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
March 27, 2013
cPaperless, LLC — CPA SafeMail 3.1800-716-2558 x100www.cPaperless.com From the April 2013 review of client portal systems. Best Fit: Firms who want to use a range of tools to automate the preparation and secure transmission of documents to and from third parties. Firms who want to adopt the CPA SafeSign electronic signature service. Strengths: Outlook add-in...…
March 27, 2013
Ziptr(785) 365-1022www.ziptr.com From the April 2013 review of client portal systems. Best Fit: Ziptr is best suited for individuals and firms who need a standalone product for secure messaging and encrypted file delivery. Strengths A simple to use tool with strong encryption that makes it easy to collaborate on confidential matters with users outside the...…
March 27, 2013
Applied Answers, Inc. — FileGenius888-753-2245 x703www.filegenius.com From the April 2013 review of client portal systems. Best Fit: FileGenius BASIC is best for a small organization that needs 10 or fewer employee accounts and 25 or fewer client portals. FileGenius TOTAL offers unlimited employee accounts and client portals, unlimited transactions and more robust management tools. Strengths:...…
March 6, 2013
The CS Professional Suite is a collection of integrated accounting software applications that cover every aspect of your firm’s operations—from compiling client data to posting finished tax returns, from managing your engagements to managing every aspect of your practice. Learn more at CS.ThomsonReuters.com or email us.
March 6, 2013
NetClient CS private portals offer you and your clients an ultra-convenient way to access documents and software, transfer data, and convey information. Learn more at CS.ThomsonReuters.com/Portals or email us.
March 6, 2013
ONESOURCE tax software and solutions help you from the ground up, synchronizing every aspect of your work and linking each piece of the international, country, state and local tax puzzle. Our programs and services help you stay in compliance, avoid penalties and audits, increase efficiency and save time. Learn more at Tax.ThomsonReuters.com or contact us...…
March 6, 2013
Built with a global perspective and a local focus, ONESOURCE Corporate Income Tax is the comprehensive answer to the tax planning, tax filing, and compliance needs of multinational companies in countries and regions across the globe. Learn more at Tax.ThomsonReuters.com or contact us online.
March 6, 2013
Gain real time and efficiency with the automated, integrated approach of ONESOURCE Tax Provision. Create a consistent, automated process that reduces the risk of error using the many integrated features such as active workpapers, data management, global access and much more. Learn more at Tax.ThomsonReuters.com or contact us online.
March 6, 2013
ONESOURCE Transfer Pricing helps you view comparable financial data with a new level of transparency, coordinate globally with ease, and proactively manage your effective tax rate, policies, and processes for auditors. Learn more at Tax.ThomsonReuters.com or contact us online.
March 6, 2013
Transform your tax process with an integrated workflow management software that lets you prioritize tasks, automate manual efforts, monitor projects at each step, and complete every aspect of your work with accuracy and efficiency. With ONESOURCE WorkFlow Manager you’ll spend less time on administrative tasks, and more time on the work that adds value to...…
January 30, 2013
The Tax & Accounting business of Thomson Reuters announced today that it has implemented more than one million portals for staff and clients of accounting firms.
December 13, 2012
Thomson Reuters releases a series of enhancements for NetClient CS.