Latest Articles

August 14, 2015 

Designed for accounting and tax professionals, GoFileRoom is built to be used exclusively with the Internet Explorer web browser. Cloud-based, GoFileRoom offers solid document management capabilities, along with additional modules that support ...

Mary Girsch-Bock

August 14, 2015 

iChannel is a web based document management solution suitable for mid-to large size businesses. Originally designed for CPA firms, iChannel is well-suited to a variety of industries including legal, real estate, healthcare, and even schools and nonprofits

Mary Girsch-Bock

August 14, 2015 

FileCabinet CS from Thomson Reuters is the document storage application that is included in Thomas Reuters CS Professional Suite of applications. Available in two versions, the base version is ideal for smaller firms, while a Microsoft SQL version is ...

Mary Girsch-Bock

August 14, 2015 

Completely revamped in 2013, the product offers a newly designed user interface designed to make system navigation easier. The product also syncs with Microsoft Office 2007, 2010, and 2013, making it easy to manage email documents as well.

Mary Girsch-Bock

August 14, 2015 

Originally designed for accounting firms, Cabinet SAFE Cloud is designed to provide flexible, robust document management capability with documents stored safely in the cloud. Cabinet SAFE is also available for those that need an on-premise product ...

Mary Girsch-Bock

August 14, 2015 

CCH Axcess Document and CCH ProSystem fx Document are the two document management products offered by Wolters Kluwer Tax & Accounting US. CCH ProSystem fx Document offers the on premise version of the product, while CCH Axcess Document is deployed in ...

Mary Girsch-Bock

August 14, 2015 

Whether your firm is in the market for a document management system or a document storage system depends on a number of things, including workflow levels, current tax software utilized, and even future needs. Cost may play a role as well, although ...

Mary Girsch-Bock

August 13, 2015 

To paraphrase the fictional newscaster Howard Beale (played by the late Peter Finch) in the classic movie Network, tax professionals are mad as hell and they’re not going to take it anymore.

August 13, 2015 

Health insurance, what it covers and how much it costs are important matters to our clients. This article explores key issues our clients need to consider when choosing health insurance this year.

August 13, 2015 

More than 4,000 victims who have collectively reported over $20 million in financial losses as a result of tax scams since October 2013.

August 13, 2015 

Employees who are expected to be full-time workers (30 hours or more per week) must be offered insurance within 90 days of hire.

August 13, 2015 

Let's get ready to rumble reconcile. The sixth annual 2015 AICPA Accounting Competition is underway and will award a total of $40,000 to the winning teams, challenges undergraduate students to work together as management accountants to help a business hon