Latest Articles

September 17, 2019 

The Workiva and FloQast data integration will be available in the fourth quarter of 2019. Customers can learn more about the partnership at the Workvia Amplify annual user conference, September 9-12, at the Gaylord Texan Resort and Conference Center ...

September 17, 2019 

As part of the program, Vertex provides integration design and security standards for ISV partners and conducts rigorous review and testing processes. Vertex validated integrations support the most complex use cases to provide consistent, accurate ...

September 17, 2019 

In the business communication classes that I teach, I’m often asked how we accountants should respond when clients want to communicate with us via text messaging. Sometimes this question falls directly down generational lines ...

September 16, 2019 

Held Aug. 21-23 in conjunction with MACPA learning affiliate the Business Learning Institute, the Leadership Academy focuses on the unique skills tomorrow’s leaders will need to take their organizations to the next level and help their people grow and ...

September 16, 2019 

How many times have you or your staff misplaced a document lately? Perhaps you were positive it was on your desk, but you suddenly realize it’s nowhere to be found. If you’re one of the lucky ones, you found the document in question later that day...

Mary Girsch-Bock

September 16, 2019 

SmartVault offers secure online document storage, and is a good fit for businesses and accounting firms of any size. The product is scalable, with plans available for small to enterprise level users. Along with online document storage, SmartVault ...

Mary Girsch-Bock

September 16, 2019 

OfficeTools WorkSpace Document Management System (DMS) is part of OfficeTools, a complete suite that combines CRM, project tracking, and time and billing into a single interface. Best suited for small to mid-sized firms that are seeking an ...

Mary Girsch-Bock

September 16, 2019 

Like all AccountantsWorld applications, Cloud Cabinet is cloud-based, allowing staff to access and store documents from any location. The application supports all file formats including Microsoft Word, Excel, and PowerPoint, TXT files, QuickBooks ...

Mary Girsch-Bock

September 16, 2019 

eFileCabinet is a document management solution well-suited for accounting firms of any size, with the application also suitable for a variety of business types including legal, healthcare, and property management. eFileCabinet offers both online/cloud ...

Mary Girsch-Bock

September 16, 2019 

Drake Documents is part of Drake Tax, and is well suited for small to mid-sized accounting firms that currently use other Drake Software applications. Drake Documents is included in Drake Tax and is not offered as a separate document management ...

Mary Girsch-Bock

September 16, 2019 

PSIsafe uses a variety of methods to store documents, including repositories and cabinets. Repositories in PSIsafe are typically categorized by department or by group and can be completely customized by users. Once a repository is created, users can ...

Mary Girsch-Bock

September 16, 2019 

CCH Axcess Document Wolters Kluwer https://taxna.wolterskluwer.com/ From the 2019 reviews of Document Management and Storage systems for accounting firms. CCH Axcess Document from Wolters Kluwer is well suited for accounting firms of any size. While users will experience increased functionality when CCH Axcess Document is used with other CCH Axcess applications, the product can also...…

Mary Girsch-Bock