Mary Girsch-Bock is a graduate of the University of Illinois-Chicago. She began her career as accountant and later made the switch to writing full time, concentrating on business and technology, with a focus on small business. A former QuickBooks beta tester, Mary has been a featured regular contributor to CPA Practice Advisor since 2002, and she has also been published in The Motley Fool, The Blueprint, and Property Manager.com. She currently writes a monthly accounting and technology-related blog for PLANERGY, and ghostwrites several blogs for various software companies.
February 19, 2018
Xero www.xero.com From the 2018 reviews of Cash Management systems. Xero is designed for self-employed and small business owners. Completely cloud-based, Xero is scalable, with three versions available, with each version offers additional functionality. A complete financial management product, Xero offers solid cash management functionality. Users can utilize the Xero dashboard for cash forecasting, with...…
February 19, 2018
Kashoo www.kashoo.com From the 2018 reviews of Cash Management systems. Kashoo bills itself as Simple Online Accounting, with the product offers easy online access to the small business owner and self-employed individual. Completely cloud-based, Kashoo is accessible from a desktop, laptop, or from your iPhone or iPad. Kashoo offers double-entry accounting, as well as custom...…
February 19, 2018
CashFlowMapper www.cashflowmapper.com From the 2018 reviews of Cash Management apps. CashFlowMapper is well suited for businesses of any size that want to create a variety of custom cash flow plans for their business. Users simply choose the plan details when creating a new plan; entering the opening cash balance, along with a minimum cash balance....…
February 19, 2018
Mint from Intuit www.mint.com From the 2018 reviews of Cash Management apps. Mint, from Intuit, is a personal finance tool designed to bring all financial data together to create a single view of all cash related activity. Supported by targeted ads, Mint is free to use, and is designed for individuals who wish to manage...…
February 19, 2018
http://Tax.thomsonreuters.com/cs-professional-suite From the 2018 reviews of Cash Management systems. Accounting CS from Thomson Reuters is a good fit for accounting professionals that currently handle bookkeeping and accounting for their clients. Accounting CS is designed to integrate with other Thomson Reuters products that are designed specifically for accountants. Along with standard accounting/financial functionality, Accounting CS also offers...…
February 19, 2018
FreshBooks www.freshbooks.com From the 2018 review of Cash Management systems. FreshBooks offers cloud accounting for both self-employed individuals and small business owners. Ideal for those that need to track time and bill clients, FreshBooks also offers invoicing, expense tracking, projects, estimates, and payment acceptance. FreshBooks can be used from a desktop, laptop, or any mobile device...…
December 18, 2017
Originally designed for accounting firms, eFileCabinet is now used by a variety of business types including health care, law firms, and property management companies. eFileCabinet can be deployed as an on-premise product or as an online solution.
December 18, 2017
SmartVault Document Storage from SmartVault is a good fit for mid-sized accounting firms. SmartVault includes a client portal while offering integration with QuickBooks and QuickBooks Online, and also offers apps that provide integration with other ...
December 18, 2017
Drake allows users to store documents of any kind. All files are stored as a PDF, so users must print to the included document management print driver which will automatically save the documents to the folder indicated. With easy integration with ...
December 18, 2017
Cloud Cabinet is completely cloud-based, so firm employees can easily access stored documents at the office, at home, or on the road.
December 18, 2017
OfficeTools is a comprehensive practice management solution for accountants. Recently purchased by AbacusNext, OfficeTools is best suited for small to mid-sized accounting firms that are in the market for a strong practice management solution that...
December 18, 2017
Doc.It Suite is a sophisticated document management software that is well suited for firms of all sizes. Doc.It offers excellent document management capability, as well as a variety of other features such as Workflow, Archive, PDF Editor, Web Portal, ...
