2014 Review of AccountantsWorld Cloud Cabinet

Best Firm Fit

Cloud Cabinet is one of two cloud-only document storage applications, and fits best for tax, accounting, bookkeeping, and payroll firms who use the other components of the AccountantsWorld Power Practice System.  As a cloud-based solution, the application also fits very well as a document management solution for a “virtual” or multi-location practice.

Strengths

  • AccountantsWorld is a 100% cloud-based SaaS document storage applications designed for bookkeeping, payroll, and other public accounting services, and is compatible with most major web browsers.
  • Cloud Cabinet includes unlimited client portals at no additional charge, and integrates with the rest of the AccountantsWorld Power Practice System. 
  • The CyberDrop add-in application for personal computers automatically uploads client and firm documents to a specific folder in Cloud Cabinet.  This is particularly attractive for use by clients who need to transmit sensitive documents to the firm securely on an ongoing basis.
  • E-mails can be archived to Cloud Cabinet using the optional Outlook add-in, which simplifies the process of moving messages into the Cloud Cabinet archives.

Potential Limitations

  • Cloud Cabinet does not have any direct integrations with tax software applications, although multiple tools are available to help automate the upload of completed documents from the user’s remote network.

 

Click Continue Reading to See Full Review

Loading