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
July 29, 2010
iManage WorkSite is an industry leading content management solution for accounting firms, bringing together a unique set of capabilities to meet accounting firm needs such as Document Management, Search, Web Portal, Email Management, Workflow, Archiving, Compliance, and eDiscovery. iManage WorkSite is trusted globally for content management by leading accounting firms both small and large
July 15, 2010
Eight fully integrated, power-packed Accountant-Centric cloud computing solutions for just $195/month.
July 13, 2010
The ultimately productive documentation, collaboration, and project management software for audits.
July 8, 2010
Customized web portals for storing and viewing important client documents.
June 23, 2010
In today's technology-driven age, you can never be too protective of personal information. As most professionals know, email is simply not a secure method of private communication between themselves and their clients. The Secure Communications application was created for anyone who works with intimate details of their clients lives on a daily basis, including solicitors,…
June 9, 2010
AuditRoom is an electronic content management tool that provides process automation, risk management and facilitates collaboration between multi-state corporations, government agencies and consulting firms. It can reduce the inherent risk and material weaknesses related to audit management issues while also assessing the overall effectiveness of current controls.
June 7, 2010
Awards honor technologies with potential for significant impact on profession
May 25, 2010
Securely exchange files with clients, Store clients' tax returns online for ease and secure access. $49.50 per month as stand alone. Or included free with Complete Web Suite. No per user fees. No setup fees. No contract.
May 25, 2010
The Complete Web Suite includes 115 features. (27 more than any other provider) all for only $49.50 per month. First 60 days free. No setup fees. No design fees. No contracts. No obligation.
April 16, 2010
You would have to be living under a rock to be unaware of the explosive growth of interest in client portals for accounting and tax practices. A number of forces are driving this interest — increased privacy protection regulations, improved vendor solutions and a better understanding of the value proposition. This article provides an in-depth…