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
September 5, 2014
888-693-6248 www.doc-it.com 2011 Overall Rating 5 Best Firm Fit: Due to the robust feature set incorporated into Doc.It to support workflow automation and scheduling, it is best suited for firms that are prepared to work towards fully automating their business processes. The benefits of doing this are greater for larger firms that typically have more...…
September 5, 2014
800-621-6501 www.cabinetng.com 2011 Overall Rating 4.75 Best Firm Fit: CNG will fit in many different types of businesses, including, but not limited to, accounting and tax firms, as well as many of their clients. CNG is priced on a per-user model that allows organizations to increase or decrease the number of licensed users to...…
September 5, 2014
770-849-0508 x116 www.conarc.com 2011 Overall Rating 4.75 Best Firm Fit: Although it can be deployed at firms of any size, due to the breadth and depth of functionality, iChannel is best suited for mid-size and large firms. It also has significant flexibility to be configured for many different types of organizations, so firms with niche...…
September 5, 2014
888-790-7045 www.acct1st.com 2011 Overall Rating 4.5 Best Firm Fit: Small to mid-sized firms that want a comprehensive solution, with a fairly predictable cost model. Strengths: Intuitive interface SaaS option Integrated portal solution Workflow functionality iQueue integration tool that lets you develop integration with virtually any application Potential Limitations No integrated scanning solution, relies on third-party...…
September 5, 2014
800-739-9998 CCHGroup.com 2011 Overall Rating 5 Best Firm Fit: One of the advantages of a SaaS distribution model is that it is less expensive to deploy for smaller organizations because the infrastructure is outsourced and provided through an affordable shared services model. Therefore, ProSystem fx Document SaaS can be deployed in nearly any...…
September 5, 2014
There’s no question that tablets are poised to change the DMS landscape with their portability and use benefits. Certainly, they have created a deeper level of interest in the areas of workflow, portals, and document management and exchange, with practitioners trying to figure out how they can best utilize these tools in the mobile world...…
September 5, 2014
Whether you use an iPhone or not, you cannot escape the impact it is having on the accounting profession. While the iPhone is slick, it’s not the user interface that has been the catalyst. Rather, it is the App Store. And that, in combination with SaaS applications designed for accountants, has and will change your...…
September 5, 2014
Giving you practical, leading-edge technical guidance is one of the key reasons for this column’s existence. As you have noted from other columns and features in this issue, there are several topics that affect document and accounting access: Document Management products, SaaS Small Business Accounting products, Small Business Specialty products, and Workflow, which is one...…
September 5, 2014
Recently, one of my clients saved some very important picture files to the hard drive on their local computer. They thought they were saving these picture files to the corporate network drive. This computer was on the upgrade list and was upgraded a few weeks later with the requirement of having the hard drive formatted....…
September 5, 2014
Column: Tricks & Tips From the April/May 2011 Issue As the technology editor for this publication for nearly nine years, I’ve witnessed many significant, and even a few monumental changes in the technologies and workflow practices of tax and accounting firms. From the transition to the paperless office, to automated tax documents, the ongoing SaaS...…
September 5, 2014
800-968-8900 CS.ThomsonReuters.com GoFileRoom was the pioneer application for a completely web-hosted, browser-based DMS solution. The product was acquired by Thomson Reuters about five years ago from Immediatech. GoFileRoom originally focused on the large firm market but has steadily expanded into the small and mid-size firm space with an attractive, all-inclusive pricing model. GoFileRoom is a...…
September 5, 2014
800-968-8900 CS.ThomsonReuters.com FileCabinet CS is one of two powerful DMS solutions available from Thomson Reuters, targeted specifically to the tax and accounting marketplace. The greatest value of FileCabinet CS is derived from its deep integration with the other solutions that make up the CS Professional Suite for the tax and accounting profession. Core Product Features...…