1222 characters 877-PAPER-99 (877-727-3799) www.PaperSave.com PaperSave approaches document management from a unique perspective compared to the other solutions in our document storage review, which makes it more difficult to assign a comparable rating to PaperSave. It is designed primarily to be a document management system that is linked to accounting systems such as QuickBooks, Microsoft […]
3301 characters 800-765-7777 (Lacerte) Lacerte.intuit.com 800-934-1040 (ProSeries) Proseries.intuit.com The Lacerte DMS and ProSeries DMS are essentially the same application with minor differences to accommodate their respective tax prep packages. Core Functionality As you might expect, the primary feature is the integration with the tax software. When you print a preparer or client copy of the […]
2952 characters 877-574-5505 www.efilecabinet.com As the name implies, eFileCabinet is designed to emulate a traditional paper file cabinet. Core Functionality The files are organized in a typical cabinet > drawer > folder > sub-folder > document model. The initial view displays a list of client names as a link to their respective folders. The client’s […]
2929 Characters 2010 Document Storage Review By John Higgins, CPA.CITP Are you thinking about going paperless? If so, you will find this review of electronic document storage solutions for accounting and tax practices to be a helpful resource to shortcut your process of researching potential solutions. In last month’s issue, we reviewed a series of […]
800-968-8900 CS.ThomsonReuters.com Thomson Reuters offers Trial Balance CS as a stand-alone program that can be used as an integrated component of the larger CS Professional Accounting Suite. The system can support any number of client businesses and includes an array of tools for generation of financial statements, testing balances, customizing client-ready output and performing consolidations. […]
800-968-8900 cs.ThomsonReuters.com Engagement CS is the audit engagement component of the CS Professional Suite from Thomson Reuters, providing a workflow and process management solution that includes comprehensive trial balance capabilities along with multi-professional collaboration tools, advanced document archiving, integrated research and confirmation services, and additional practice tools. Basic System Functions Engagement CS is available as […]
800-292-2962 www.cyma.com CYMA Accounting for Windows offers several industry-specific modules designed to integrate with the vendor’s financial suite of modules. Ideal for mid-sized construction companies, CYMA offers an array of features not frequently found in less expensive products. Although it can easily work independently, the Job Costing module is truly designed to work with the […]
2565 characters 888-667-8440 www.officetoolspro.com Office Tools Pro (OTP) distinguishes itself in this market by offering an integrated solution that includes document storage, contact management, time tracking, billing, project tracking and more. Core Functionality OTP is designed as an all-in-one solution, providing direct integration with the applications listed above, and they are all accessible from a […]