AccountantsWorld has been providing practical software
solutions for accountants for over 20 years. The company focuses on web-based
applications for payroll, accounting, fixed assets, practice management,
websites, document storage and more.
In November of 2006, CCH, a Wolters Kluwer business,
announced the formation of the CCH Small Firm Services group. The primary
purpose driving this initiative is to have resources dedicated to meeting
the unique needs of small firms as a result of their acquisitions of the
ATX and TaxWise tax preparation products.
DYMO is a division of Newell Rubbermaid, a $6 billion
company, and the vendor is targeting the SOHO (small office home office)
market through retail distribution. Its primary focus has been on the
distribution of label maker devices, and DYMO File Software is designed
to work with the vendor’s desktop label maker.
eFileCabinet was established by James Blaylock,
CPA back in 2001. Therefore, with this product, you have leadership from
someone who understands the accounting and tax business.
We reviewed the robust Laserfiche 7 in our document
management systems review in the June/July 2008 issue. Intuition is a
separate solution that is designed for sole practitioners.
Rack 2 Filer was designed as a solution to help market the Fujitsu ScanSnap desktop scanner. It is essentially designed as a very visual tool for organizing your scanned files, and it has evolved to its current version 4 release based on customer feedback.
We're all familiar with the unparalleled success that Intuit has had with the QuickBooks product line and the ProSeries and Lacerte tax applications. That success is being leveraged to extend document management capabilities to those product lines.
The Office Tools Pro document storage system is
designed as a component of a very tightly integrated suite of office automation
applications that includes time & billing, scheduling, contact management,
and more.
REDGEAR Technologies offers a complete set of applications
for accounting and tax practices that includes tax, general ledger and
document management solutions. The company was founded as TaxWorks more
than 35 years ago and is still owned and managed by the same core group.
Speedy Scan has been developing document management
software for small businesses since 2003 as a Microsoft Master Developer.
Their products are designed as horizontal solutions that meet the needs
of multiple industries.
FileCabinet CS has been a perennial favorite in
my review of document storage solutions. It is one of the most widely
used systems in small and midsize accounting and tax practices.
SIDEBAR ARTICLE: s the name implies, ShareFile is a tool for organizing files and sharing
them online internally and externally with clients. For all practical purposes,
it is a file storage tool with virtually no functionality relative to document
management such as scanning, annotation or integration.
