Article

March 27, 2013 

CCH, a Wolters Kluwer business — CCH ProSystem fx Portal800-PFX-9998CCHGroup.com Best Fit Accounting professionals who need the ability to create, update, and manage up to 2,500 or more client portals in a powerful client interface. The Enterprise version supports unlimited portals. Firms who use the CCH ProSystem fx suite of applications (but not necessarily those...…

March 27, 2013 

Citrix ShareFile800-441-3453www.ShareFileCPA.com Best Fit: Firms who would like a simple and secure tool for storing and exchanging files with clients, staff, and vendors. Strengths Flexible, secure (99.99% uptime), and stable tool with features and plans which can scale to meet the needs of firms of all sizes. Customizable, firm-branded site (yourfirmname.sharefile.com) with colors and fonts...…

March 27, 2013 

From the April 2013 review of portal systems. Although our review is focused on solutions which are separate from the other applications used by an organization, there are some solutions which offer portals as an integrated add-on feature. We excluded these from our traditional review, but these tools should be considered for those who use...…

Brian Tankersley

March 27, 2013 

One of the real challenges associated with selecting portal solutions is the way the product fits into a company’s workflow. We selected eleven portal products for this year’s review (and could have easily located and reviewed 50 solutions, assuming unlimited money and caffeine were available).

Brian Tankersley

March 27, 2013 

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...…

March 27, 2013 

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...…

March 27, 2013 

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:...…

March 27, 2013 

Next-generation upgrade enables firm to standardize services and fees, attract ideal clients, and accelerate growth

Kristy Short, Ed.D.

March 26, 2013 

Join Darren Root on Thursday, March 28 at 2 p.m. ET as he chats with a CCH customer about how her firm streamlined their accounting research process.

March 26, 2013 

866-NETDOCS www.netdocuments.com 2011 Overall Rating 4.5   Best Firm Fit: NetDocuments’ biggest market is law firms, which represents 70% of the company’s customer base. Although they don’t have a deep presence in accounting firms at this stage, they have a strong presence in many similar businesses, such as financial advisory firms. The system is highly...…

John Higgins

March 21, 2013 

A group of 10 Jacksonville, Florida, CPAs meets monthly to discuss issues relevant to them and share best practices and tips for their firms.

Taija Sparkman

March 4, 2013 

Our society seems to be taking the “paperless” movement in all directions, including to our wallets. The mobile payment phenomenon is a part of this continuing shift, but one that has different pros and cons than traditional online payment or e-invoicing utilities.

Isaac M. O'Bannon