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Computhink Inc. — ViewWise


800-988-4465 ext 1 

2011 Overall Rating 4.75

Best Firm Fit:

ViewWise is a good fit for small and mid-size firms that want a system to manage documents across the entire firm, not just for client tax and accounting files.


  • Integrated suite of “paperless” applications
  • Depth of document security controls
  • Integration with MS Office applications
  • Document viewer supports more than 400 file formats

Potential Limitations:

  • No direct integration with tax & accounting software applications
  • Not available as a web-hosted option

Executive Summary & Pricing

ViewWise’s feature set is very comprehensive in regards to managing the organization of a firm’s files, integrating the DM into your workflow, and managing the security and retention of documents. The pricing for ViewWise starts at $5,000.


Product Delivery Methods:

_X_ On-Premises

___ SaaS

___ Hosted by Vendor


Core Product Functions/Features 5

Integration 4.5

Advanced Functionality 4.75

See inside July 2011

SmartVault Corporation — SmartVault

713-479-5400 2011 Overall Rating 4.75   Best Firm Fit: The nature of the SmartVault model positions it as a solution that can be utilized in any organization. The existing integration with QuickBooks increases its value in firms that use QuickBooks. Strengths: Cloud solution providing anytime, anywhere access & redundant data backup Encrypted transmission and […]


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