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
September 5, 2014
9208 Accountants are a special breed of people with above average intelligence, a genuine interest in helping people, and often a lot going on in their lives both professionally and personally. No, I’m not trying to butter you up; it’s simply an observation that we are busy people who can learn to use tools fairly...…
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...…
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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...…
May 16, 2013
With the many new employer tax laws and credits that have gone into effect over the past couple of years, there's little doubt that some small businesses are still unsure of many reporting requirements. For those considering the federal Work Opportunity Tax Credit (WOTC), there's now an easier way to stay in compliance.
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.
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...…
March 27, 2013
Thomson Reuters — NetClient CS800-968-8900cs.thomsonreuters.com Best Fit: Firms who use the Thomson Reuters professional accounting and tax software, especially those who work with client bookkeeping on the Accounting CS platform or those who store their documents in FileCabinet CS. Also, firms who want to publish invoices, tax returns, payroll items, and documents to clients through...…
March 27, 2013
SmartVault866-684-6785www.smartvault.com Best Fit: While SmartVault is a good fit for any firm that needs a secure client portal, SmartVault is a best fit for accounting professionals and their clients whose practices involve working with the desktop version of QuickBooks or QuickBooks Online, and would like to streamline workflow, go paperless, and view images of documents...…
March 27, 2013
CCH, a Wolters Kluwer business — CCH ProSystem fx Portal800-PFX-9998CCHGroup.com Best Fit Accounting professionals who need the ability to create, update, and manage up to 2,500 or more client portals in a powerful client interface. The Enterprise version supports unlimited portals. Firms who use the CCH ProSystem fx suite of applications (but not necessarily those...…
March 27, 2013
Citrix ShareFile800-441-3453www.ShareFileCPA.com Best Fit: Firms who would like a simple and secure tool for storing and exchanging files with clients, staff, and vendors. Strengths Flexible, secure (99.99% uptime), and stable tool with features and plans which can scale to meet the needs of firms of all sizes. Customizable, firm-branded site (yourfirmname.sharefile.com) with colors and fonts...…
March 27, 2013
From the April 2013 review of portal systems. Although our review is focused on solutions which are separate from the other applications used by an organization, there are some solutions which offer portals as an integrated add-on feature. We excluded these from our traditional review, but these tools should be considered for those who use...…
March 27, 2013
One of the real challenges associated with selecting portal solutions is the way the product fits into a company’s workflow. We selected eleven portal products for this year’s review (and could have easily located and reviewed 50 solutions, assuming unlimited money and caffeine were available).