Accounting Technology Lab Podcast February 6, 2026
Randy Johnston and Brian Tankersley recap their firsthand experience at Acumatica Summit 2026 in Seattle, framing it as a year of evolution rather than revolution for the cloud ERP platform.
February 8, 2026
February 6, 2026
February 6, 2026
February 6, 2026
February 26, 2019
Document Management Systems Review (For Your Firm) — 3325 char. It’s that time of year again where you put down your workpaper files and pick up the latest edition of The CPA Technology Advisor (CPATA) to learn about how you can move your firm forward with technology. To help make your summer reading worthwhile, we...…
February 26, 2019
888-693-6248 www.doc-it.net The Doc.It suite has evolved to a very mature solution as it approaches its 10-year anniversary, which is a lifetime when it comes to accounting-centric DMS solutions. Doc.It continues to be loyal to the concept of separating archived documents from work in process documents. The system treats the two types very differently, but...…
February 26, 2019
3569 characters 866-638-3627 www.netdocuments.com This product was launched in 1999 and has been primarily focused on law firms and financial services organizations. The vendor claims to be custodian for over 100 million documents. NetDocuments is beginning to target the accounting firm marketplace, with 20 firms currently using the system. There is no direct integration with...…
February 26, 2019
4221 characters 800-735-7749 www.docushare.xerox.com DocuShare is new to our DMS reviews this year. Xerox has developed this as a horizontal application to work in many different types of organizations. The focus is on small to mid-size businesses, although DocuShare also scales to accommodate larger organizations. It is a completely browser-based application developed in Java, which...…
February 26, 2019
4337 characters For those who still don’t quite understand the whole “cloud computing” movement, don’t worry. You don’t really need to know what it is to be a part of it. In fact, you already are a part of it. Much of the things we do for our professional and personal lives are now done...…
February 26, 2019
9066 characters 415-399-9716 www.workingpoint.com Formerly called NetBooks, the completely web-based WorkingPoint small business accounting system offers small entities a good collection of tools for running their businesses, invoicing, interacting with clients and managing other activities. The system is geared primarily for very small businesses and doesn’t offer all of the functions/features outlined in our...…
February 26, 2019
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...…
February 26, 2019
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...…
February 26, 2019
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...…
February 26, 2019
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...…
February 26, 2019
1863 Characters 800-688-4281 www.personable.com The SourceLink document storage solution is a niche application designed to integrate directly with QuickBooks to store and tag supporting documents with individual QB transactions. Core Functionality The Workflow DMS module incorporates rules-based document routing functionality. Documents are organized by a folder/sub-folder hierarchy. The files are stored within Windows Explorer. A...…
February 26, 2019
8381 characters 262-317-3700 www.wennsoft.com WennSoft was founded in 1995 and offers enterprise-level software solutions to the construction trades, including builders, equipment managers and operators, and service contractors. Built on Microsoft Dynamics GP, WennSoft is a powerful industry-specific tool that is surprisingly easy to use. Basic System Functions WennSoft contains a drop-down menu at the top...…