Drake Document Manager800.890.9500www.DrakeSoftware.com From the July 2013 review of Document Storage systems. Best Firm Fit: Firms who use the Drake Enterprises suite of applications for professional tax, accounting, and bookkeeping firms. Strengths Simple to use and included with the budget-priced Drake suite. Good integration with Drake’s add-on services for customers, including GruntWorx tax document organization […]
Intuit Lacerte and ProSeries DMS800.765.7777 (Lacerte) – http://accountants.intuit.com/lacerte800.934.1040 (ProSeries) – http://accountants.intuit.com/proseries From the July 2013 review of Document Storage systems. Best Firm Fit: Small tax and accounting firms who use Intuit’s Lacerte or ProSeries tax software and need to store documents associated with tax engagements. Strengths Good direct integration with the Lacerte and ProSeries applications, […]
Personable Document Management Suite 2013800.688.4281www.personable.com From the July 2013 review of Document Storage systems. Best Firm Fit: Firms who work with the desktop version of QuickBooks, as well as those who would like to set up workflow processes within the firm as well as with clients. Strengths Offers integration with Outlook, Windows Explorer, and QuickBooks. […]
The key is finding new ways to work more productively, of course. To do that requires constant evaluation and oversight of firm workflow and finding the right tools and best practices that meet the needs of the firm and its clients.
Business owners don’t have a boss to give them feedback, so many use their annual Profit & Loss (P&L) statement as their performance evaluation.
Over my 20 year career, I’ve spent an eternity in queues for tech support from a variety of companies. As I write this, I’ve been on hold for 80 minutes during business hours on a weekday to speak to a human about an issue. Dealing with hardware and software support is a hidden cost of doing business in every organization.
From the July 2013 Issue. Document management seems to be a recurring theme for my practice this year. It may be because there are so many improvements in products. It could be that document management can be resource intensive to implement and that it raises so many procedural and cultural issues. It could be that […]
Do you feel the winds of change blowing? Do you feel the impact of the cloud on your life? If not yet, you soon will. When I founded my first company PayCycle, I thought the web was all about anytime, anywhere access.