February 26, 2019
Born in the Cloud We’re here to help small and midsize businesses just like yours harness the power of the cloud to improve workforce management and mitigate compliance risk so you can grow and succeed. We’re proud of the software we develop and how we help our customers achieve their goals by decreasing their labor...…
February 26, 2019
February 26, 2019
February 26, 2019
September 5, 2014
September 5, 2014
February 26, 2019
Born in the Cloud We’re here to help small and midsize businesses just like yours harness the power of the cloud to improve workforce management and mitigate compliance risk so you can grow and succeed. We’re proud of the software we develop and how we help our customers achieve their goals by decreasing their labor...…
February 26, 2019
SOX doesn’t have to be administrative or manual. More than 95% of Enterprises are managing SOX manually through a network of thousands of spreadsheets and shared folders resulting in redundant data and inefficiencies. SOXHUB’s single-page design will finally change the way you work by providing a solution to truly streamline SOX in a simple, effective...…
February 26, 2019
FileGenius® is a client portal solution that securely manages, transfers and stores critical files in the cloud. FileGenius serves CPA firms and financial institutions of varying sizes and types, including investment management firms and banks. Highlights include intuitive, easy-to-use interface, compliance with major security and privacy regulations (including HIPAA, FIPS-140 and NIST), no software or...…
February 26, 2019
TaxCaddy is our next-generation 1040 productivity solution. TaxCaddy creates a tailored questionnaire and document request list to eliminate the cost and inefficiency of paper organizers. The questionnaire can be completed from any connected device. Documents like engagement letters and e-file authorizations can be e-signed. Your clients can use the TaxCaddy app for iPhone and Android...…
September 5, 2014
There’s no question that tablets are poised to change the DMS landscape with their portability and use benefits. Certainly, they have created a deeper level of interest in the areas of workflow, portals, and document management and exchange, with practitioners trying to figure out how they can best utilize these tools in the mobile world...…
September 5, 2014
Whether you use an iPhone or not, you cannot escape the impact it is having on the accounting profession. While the iPhone is slick, it’s not the user interface that has been the catalyst. Rather, it is the App Store. And that, in combination with SaaS applications designed for accountants, has and will change your...…
September 5, 2014
Giving you practical, leading-edge technical guidance is one of the key reasons for this column’s existence. As you have noted from other columns and features in this issue, there are several topics that affect document and accounting access: Document Management products, SaaS Small Business Accounting products, Small Business Specialty products, and Workflow, which is one...…
September 5, 2014
Recently, one of my clients saved some very important picture files to the hard drive on their local computer. They thought they were saving these picture files to the corporate network drive. This computer was on the upgrade list and was upgraded a few weeks later with the requirement of having the hard drive formatted....…
April 12, 2013
SmartVault has released enhancements to the SmartVault-QuickBooks Online integration process that are aimed at significantly improving usability.
July 2, 2012
Document management has come a long way over the past decade, at least for accounting firms. Although professionals often proudly wear their self-proclaimed skepticism of some technology, most firms are actually quite advanced, at least when comparing technology adoption to their small business clients. Unfortunately, in the new practice model and new economy, clients who...…
March 27, 2012
The evolution of DMS over the past ten years has been slow but steady, which is just fine because it takes time for a firm to implement all of the extended functionality.