2017 Review of AccountantsWorld Cloud Cabinet

Cloud Cabinet, from AccountantsWorld offers excellent document storage and management capability. The product also doubles as a document sharing portal, allowing easy sharing of documents with clients. Cloud Cabinet is an ideal option for accounting firms already using other AccountantsWorld applications, though the product can be used as a stand-alone solution as well.

Cloud Cabinet is completely cloud-based, so firm employees can easily access stored documents at the office, at home, or on the road. It is designed to be used in conjunction with other AccountantsWorld applications. The product supports all common file formats including Word, PDF, Excel, PowerPoint, Text, QuickBooks, Zip, as well as all common image formats.

Cloud Cabinet includes a default folder structure that firms can utilize when storing documents. There is also an option to modify the default folder to better suit the needs of the firm. Users have the option of each client folder individually, or simply apply the default structure to all clients.

During setup, users can provide each client with specific permissions that allows documents to be shared and accessed. Cloud Cabinet also includes a Shared Folder option that allows users to easily save documents and files that will be shared with others, including client and staff.

The Cyber Upload feature simplifies the file transferring process by replicating the Cloud Cabinet structure on the user’s computer. This allows users to easily drag and drop any document directly to the Cyber Drop folder. When the drag and drop process is completed, users can then upload the documents stored in the folder directly into Cloud Cabinet. Users can also scan documents directly into Cloud Cabinet without the need to save them first. Cloud Cabinet works with any scanning device that uses a TWAIN interface, and users can also upload numerous documents in batches if desired.

Along with documents, invoices, and images, users can upload emails into Cloud Cabinet in a variety of formats including Outlook, Text, and HTML. Those using other AccountantsWorld applications can easily upload documents directly from those applications, and emails can be uploaded in a variety of formats including Outlook, HTML, and Text formats. The product also offers a variety of tools to make data search easy, with users able to use full-text search to locate any document that is stored in the system.  

The included client portals allow firms to easily share documents with their clients. Each client is provided with a password for system access, and all files uploaded and downloaded are encrypted during the transfer process. Firms can allow clients to only access documents through the portal or give them permission to upload files to the portal as well. There is also an option for users to notify clients via email when a document is available to be downloaded. This same feature can be used to notify staff when a client uploads a file to the portal.

Cloud Cabinet also offers excellent security, using Amazon.com data centers. The application also offers unique user names and passwords to access the system. There is also a client activity log available that allows users to see who has accessed the system during any given time, as well as the list of documents and files that were uploaded, emailed or deleted.

Cloud Cabinet offers seamless integration with other AccountantsWorld Power Practice applications, which include Accounting Power, Payroll Relief and After-the-Fact Payroll, providing users with automatic document transfer from these applications directly into Cloud Cabinet.

Cloud Cabinet offers help functionality throughout the application. There are also a variety of free web-based seminars available, and all AccountantsWorld customers receive their own Professional Development Consultant. Users can contact support via the Contact Us page, or by telephone, with telephone support available during regular business hours. All support is included in the price of the product.

Cloud Cabinet from AccountantsWorld offers solid document storage/management capability along with an excellent document sharing portal. Though Cloud Cabinet can be used as a stand-alone application, those using other AccountantsWorld applications will gain greater benefit of the application. Cloud Cabinet pricing currently runs $595.00 per year and includes both document management and client portals. The system includes 5GB of storage with additional storage (5GB) available for $25.00 per year. AccountantsWorld also offers a 30-day money back guarantee on the product.

 

2017 Rating 4.75 Stars