Latest Articles

September 21, 2020 

Drake Documents www.drakesoftware.com From the 2020 reviews of Document Storage and Document Management systems. Drake Documents is one of the workflow tools offered by Drake Tax. Best suited for small to mid-sized accounting firms, Drake Documents is included as part of Drake Tax and is not offered as a stand-alone document management application. Available as...…

Mary Girsch-Bock

September 21, 2020 

OfficeTools WorkSpace Document Management System www.officetools.com From the 2020 reviews of Document Storage and Document Management systems. OfficeTools WorkSpace Document Management System (DMS) is part of OfficeTools, a practice management application that combines CRM, project management, and time and billing into a single application. The DMS offered in OfficeTools is part of the main application...…

Mary Girsch-Bock

September 21, 2020 

SmartVault Document Storage www.smartvault.com From the 2020 reviews of Document Storage and Document Management systems. SmartVault offers complete online document storage, branded client portals, and secure file sharing capability. A good fit for businesses and accounting firms of any size, SmartVault is scalable, with two types of plans: SmartVault for Business, and SmartVault for Accountants....…

Mary Girsch-Bock

September 21, 2020 

Onvio Documents Thomson Reuters https://tax.thomsonreuters.com/onvio/documents/ From the 2020 reviews of Document Storage and Document Management systems. Well-suited for accounting firms of any size, Onvio Documents is part of the Onvio Firm Management suite of applications from Thomson Reuters. Onvio also includes time and billing and an online client center that functions as a portal. Designed...…

Mary Girsch-Bock

September 21, 2020 

GoFileRoom Thomson Reuters www.gofileroom.com From the 2020 reviews of Document Storage and Document Management systems. GoFileRoom from Thomson Reuters is part of the CS Professional Suite of applications. A cloud-based document management solution, GoFileRoom is designed specifically for accounting firms, and is better suited for larger firms with complex document management needs and works best...…

Mary Girsch-Bock

September 21, 2020 

eFileCabinet www.efilecabinet.com From the 2020 reviews of Document Storage and Document Management systems. eFileCabinet is well-suited for accounting firms of any size. The application can also be used in a variety of industries including legal, real estate, and healthcare. Scalable, eFileCabinet offers three plans as well as both on-premise and online deployment. A mobile app...…

Mary Girsch-Bock

September 21, 2020 

iChannel Conarc www.conarc.com From the 2020 reviews of Document Storage and Document Management systems. iChannel from Conarc is designed for businesses with complex document management requirements. Suitable for a variety of businesses including accounting and legal firms, construction and contractor industries as well as real estate companies, iChannel offers both on-premise and cloud hosted deployment...…

Mary Girsch-Bock

September 21, 2020 

PSIsafe PSIGEN www.psigen.com From the 2020 reviews of Document Storage and Document Management systems. After its purchase of both Cabinet SAFE and Cabinet SAFE Cloud in 2017, PSIGEN introduced a new product: PSIsafe. Well-suited for mid-sized and larger companies, PSIsafe offers excellent document management solutions for a variety of business types, including financial services companies,...…

Mary Girsch-Bock

September 21, 2020 

As more products and services become taxable, tax structures become increasingly complex, especially when it comes to calculating consumer use tax in critical business functions such as accruals, asset and goods management and purchase orders.

September 21, 2020 

GTM’s R&D Tax Credit Services Practice focuses on R&D tax credits, incentives, and deductions at the federal, state, and international levels. Utilizing innovative methodology and software tools to deliver customized solutions that maximize project ...

September 21, 2020 

Like many holidays this year, Americans are planning to celebrate Halloween despite the ongoing coronavirus pandemic. The autumnal holiday may look a little different this year, but consumers are finding ways to safely mark the occasion.

September 21, 2020 

The partnership will combine JCAP's knowledge of the local market with TreasuryXpress' innovative treasury automation software to deliver services and solutions to help fund administrators achieve best treasury and corporate governance practices.