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
March 30, 2012
Thomson Reuters – GoFileRoom800-968-8900CS.ThomsonReuters.com Strengths: 100% browser based SaaS solution Integrated FirmFlow workflow application Integrated TaxSort 1040 document recognition software Flexible metadata configuration Profiles for pre-assigning meta data values by document type with drag and drop Potential Limitations: Only available as a cloud based SaaS solution Best Firm Fit: GoFileRoom is a good fit for...…
March 29, 2012
Join our executive editor, Darren Root, CPA.CITP, as he hosts an exciting webinar on document management with CCH’s John Springfield, product manager, and Ben Koker, technical software consultant. These three experts will share with attendees some of the profession’s best practices for effective document management. The one-hour webcast is scheduled for Tuesday, April 3 at...…
March 27, 2012
The evolution of DMS over the past ten years has been slow but steady, which is just fine because it takes time for a firm to implement all of the extended functionality.
March 3, 2012
Whether using an online service for general data backup and recovery purposes, or using other paperless document utilities, such as online document management systems or workflow productivity tools, there are several security issues that users should be aware of.
March 3, 2012
By Gary Adamson, CPA Most of us are thrust into the Managing Partner role in our firms with little or no training or coaching. Who teaches you to be an effective MP? How do you know if you’re performing well? Your partners won’t tell you. If you’re new to the job, do you just...…
February 27, 2012
eFileCabinet, Inc., a provider of enterprise content management solutions, recently released the eFileCabinet Online mobile app for the iPhone, iPad and iPod Touch.
February 26, 2012
The March digital issue is here, allowing you to read all of the articles in a magazine-style digital format that lets you easily jump to articles and share with friends.
February 22, 2012
Fourth-generation Treeno 4.0 offers an updated user interface, customizable dashboards and a built-in file viewer. These new features give users more control, increasing productivity.
February 16, 2012
SmartVault’s latest service enhancement is a biggie—the SmartVault Plug-in for Microsoft Outlook. The plug-in allows users to leverage the convenience of email and SmartVault’s compliant solution for sharing documents. What this means for accounting professionals is an integrated solution for sending, receiving, and managing documents securely inside of Outlook without having to change the way...…
February 15, 2012
Feature lets users stay in Outlook while securely sharing and managing files.
February 8, 2012
Five Reasons Cloud-Based Backup is Better than Local.
January 25, 2012
DocuWare plans to unveil new applications for BlackBerry 6, Android, and Windows Phone 7 operating systems at CeBIT 2012 in Hanover, Germany this March.