Latest Articles

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August 18, 2016 

2016 Review of Drake Documents

Drake Documents is a basic document management system which is included in Drake Software Tax applications. The product is available as a desktop installation, or as a hosted desktop, which provides easy anywhere access. Drake Documents completely ...

Mary Girsch-Bock

 2016 Review of Thomson Reuters GoFileRoom

August 18, 2016 

2016 Review of Thomson Reuters GoFileRoom

GoFileRoom is designed specifically for accounting and tax professionals and offers easy integration with other Thomson Reuters products. The product is available as an online version only, and works exclusively with the Internet Explorer browser.

Mary Girsch-Bock

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August 18, 2016 

2016 Review of eFileCabinet Document Management

eFileCabinet is available in both on-premise and cloud deployment, and is also accessible via iOS and Android devices. Both versions of the product have been significantly enhanced, with a streamlined user interface for easier system navigation.

Mary Girsch-Bock

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August 18, 2016 

2016 Review of Cabinet SAFE Cloud

Cabinet SAFE Cloud offers a cloud-based, enterprise level document management system that is hosted by the vendor. The product is also available as a standard on-premise application (Cabinet SAFE), and as a mobile app, that is compatible with both iOS ...

Mary Girsch-Bock

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August 18, 2016 

2016 Review of Doc.It Suite

Doc.It offers users both on-premise installation, as well as a cloud-based product that can be hosted by third parties. Along with flexible deployment options, Doc-It offers mobile integration, so users can access the product remotely using a laptop, ...

Mary Girsch-Bock

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August 18, 2016 

2016 Review of AccountantsWorld Cloud Cabinet

Cloud Cabinet, part of AccountantsWorld Power Practice suite of products, offers users an easily navigated, completely cloud-based document storage/management system. Cloud Cabinet is completely cloud-based, Cloud Cabinet allows firms to store and ...

Mary Girsch-Bock

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August 18, 2016 

2016 Review of SmartVault Document Storage

SmartVault is an online document storage application that also offers a secure portal feature for file sharing. The SmartVault Dashboard is where all activity is initiated from, and the interface offers quick access to system functions such as Clients ...

Mary Girsch-Bock

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August 18, 2016 

Beware Back to School Tax Scams

The IRS will never call to demand payment using a specific payment method such as a prepaid debit card, gift card or wire transfer. Generally, the IRS will first mail you a bill if you owe any taxes. The will not contact you by email, either.

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August 18, 2016 

Back to School Tax Tips for 2016

As the final weeks of summer tick away, back-to-school sales are ramping up and it's time to think about getting those kids back in the classroom. It's also a good time to think about a variety of tax breaks and deductions available for qualifying ...

Isaac M. O'Bannon