Latest Articles

December 18, 2017 

Young finance professionals at small and medium-size practices are a mobile group who seek out professional development and are well-equipped to deal with changes being driven by globalization and technology, finds a new report by ACCA.

Isaac M. O'Bannon

December 18, 2017 

Generating sales can be a complex and sometimes expensive endeavor, with marketing campaigns, lead nurturing programs, solution demos, RFPs, on-site presentations and follow-up meetings all forming a part of the typical process.

December 18, 2017 

It should come as no surprise to most employers that today's workplace has come to be regarded as the most regulated place in America. It is so because of one simple fact. The federal government, state government, and even local entities, such as ...

Richard D. Alaniz, JD

December 18, 2017 

Originally designed for accounting firms, eFileCabinet is now used by a variety of business types including health care, law firms, and property management companies. eFileCabinet can be deployed as an on-premise product or as an online solution.

Mary Girsch-Bock

December 18, 2017 

SmartVault Document Storage from SmartVault is a good fit for mid-sized accounting firms. SmartVault includes a client portal while offering integration with QuickBooks and QuickBooks Online, and also offers apps that provide integration with other ...

Mary Girsch-Bock

December 18, 2017 

Drake allows users to store documents of any kind. All files are stored as a PDF, so users must print to the included document management print driver which will automatically save the documents to the folder indicated. With easy integration with ...

Mary Girsch-Bock

December 18, 2017 

No matter if they offer similar services, each business has a different workplace culture. Some firms have a reputation for a relentless pace, whereas others pride themselves on family-friendly policies and programs. Some are known for having fun, ...

Paul McDonald

December 18, 2017 

Cloud Cabinet is completely cloud-based, so firm employees can easily access stored documents at the office, at home, or on the road.

Mary Girsch-Bock

December 18, 2017 

OfficeTools is a comprehensive practice management solution for accountants. Recently purchased by AbacusNext, OfficeTools is best suited for small to mid-sized accounting firms that are in the market for a strong practice management solution that...

Mary Girsch-Bock

December 18, 2017 

Doc.It Suite is a sophisticated document management software that is well suited for firms of all sizes. Doc.It offers excellent document management capability, as well as a variety of other features such as Workflow, Archive, PDF Editor, Web Portal, ...

Mary Girsch-Bock

December 18, 2017 

FileCabinet CS from Thomson Reuters is a document storage and management system designed for firms of all sizes. FileCabinet CS can be used as a stand-alone application, but works best in conjunction with other Thomson Reuters CS suite of applications.

Mary Girsch-Bock

December 18, 2017 

GoFileRoom is cloud-based, so users can easily manage documents from any location using any device with an Internet connection.

Mary Girsch-Bock