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Firm Management

2013 Review of Personable Document Management Suite

Personable Document Management Suite 2013

From the July 2013 review of Document Storage systems.

Best Firm Fit: Firms who work with the desktop version of QuickBooks, as well as those who would like to set up workflow processes within the firm as well as with clients.


  • Offers integration with Outlook, Windows Explorer, and QuickBooks.
  • ScanWriter OCR capabilities have a great deal of promise, however, document type templates must be downloaded from Personable and selected when scanning for effective classification of forms and statements.
  • Includes tools for annotating and editing PDF files without users having to purchase Adobe Acrobat.
  • Documents can be scanned to a “TurboFolder” (inbox) where they can be accessed from the SourceLink toolbar within QuickBooks or from within Workflow DMS.

Potential Limitations

  • The initial configuration of SourceLink workflow and ScanWriter OCR may require some effort and assistance.
  • User level security and archival capabilities are very limited.


Personable is an Intuit partner which has created the Personable Document Management Suite 2013. The centerpiece of the offering is Workflow DMS, a stand-alone document storage solution designed to provide integration with QuickBooks.

The application works well with ScanWriter, the company’s application for extracting data from scanned documents, as well as SourceLink, Personable’s rules-based document workflow engine. The software has integration with Outlook, Windows Explorer and QuickBooks, and also includes a built in tool for editing and marking up PDF documents.

Each user has an “inbox” of items to be acted upon, and e-mail alerts can be sent automatically with an organization’s outbound e-mail (SMTP) server.

Documents can be scanned with the Company’s $495 ScanWriter 160 scanner or using any scanner which has drivers which comply with the TWAIN or WIA standards.

Existing scanned documents can be imported into the system by drag and drop from Windows Explorer or using an import menu. Imported documents are fully indexed, and users can search for words within the document using the document management system.

Data is stored in a standard Windows folder structure, and documents can be moved to storage locations or to other inboxes by dragging and dropping in the application window.

Documents are typically organized based on its location in a single file structure instead of based on multiple index fields. The file name can be used to store and retrieve key information about a file, and there is a simple workaround to create multiple keyword fields associated with stored documents.

Although Workflow DMS can be used with any Windows-based accounting system, the real value of Workflow DMS is realized when an organization uses the entire suite, including Workflow DMS, Personable’s ScanWriter OCR text recognition application, the SourceLink workflow/document linking application, and the ScanWriter 160 scanner.

The suite provides some capabilities for importing data from OCR text recognition and routing documents for approval which are not available in most other document storage systems.

Summary and Pricing

Personable’s Workflow DMS is an interesting tool which offers good integration with QuickBooks Pro or Premier, and Enterprise and when used in connection with SourceLink and ScanWriter, provide an agile toolset for small and mid-sized businesses and their accounting firms.

A single user license Workflow DMS is $289, and the five user server version of Workflow DMS is $889. Purchase and maintenance of ScanWriter and SourceLink is priced separately. A hosted version of the application is available, and is housed on dedicated servers in a Southern California commercial data center, and pricing for this service is available upon request.

2013 Ratings:

Core Product Functions/Features: 4.5 Stars
Integration/Data Export/Import: 4.25 Stars
Advanced Functionality: 4.5 Stars

Overall Rating: 4.5 Stars



See inside July 2013

2013 Review of Intuit Lacerte DMS and Intuit ProSeries DMS

Intuit Lacerte and ProSeries DMS800.765.7777 (Lacerte) – (ProSeries) – From the July 2013 review of Document Storage systems. Best Firm Fit: Small tax and accounting firms who use Intuit’s Lacerte or ProSeries tax software and need to store documents associated with tax engagements. Strengths Good direct integration with the Lacerte and ProSeries applications, […]


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