March 23, 2020
Doc.It provides document management, workflow, document storage and web portal products that help accounting firms efficiently gather, process, store and deliver documents. Doc.It solutions improve data security, enhance client services and consolidate
February 26, 2019
February 26, 2019
February 26, 2019
February 26, 2019
February 26, 2019
December 7, 2012
Thomson Reuters recently released a series of enhancements to its Workpapers CS software.
December 6, 2012
eFileCabinet, Inc. recently exceeded several revenue and customer growth milestones.
December 3, 2012
SmartVault recently released an updated version of its client portal to enhance the way users view and share files.
December 3, 2012
SmartVault's Toolbar technology for QuickBooks is now available for QuickBooks Online.
November 6, 2012
11,956 characters Many accounting firms have begun to use paperless document management systems to streamline their office, and many are now realizing that there is a big opportunity in helping clients benefit from these systems. If your clients are ready to tackle the paperless document management problem, here is a quick listing of several products...…
October 29, 2012
As more and more firms assess whether the cloud is the right strategy for them, one of the first areas that is often looked at is backup.
October 29, 2012
2565 characters 888-667-8440 www.officetoolspro.com Office Tools Pro (OTP) distinguishes itself in this market by offering an integrated solution that includes document storage, contact management, time tracking, billing, project tracking and more. Core Functionality OTP is designed as an all-in-one solution, providing direct integration with the applications listed above, and they are all accessible from a...…
October 23, 2012
We can help our clients in so many ways in the areas of business advice and technology. Now that tax season is behind us for another year, it is the perfect time for us to help our small business clients figure out how to run better and more profitably. Our accounting and management advice and...…
October 5, 2012
Characters 3094 866-674-6785 www.smartvault.com SmartVault was originally designed as a document storage system for QuickBooks, but has moved towards a generic platform to store and share files, whether or not they are related to QB. Core Functionality SmartVault is a “cloud computing” solution provided in a web-hosted environment. The primary function of SmartVault is for...…
October 4, 2012
3553 characters 800 230-2322 www.ark-works.com ArkWorks is designed to serve as an integrated document storage solution for the TaxWorks tax prep software. ArkWorks is also marketed as a standalone product, which is compatible with all tax and other software programs. The company noted that 40 percent of its current ArkWorks customers are non-TaxWorks users. Core...…
October 1, 2012
The goal of many accounting firms is to be as efficient as possible when dealing with clients and their associated paperwork and an EDMS can help a firm streamline the document flow throughout the office.
August 23, 2012
3571 characters Computhink Inc. — ViewWise 800-98-THINK www.computhink.com ViewWise is a horizontal document storage solution that is designed to be deployed in many different industries. Core Functionality The interface uses a common design, with a toolbar along the top and a Windows Explorer-like folder display for organizing the files along the left side. The storage...…