Sales Tax June 16, 2026
Yetter Consulting Services Named to Inc.’s 2026 Best Workplaces List
The recognition arrives as Yetter Consulting enters its 30th year of serving tax, accounting, finance, and operations professionals.
September 17, 2019
Vertex Formally Introduces Certified Partner-Built Tax Integration Program
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
To Text (or Not To Text) Your Clients
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 ...
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September 16, 2019
20 Young Professionals Graduate from MACPA/BLI Leadership Academy
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
2019 Review of Document Management and Document Storage Systems
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...
September 16, 2019
2019 Review of SmartVault Document Storage
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 ...
September 16, 2019
2019 Review of OfficeTools WorkSpace
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 ...
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September 16, 2019
2019 Review of AccountantsWorld Cloud Cabinet
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 ...
September 16, 2019
2019 Review of eFileCabinet Document Management
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 ...
September 16, 2019
2019 Review of Drake Documents
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 ...
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September 16, 2019
2019 Review of PSIsafe
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 ...
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September 16, 2019
2019 Review of CCH Axcess Document
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...…
September 16, 2019
2019 Review of iChannel
iChannel from Conarc is best suited for larger businesses that have complex document storage and management needs, including accounting and legal firms, contracting companies, and commercial real estate companies. iChannel offers various deployment ...