Mary Girsch-Bock

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...…

Mary Girsch-Bock

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...…

Mary Girsch-Bock

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.

Mary Girsch-Bock

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 ...

Mary Girsch-Bock

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 ...

Mary Girsch-Bock

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.

Mary Girsch-Bock

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...

Mary Girsch-Bock

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, ...

Mary Girsch-Bock

December 18, 2017 

FileCabinet CS from Thomson Reuters is a document storage and management system designed for firms of all sizes. FileCabinet CS can be used as a stand-alone application, but works best in conjunction with other Thomson Reuters CS suite of applications.

Mary Girsch-Bock

December 18, 2017 

GoFileRoom is cloud-based, so users can easily manage documents from any location using any device with an Internet connection.

Mary Girsch-Bock

December 18, 2017 

iChannel from Conarc is best suited to larger accounting firms that desire a more comprehensive document management system. iChannel is also a good fit for commercial real estate and construction and contracting industries.

Mary Girsch-Bock

December 18, 2017 

Completely cloud-based, Onvio Documents offers a mobile app that supports both iOS and Android devices. The mobile app offers the same functionality as the online application, and using the mobile app, users can snap a photo of source documents or ...

Mary Girsch-Bock