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
August 8, 2014
eFileCabinet is a mature, flexible general document management system (DMS) which was introduced to the market in 2001. Since that time the solution has been used by accounting professionals and others who need a flexible system for indexing and retrieving documents.
August 8, 2014
Conarc’s iChannel is a comprehensive document management system which is designed to cut across multiple areas of an organization. The application provides functions for customer relationship management (CRM), client portals, document management, and workflow management. The application is targeted at firms of 25 or more, and is designed to work in a complex, multi-site technology…
August 8, 2014
Document is the name of the CCH application which is used to store, retrieve, and publish information within an accounting firm. There are three versions of the product...
August 8, 2014
Cabinet SAFE CLOUD is a flexible document management system which was originally designed with accountants and tax professionals in mind. The product is still used and sold to clients by many accounting firms and value added resellers, but the company has expanded its vertical industry support to include law firms, financial services, manufacturing, and health…
August 8, 2014
Drake Document Manager (DDM) is the document storage tool which is integrated into the Drake Tax Suite. The application is designed to provide basic document filing and retrieval capabilities from within the Drake Tax application, and has some integration with the other parts of the Drake Tax suite of solutions. Users can access the application’s…
August 8, 2014
Practice Management Workspace by Office Tools Professional is an integrated application for document storage, workflow tracking, practice management, and client appointment management. The product’s user interface has been redesigned for 2013, and now offers e-mail synchronization with Microsoft Outlook 2007, 2010 and 2013. Documents can be added to the application by dragging and dropping the…
August 8, 2014
The Doc.It Suite is a comprehensive document management solution for small to mid-sized firms. This solution is based on the concept of “binders”, which are reminiscent of the paper notebooks used to file engagement documentation. The Company’s software is designed to manage data associated with pending and active projects using the Work Binder module.
August 8, 2014
FileCabinet CS by Thomson Reuters is the document storage application associated with the Thomson Reuters CS Professional Suite of applications for professional accounting firms.
August 8, 2014
Overview SmartVault is an interesting hybrid between a file sharing portal and a document storage system. The product is a file storage platform similar to other products reviewed, but includes add-ins and interfaces to Outlook, QuickBooks, and QuickBooks Online so that documents can be categorized and stored in a virtual archive. Data is stored in...…
August 8, 2014
The last 18 months have been a period of significant change for the document management systems of many accounting professionals and their firms.
July 17, 2014
GoFileRoom not only lets you easily store and manage documents electronically, it also helps you automate scanning processes and workflow. Quickly associate client documents to workflows while uploading files to your web-based DMS. GoFileRoom gives you the ability to securely manage business processes for your entire firm. Comprehensive features mean a more valuable software program for...…
July 17, 2014
Accounting firms take raw materials (source documents) and produce finished products (tax returns, financials, payroll reports, etc.). So how you manage your source and finished documents has a huge impact on your firm’s productivity. That’s why we created Cloud Cabinet – the first true cloud-based document management system and client portal for accountants – to...…