Review

NetClient CS Thomson Reuters cs.thomsonreuters.com From the 2020 reviews of client portals for accounting firms. NetClient CS is the accounting firm client portal system from Thomson Reuters, and part of the vendor’s broad firm management suite that includes applications for tax, accounting, payroll, client collaboration, audit services, document management and other core practice areas. NetClient […]

Doc.It Suite www.Doc-It.com From the 2020 reviews of Document Storage and Document Management systems. Doc.It Suite is a robust, scalable document storage and management application that includes a work binder, PDF editor, workflow, an autofiler, and an archive option. While Doc.It Suite is suitable for larger firms, smaller firms may want to consider Doc.It Explore, […]

AccountantsWorld Cloud Cabinet www.accountantsworld.com From the 2020 reviews of Document Storage and Document Management systems. Cloud Cabinet from AccountantsWorld is best suited for small to mid-sized accounting firms. Cloud Cabinet can be used as a stand-alone document management application, but works best when coupled with other AccountantsWorld applications. Completely cloud-based, Cloud Cabinet offers online document […]

CCH Axcess Document Wolters Kluwer https://taxna.wolterskluwer.com/professional-tax-software/axcess/document From the 2020 reviews of Document Storage and Document Management systems. CCH Axcess Document from Wolters Kluwer is well suited for accounting firms of any size. While users will experience greater functionality when used with other Wolters Kluwer applications, CCH Axcess Document can also be used as a stand-alone […]

Drake Documents www.drakesoftware.com From the 2020 reviews of Document Storage and Document Management systems. Drake Documents is one of the workflow tools offered by Drake Tax. Best suited for small to mid-sized accounting firms, Drake Documents is included as part of Drake Tax and is not offered as a stand-alone document management application. Available as […]

OfficeTools WorkSpace Document Management System www.officetools.com From the 2020 reviews of Document Storage and Document Management systems. OfficeTools WorkSpace Document Management System (DMS) is part of OfficeTools, a practice management application that combines CRM, project management, and time and billing into a single application. The DMS offered in OfficeTools is part of the main application […]

SmartVault Document Storage www.smartvault.com From the 2020 reviews of Document Storage and Document Management systems. SmartVault offers complete online document storage, branded client portals, and secure file sharing capability. A good fit for businesses and accounting firms of any size, SmartVault is scalable, with two types of plans: SmartVault for Business, and SmartVault for Accountants. […]

Onvio Documents Thomson Reuters https://tax.thomsonreuters.com/onvio/documents/ From the 2020 reviews of Document Storage and Document Management systems. Well-suited for accounting firms of any size, Onvio Documents is part of the Onvio Firm Management suite of applications from Thomson Reuters. Onvio also includes time and billing and an online client center that functions as a portal. Designed […]