Document Management

May 6, 2013 

Because different firms need different capabilities in their document storage and management systems, we typically break tools for working with documents into five separate review categories.

Brian Tankersley

April 29, 2013 

Whether you built your firm from scratch, partnered with other professionals from the start or started with a single client and a dream, your practice is your future. However, even sole practitioners are never alone.

Isaac M. O'Bannon

April 29, 2013 

Treeno Document Management System v 4.0(800) 528-5005 x315 or (603) 570-4315www.TreenoSoftware.com From the May 2013 review of Document Management systems. Best Firm Fit: Firms who want a product which can be accessed through a web browser or using an on-premises server. Companies who would like a very flexible document management system which is designed for...…

April 29, 2013 

Thomson Reuters GoFileRoom800-968-8900cs.thomsonreuters.com/gofileroom From the May 2013 review of Document Management systems. Best Firm Fit Firms who want to have a hosted document management system which is flexible enough for any configuration while being designed to have integrated enterprise security Although the application works well for any firm, the application was designed to work with...…

April 29, 2013 

NetDocuments(866) 638-3627 / (866) NET-DOCSwww.NetDocuments.com From the May 2013 review of Document Management systems. Best Firm Fit Firms whose practice includes a legal practice or financial services, which are core markets for NetDocuments , or firms who require SEC, FINRA compliance or Write Once Read Many (WORM) storage and two-factor authentication for extra security Organizations...…

April 29, 2013 

Doc.It Suite(888) 693-6248www.doc-it.com From the May 2013 review of Document Management systems. Best Firm Fit Public accounting and bookkeeping firms who want a single, best-in-breed solution to gather, process, store, and deliver documents. Although the product is used in some firms with over 100 users as well as solo practitioners, the product’s features are designed...…

April 29, 2013 

CCH, a Wolters Kluwer Business – ProSystem fx Document(800) 739-9998www.CCHGroup.com From the May 2013 review of Document Management systems. Best Firm Fit Firms who use the ProSystem fx suite of apps, organizations who need the product’s capabilities for integrating with information technology systems (active directory) and organizing documents by department or practice area. Organizations who...…

April 29, 2013 

Cabinet SAFE CLOUD(800) 621-6501www.CabinetPaperless.com From the May 2013 review of Document Management systems. Best Firm Fit Firms who want a product which can be accessed through a web browser or a client application and can be hosted in the cloud or using an on-premises server. Companies who need a document management system within the desktop...…

April 29, 2013 

Conarc iChannel(770) 849-0508 x116www.Conarc.com From the May 2013 review of Document Management systems. Best Firm Fit Firms of 25 or more who need an integrated document management, client portal, project management, and CRM capabilities Strengths Web-based application with options for on-premises, hosted, and managed server deployment Secure e-mail function allows users to compress, password protect,...…

April 25, 2013 

Download the CPA Practice Advisor iOS app for access to the latest digital issue as well as daily tax and accounting news.

Taija Sparkman

April 23, 2013 

CPA Practice Advisor’s App Depot gives accounting, tax and business consulting professionals a single location to find the mobile tools that can help their firms and their clients be more connected to the data they need — no matter where they are. Better business insights equal more accurate planning, leading to more productive and profitable...…

April 12, 2013 

SmartVault has released enhancements to the SmartVault-QuickBooks Online integration process that are aimed at significantly improving usability.

Taija Sparkman