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February 26, 2019 

4850 characters 800-621-6501www.cabinetng.com This is an example of a DMS solution that is designed horizontally for deployment in a variety of industry types, but the vendor focuses on the accounting firm market as a key niche. This review is on CNG-SAFE, the vendor’s enterprise DMS solution. They also offer CNG-Books, which is designed specifically to...…

February 26, 2019 

3941 characters 888-790-7045 ext. 708 www.Acct1st.com The development team at Acct1st has been working hard to continue to move the application forward in its breadth of features and functions. Their signature pricing model of $1.00 per user per day remains intact as the product continues to mature. Acct1st is built for accounting and tax practices....…

February 26, 2019 

3926 characters 800-528-5005 treenosoftware.com Treeno Software is another new entrant to our DMS reviews this year with its Treeno Content Server. My first impression is positive. I like the fact that it is offered as a web-hosted or on-premise solution and that it is browser-based. Treeno Software is a relatively small company with a staff...…

February 26, 2019 

Document Management Systems Review (For Your Firm) — 3325 char. It’s that time of year again where you put down your workpaper files and pick up the latest edition of The CPA Technology Advisor (CPATA) to learn about how you can move your firm forward with technology. To help make your summer reading worthwhile, we...…

February 26, 2019 

888-693-6248 www.doc-it.net The Doc.It suite has evolved to a very mature solution as it approaches its 10-year anniversary, which is a lifetime when it comes to accounting-centric DMS solutions. Doc.It continues to be loyal to the concept of separating archived documents from work in process documents. The system treats the two types very differently, but...…

February 26, 2019 

3569 characters 866-638-3627 www.netdocuments.com This product was launched in 1999 and has been primarily focused on law firms and financial services organizations. The vendor claims to be custodian for over 100 million documents. NetDocuments is beginning to target the accounting firm marketplace, with 20 firms currently using the system. There is no direct integration with...…

February 26, 2019 

4221 characters 800-735-7749 www.docushare.xerox.com DocuShare is new to our DMS reviews this year. Xerox has developed this as a horizontal application to work in many different types of organizations. The focus is on small to mid-size businesses, although DocuShare also scales to accommodate larger organizations. It is a completely browser-based application developed in Java, which...…

February 26, 2019 

4337 characters For those who still don’t quite understand the whole “cloud computing” movement, don’t worry. You don’t really need to know what it is to be a part of it. In fact, you already are a part of it. Much of the things we do for our professional and personal lives are now done...…

February 26, 2019 

9066 characters   415-399-9716 www.workingpoint.com Formerly called NetBooks, the completely web-based WorkingPoint small business accounting system offers small entities a good collection of tools for running their businesses, invoicing, interacting with clients and managing other activities. The system is geared primarily for very small businesses and doesn’t offer all of the functions/features outlined in our...…

February 26, 2019 

2929 Characters 2010 Document Storage Review By John Higgins, CPA.CITP Are you thinking about going paperless? If so, you will find this review of electronic document storage solutions for accounting and tax practices to be a helpful resource to shortcut your process of researching potential solutions. In last month’s issue, we reviewed a series of...…

February 26, 2019 

2952 characters 877-574-5505 www.efilecabinet.com As the name implies, eFileCabinet is designed to emulate a traditional paper file cabinet. Core Functionality The files are organized in a typical cabinet > drawer > folder > sub-folder > document model. The initial view displays a list of client names as a link to their respective folders. The client’s...…

February 26, 2019 

3301 characters 800-765-7777 (Lacerte) Lacerte.intuit.com 800-934-1040 (ProSeries) Proseries.intuit.com The Lacerte DMS and ProSeries DMS are essentially the same application with minor differences to accommodate their respective tax prep packages. Core Functionality As you might expect, the primary feature is the integration with the tax software. When you print a preparer or client copy of the...…