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 2013 Review of cPaperless, LLC — CPA SafeMail 3.1

March 27, 2013 

2013 Review of cPaperless, LLC — CPA SafeMail 3.1

cPaperless, LLC — CPA SafeMail 3.1800-716-2558 x100www.cPaperless.com From the April 2013 review of client portal systems. Best Fit: Firms who want to use a range of tools to automate the preparation and secure transmission of documents to and from third parties. Firms who want to adopt the CPA SafeSign electronic signature service. Strengths: Outlook add-in...…

 2013 Review of Ziptr Client Portals

March 27, 2013 

2013 Review of Ziptr Client Portals

Ziptr(785) 365-1022www.ziptr.com From the April 2013 review of client portal systems. Best Fit: Ziptr is best suited for individuals and firms who need a standalone product for secure messaging and encrypted file delivery. Strengths A simple to use tool with strong encryption that makes it easy to collaborate on confidential matters with users outside the...…

 2013 Review of Applied Answers, Inc. — FileGenius

March 27, 2013 

2013 Review of Applied Answers, Inc. — FileGenius

Applied Answers, Inc. — FileGenius888-753-2245 x703www.filegenius.com From the April 2013 review of client portal systems. Best Fit: FileGenius BASIC is best for a small organization that needs 10 or fewer employee accounts and 25 or fewer client portals. FileGenius TOTAL offers unlimited employee accounts and client portals, unlimited transactions and more robust management tools. Strengths:...…

 Former credit union VP sentenced in $1 million embezzlement

March 26, 2013 

Former credit union VP sentenced in $1 million embezzlement

The onetime second-in-command of Upland, California-based Chaffey Federal Credit Union, who pleaded guilty to embezzling nearly $1 million from the institution, was sentenced in Riverside Federal Court to 21/2 years in prison Monday, March 25.