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
July 17, 2014
2015 Readers Choice Award Winner: Document Management Systems. Free with Drake Software, Document Manager is an electronic storage solution for client source documents and returns. It can greatly ease your paper handling tasks and help you reduce the ...
July 17, 2014
A web-based collaborative content manager that is seamlessly linked to multiple in-house applications and publishes client related information to private extranet client sites. With indexing, versioning, online discussion, and extensive search and sort capacity, this powerful integrated solution is the central system to a high efficiency paperless environment - the vehicle to identify, categorize, and…
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July 17, 2014
As an accountant, your office is likely overflowing with filing cabinets to keep your clients’ tax information safe. Knowing the best method for tracking all these documents is probably a challenge that you’ve faced throughout your career. Luckily, Rube
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January 20, 2014
Connect, collaborate and grow with CCH Axcess. The CCH Axcess™ app provides CCH Axcess customers with the ability to manage their work on the go. At its core is the firm’s common client database, which lets you access essential client information from anywhere. You can also enter time, view firm documents, easily publish documents to...…
January 1, 2014
Improving workflow by streamlining engagements and following best practices is a continuing effort for successful accounting firms, but implementing workflow management solutions has often been a challenge for smaller firms. This is because they often lack the internal resources and staff to perform and manage the implementation process.
August 9, 2013
Shoeboxed recently announced a new account sharing feature that will allow users to create additional logins for their account.
July 16, 2013
Document Storage Solutions are one of several types of applications which accounting professionals may use in a firm to store, organize, search, and retrieve their digital documents.
June 28, 2013
Intuit Lacerte and ProSeries DMS800.765.7777 (Lacerte) – http://accountants.intuit.com/lacerte800.934.1040 (ProSeries) – http://accountants.intuit.com/proseries From the July 2013 review of Document Storage systems. Best Firm Fit: Small tax and accounting firms who use Intuit’s Lacerte or ProSeries tax software and need to store documents associated with tax engagements. Strengths Good direct integration with the Lacerte and ProSeries applications,...…
June 28, 2013
Drake Document Manager800.890.9500www.DrakeSoftware.com From the July 2013 review of Document Storage systems. Best Firm Fit: Firms who use the Drake Enterprises suite of applications for professional tax, accounting, and bookkeeping firms. Strengths Simple to use and included with the budget-priced Drake suite. Good integration with Drake’s add-on services for customers, including GruntWorx tax document organization...…
June 28, 2013
AccountantsWorld CyberCabinet888.999.1366www.AccountantsWorld.com/CyberCabinet From the July 2013 Review of Document Storage systems. Best Firm Fit: CyberCabinet fits best for tax, accounting, bookkeeping, and payroll firms who use the other components of the AccountantsWorld PowerPractice System for client accounting, payroll, and practice management. As a cloud-based solution, the application also fits very well for “virtual” or multi-location...…
May 30, 2013
4019 characters 770-849-0508 www.conarc.com This offering comes at the DMS application from a slightly different perspective than the other products reviewed here. Conarc, the developer of iChannel, has integrated a comprehensive CRM (client relationship management) system with DMS functionality. This approach is quite logical because in the typical business processes within an accounting and tax...…
May 7, 2013
Latest Release Includes Enhanced Email Search and Offers REST API to Simplify Creation of Third-Party Integrations with NetDocuments' Content Management and Collaboration Platform