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 6, 2026
February 6, 2026
February 6, 2026
February 6, 2026
September 5, 2014
800-365-6790 www.a-systems.net 2011 Overall Rating 4.75 Best Fit: JobView is ideal for small to mid-sized construction and contractor businesses, but available in three versions that can take a small construction company through any growth transitions. Strengths: Scalable with three editions Overview & summary screens offer solid financial information for each company or project...…
September 5, 2014
eTEK International Inc. — eTEK for Microsoft Office 2010 800-888-6894 www.etek.net From the July 2011 Review Construction and Contractor Accounting Systems Best Fit: eTEK is scalable and an excellent choice for smaller construction companies in need of good job cost functionality that need to upgrade from entry-level products. eTEK for Microsoft Office is a...…
September 5, 2014
800-246-0800 www.foundationsoft.com 2011 Overall Rating 5 Best Fit: Foundation contains a laundry list of features well suited for construction businesses of varying sizes and trades, particularly those a step up from small mom and pop contractors with 1-10 employees and less than a million in annual revenues. Anything above that would benefit from...…
September 5, 2014
866-670-8471 DrakeSoftware.com 2011 Overall Rating 4.5 Best Firm Fit: Drake Document Manager is designed to serve as an extension of the Drake tax and write-up applications and will, therefore, be a natural solution with great value for firms that are using these systems. Strengths: Direct integration with Drake tax preparation, planning & write-up...…
September 5, 2014
One of the challenges in writing these reviews is to explain the delineation between document management and document storage solutions. I don’t think it is worth dwelling on this too much because the distinction will become apparent as you dig deeper into the different solutions in both categories. At the end of the day, it…
September 5, 2014
888-999-1366 www.accountantsworld.com 2011 Overall Rating 4.5 Best Firm Fit: CyberCabinet is best suited for sole practitioners and small firms who provide accounting, payroll and tax services. If your practice can use the Accountants Relief and Payroll Relief applications, you can have a solid online platform for running your practice without the hassle of...…
September 5, 2014
800-765-7777 http://lacerte.intuit.com/products/tax/document-management-system http://proseries.intuit.com/products/dms 2011 Overall Rating 4.75 Best Firm Fit: If your firm is using either the Intuit ProSeries or Lacerte tax preparation systems, then DMS is the natural first choice. It provides some functionality that can legitimately facilitate its use to manage the storage of all of your firm’s electronic documents....…
September 5, 2014
888-455-0183; www.atxinc.com 888-455-0182; www.taxwise.com 2011 Overall Rating 4.75 Best Firm Fit: If you are using either the ATX or TaxWise tax and/or accounting software applications, then the Document Manager is a natural choice simply because of the direct integration with those applications. Strengths: Integrated suite of small firm tax & accounting applications Integrated...…
September 5, 2014
713-479-5400 www.smartvault.com 2011 Overall Rating 4.75 Best Firm Fit: The nature of the SmartVault model positions it as a solution that can be utilized in any organization. The existing integration with QuickBooks increases its value in firms that use QuickBooks. Strengths: Cloud solution providing anytime, anywhere access & redundant data backup Encrypted transmission and...…
September 5, 2014
800-988-4465 ext 1 www.computhink.com 2011 Overall Rating 4.75 Best Firm Fit: ViewWise is a good fit for small and mid-size firms that want a system to manage documents across the entire firm, not just for client tax and accounting files. Strengths: Integrated suite of “paperless” applications Depth of document security controls Integration with MS Office...…
September 5, 2014
>> 2011 Awards Honor Advances in Technology
September 5, 2014
Remember 1991? M. Darren Root, CPA.CITP, Executive Editor In 1991 we had a network — Novell Network, I believe. We were using an application that was similar to IM called Right-Hand-Man, it was a TSR program that used up all of our minimal temporary memory and constantly crashed our desktops, but it did allow...…