June 2012

A Work-Life Balance Feature

Column: Small Business Tech Advisor

Column: Monthly Micro Apps

Column: My Perspective

Choosing the right digital strategy can improve your bottom line.

A Great Practices Feature

Document Storage to the Cloud

The growing trend of employees bringing their own mobile devices into the workplace is referred to as BYOD (Bring Your Own Device) or the consumerization of IT and is one that deserves your attention.

SmartVault Corporation — SmartVault866-674-6785www.smartvault.com   Best Firm Fit SmartVault (SV) has established itself as a leading online file storage solution for accounting and tax professionals. If your primary objective is to have a secure, online file sharing solution to exchange files back and forth with your clients, SmartVault will serve you well. The system includes […]

Office Tools Professional — Practice Management 2012661-951-9200www.officetoolspro.com   Best Firm Fit Office Tools Professional (OTP) Practice Management 2012 is best suited for small and mid-sized firms who want to have a single point of entry to manage all of their client interactions, correspondence and files. This system has been deployed in in firms from 2-80 […]

Intuit — Lacerte & ProSeries DMS800-765-7777Lacerte.intuit.com, Proseries.intuit.com   Best Firm Fit: The primary value of these two document storage systems is based in their direct integration with the ProSeries and Lacerte tax preparation software applications. If you’re a tax practitioner using either of these programs, or are considering a switch to them, the integrated DMS […]

eFileCabinet, Inc. — eFileCabinet Online877-574-5505www.efilecabinet.com Best Firm FiteFileCabinet (EFC) offers a complete document storage solution that has substantial flexibility in how you configure the metadata model for organizing your file storage. As a result, EFC has been deployed in a variety of business types, including accounting and tax practices. The system has been on the […]

Column: The Bleeding Edge.

CCH Small Firm Services — PaperlessPLUS800-375-9542www.cchsfs.com From the June 2012 review of Document Storage Systems Best Firm FitPaperlessPLUS is a document storage system that integrates with the ATX and TaxWise tax preparation, Client Accounting Suite and Fixed Asset software from CCH Small Firm Services (SFS). While the system includes certain features only available to current […]

As advanced and streamlined online payroll systems have allowed accountants to bring payroll back as a profitable service in their firms, many of the leading providers of those payroll programs have started offering mobile apps for smart phones that allow users to quickly process payrolls.

A Productivity in Practice feature.

YouTube isn't just for entertainment, you can also put it to work to help promote you and your firm.

RedGear Technologies — ArkWorks800-230-2322www.taxworks.com   Best Firm Fit ArkWorks is a very basic document storage system that helps you organize and search for files in a more user friendly format as compared to Windows Explorer. The only application it integrates directly with is the TaxWorks tax preparation software. The best fit is for firms that […]

Personable Inc. — ScanWriter 2012800-688-4281www.personable.com Best Firm Fit It is always pretty easy to identify the best firm fit for ScanWriter QuickBooks Edition (ScanWriter). It is designed at the core for serving as a document storage solution to support your QuickBooks transactions. If your firm provides outsourced bookkeeping and accounting services based on QuickBooks then […]

Thomson Reuters — FileCabinet CS 800-968-8900CS.ThomsonReuters.com Best Firm FitIt is real easy to identify where FileCabinet CS fits best. Since it is directly integrated with the entire CS Professional Suite of accounting and tax applications, FileCabinet CS fits best in firms that are utilizing one or more of those applications. The primary value proposition for FileCabinet CS […]

AccountantsWorld — CyberCabinet 888-999-1366 AccountantsWorld.com   Best Firm Fit CyberCabinet is a good fit for small firms that want to move to a cloud computing model. The suite of online applications from AccountantsWorld provides a “leave the driving to us” model for dealing with all of the IT infrastructure issues related to an on premise […]

Drake Software – Document Manager800-890-9500www.DrakeSoftware.com Best Firm Fit: The best fit firm for Drake DM is clearly for firms that are using the Drake tax software. The Drake DMS can be used as a document storage system on a stand-alone basis, however, as with many of the document storage solutions, the primary value is based […]

There is a constant topic of conversation both inside firms and at almost every conference. It is the age-old question of partner compensation and “how do you do it”.

Drake Software — Drake Taxwww.DrakeSoftware.com800-890-9500 Strengths: Top-rated live support All-inclusive pricing includes all entities, states, e-filing, tax planning, document management, and write-up system with live & ATF Payroll New online client collaboration system Integration with GruntWorx for paperless and automated tax prep Optional debit card and bank product dispersal of proceeds Multi-office manager sync system; […]