Document Management
Four Key Trends in Document Management Solutions
From the May 2012 Issue.
This is the seventh year I have been invited to prepare this review of document management systems (DMS) for CPA Practice Advisor . So I thought I would start out my journey for this year’s assignment by going back and reading some of the reviews from the prior years.
[Editor's Note: CPA Practice Advisor divides products into "document management" and "document storage" categories. This review is of more fully-featured management solutions. Click here to see...
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- Form 1097-BTC
Product • February 24th, 2012
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- From 1099-INT - Interest Income
Product • February 24th, 2012
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- Form 1099 Software
Product • November 16th, 2011
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- Form 5498-SA Software - HSA, Archer MSA, or Medicare Advantage MSA Information
Product • November 16th, 2011
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- Form 5498-ESA Software - Coverdell ESA Contribution Information
Product • November 16th, 2011
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- Form 5498 Software - IRA Contribution Information
Product • November 16th, 2011
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- Form 3922 Software - Transfer of Stock Acquired Through an Employee Stock Purchase Plan Under Section 423(c)
Product • November 16th, 2011
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- Form 3921 - Exercise of an Incentive Stock Option Under Section 422(b)
Product • November 16th, 2011
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- Form 1099-SA Software - Distributions From an HSA, Archer MSA, or Medicare Advantage MSA
Product • November 16th, 2011
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- Form 1099-S Software - Proceeds From Real Estate Transactions
Product • November 16th, 2011
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- Form 1099-Q Software Payments From Qualified Education Programs (Under Sections 529 and 530)
Product • November 16th, 2011
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- Form 1099-PATR Software - Taxable Distributions Received From Cooperatives
Product • November 16th, 2011
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- Form 1099-MISC Software - Miscellaneous Income
Product • November 16th, 2011
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- Form 1099-K Software
Product • November 16th, 2011

