Document Exchange
2012 Review of Client Portals for Tax & Accounting Firms
From the January 2012 Issue
Fifteen years ago, email revolutionized the way accounting firms interact with their clients. Online technologies have further changed how we send and receive documents and files to friends, family, business service providers and partners. Unfortunately, many people fell into the false belief that their email and online communications were safe and, as a result, developed bad habits that could potentially lead to exposure of the information.
New laws and...
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- Case Study: Doc.IT
Article • April 24th, 2012
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- Case Study: Thomson Reuters GoFileRoom
Article • April 24th, 2012
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- Case Study: Treeno Document Management
Article • April 24th, 2012
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- Case Study: Conarc iChannel Document Management
Article • April 24th, 2012
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- 2012 Review of NetDocuments
Article • April 5th, 2012
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- 2012 Review of Treeno Document Management 4.0
Article • April 4th, 2012
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- 2012 Review of Doc.It Suite 3.4
Article • April 4th, 2012
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- 2012 Review of iChannel by Conarc
Article • April 4th, 2012
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- 2012 Review of Thomson Reuters – GoFileRoom
Article • March 30th, 2012
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- 2012 Review of Intuit—Lacerte Tax
Article • March 26th, 2012
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- 2012 Review of Thomson Reuters — GoSystem Tax RS
Article • March 26th, 2012
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- 2012 Review of Thomson Reuters — UltraTax CS
Article • March 26th, 2012
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