tool to organize scanned images. The essential role of the product is to provide an interface to assign index values to scanned documents to expedite search and retrieval.
- Read Full Review
- 2009 Review of Document Storage Systems — Comparison Chart
-------------------------------------------------------
