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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.
Strengths:
- 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
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Tags: Technology
