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
February 26, 2019
1863 Characters 800-688-4281 www.personable.com The SourceLink document storage solution is a niche application designed to integrate directly with QuickBooks to store and tag supporting documents with individual QB transactions. Core Functionality The Workflow DMS module incorporates rules-based document routing functionality. Documents are organized by a folder/sub-folder hierarchy. The files are stored within Windows Explorer. A...…
February 26, 2019
We've taken the best of a traditional office work area and digitized the most familiar and used aspects. By combining dashboards and data entry into one Single Screen, users find a unique experience where everything they need is only one click away.
February 26, 2019
TaxCaddy is our next-generation 1040 productivity solution. TaxCaddy creates a tailored questionnaire and document request list to eliminate the cost and inefficiency of paper organizers. The questionnaire can be completed from any connected device. Documents like engagement letters and e-file authorizations can be e-signed. Your clients can use the TaxCaddy app for iPhone and Android...…
November 12, 2016
From acquiring new clients to gathering source documents and generating a tax return, the CCH ProSystem fx Suite offers a multitude of solutions that work together to organize and streamline your tax, accounting and workflow processes. Integrated with Microsoft® Office and other software solutions, the CCH ProSystem fx Suite transforms your day-to-day workflow and sets...…
April 23, 2016
If you run a bookkeeping or CPA practice, CFO Sidekick can be a great addition to your business. All industry headlines these days say that in order to remain competitive in the marketplace, accountants and CPAs must start offering value added services.
November 16, 2015
Ready to set the new pace for business? Accelerate information flow and level up your productivity. Forget about the tedious, manual, repetitive tasks that prevent your staff from working on what matters. Digitize and automate your workflow to unleash sharp decision-making and optimal use of every office hour.DocuWare increases the velocity of your department or...…
September 5, 2014
877-520-1525 www.ImagineTime.com ImagineTime consists of four integrated modules: time and billing, due date monitoring, contact management and document management. The document management module is an extension of the core practice management and due date monitoring module, and as such, that is where the primary value of the document management component is based — in...…
September 5, 2014
800-230 -2322 www.arkworkspro.com 2011 Overall Rating 5 Best Firm Fit Due to the scope of features and functions, ArkWorks can be deployed in both small and medium size firms to serve as an enterprise document management system. If you use the TaxWorks tax preparation software, ArkWorks is a natural first choice. Strengths Intuitive...…
September 5, 2014
661-951-9200 www.officetoolspro.com 2011 Overall Rating 4.75 Best Firm Fit Practice Management 2011 is best suited for firms with five to 10 users. Office Tools Professional also serves more than 100 offices with 15 to 60 users. Strengths Integrated suite of office productivity tools (document storage, contact management, time & billing, project management, scheduling) Reporting...…
September 5, 2014
866-670-8471 DrakeSoftware.com 2011 Overall Rating 4.5 Best Firm Fit: Drake Document Manager is designed to serve as an extension of the Drake tax and write-up applications and will, therefore, be a natural solution with great value for firms that are using these systems. Strengths: Direct integration with Drake tax preparation, planning & write-up...…
September 5, 2014
One of the challenges in writing these reviews is to explain the delineation between document management and document storage solutions. I don’t think it is worth dwelling on this too much because the distinction will become apparent as you dig deeper into the different solutions in both categories. At the end of the day, it…
September 5, 2014
888-999-1366 www.accountantsworld.com 2011 Overall Rating 4.5 Best Firm Fit: CyberCabinet is best suited for sole practitioners and small firms who provide accounting, payroll and tax services. If your practice can use the Accountants Relief and Payroll Relief applications, you can have a solid online platform for running your practice without the hassle of...…