Portals

 Doc.It Suite

March 23, 2020 

Doc.It Suite

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

Featured Articles

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February 17, 2010 

eTaxCalendar

Take control of compliance obligations, improve the tax filings workflow, and eliminate missed deadlines and penalties with eTaxCalendar so that you can increase the amount of time spent nurturing your client relationships or implementing a top-notch corporate tax strategy.

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February 17, 2010 

eTaxPortal

eTaxPortal provides a comprehensive collaboration workspace for the various groups involved in the tax function. It addresses automation, controls, collaboration and information sharing, along with risk management that drives tax processes and enhance productivity manifolds.

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February 17, 2010 

Citrix ShareFile

Citrix ShareFile allows you to create a custom-branded, password-protected space where you can exchange business files with clients easily and securely. Whether you need to send large files by email, conduct a secure file transfer or set up a collaboration space for project-related files, ShareFile has the solution for you. Sign up for a free...…

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February 17, 2010 

CPA SafeMail

Bi-directional document exchange soultion for accountants. Works through Outlook so adoption rates are high - it works just like email.

 CCH’s Next Generation ProSystem <em>fx</em> Suite Brings Better Way of Working

November 11, 2009 

CCH’s Next Generation ProSystem fx Suite Brings Better Way of Working

CCH has introduced a fundamentally new way of working for tax and accounting professionals with the release of its next generation ProSystem fx Suite – connecting clients, staff and information on a dynamic, centralized and integrated platform. The new platform was introduced to 1,000 tax and accounting professionals at the CCH User Conference 2009, held…

 The Family Practice

September 1, 2009 

The Family Practice

With young professionals increasingly focused on work/life balance issues, many might look to Chad Bordeaux with a little envy, or perhaps as a role model for successfully combining work, family life and technology. The 37 year-old CPA is a co-principal in Bordeaux and Bordeaux, CPAs, PA (www.yourcpapartners.com) a full-service accounting firm in Lake Wylie, South…