Accounting February 28, 2026
Voting Opens for 2026 Readers’ Choice Awards!
Voting in the 2026 Readers’ Choice Awards is now open. Readers can vote for the programs, hardware, services, and other technologies they use and trust.
September 5, 2014
Paradigm Shifts in Accounting Technology
Regardless of how disruptive new innovations are, they are an inevitable characteristic of our evolving business environment, just as innovation is fundamental to human evolution. And it’s smart business to seize opportunities created by these new innovations. Twenty-five years ago, it was a revolutionary idea for a small business owner to purchase a computer and...…
September 5, 2014
Are You Ready for a Smoother Running Firm?
Electronically Stored Information (ESI) has become critical to delivering good client service, higher realization, effective procedures or workflow, and better efficiency. Managing ESI is also critical for controlling risk. If your firm tries to work with ESI the same way you worked in paper, you can expect problems, issues and frustration. If you are working...…
September 5, 2014
2011 Review of Document Management Systems (DMS)
As I do with every article I author, I started this piece by thinking about the key messages that should be conveyed. This is the sixth consecutive review of document management systems (DMS) I have conducted for CPA Practice Advisor, and it is important to continue to provide current and relevant information about the DMS...…
September 5, 2014
XCM Solutions, LLC 2011 Who’s Who
Company Overview Founded by CPAs, XCM Solutions, LLC is the leader in delivering workflow management solutions that empower accounting professionals at firms of all sizes and specialties, and within corporate finance departments, to improve efficiency, productivity and profitability by giving professionals better control over their processes for completing work. Since 2004, the XCM...…
September 5, 2014
Treeno Software, Inc. — Treeno Enterprise Document Management
800-528-5005 www.treenosoftware.com 2011 Overall Rating 4.75 Best Firm Fit: Treeno solutions are traditionally more focused on corporate accounting departments than on accounting firms, but the SaaS deployment option makes this a viable solution for firms of all sizes. If your firm is using any of the integrated accounting software applications listed below, Treeno may be...…
September 5, 2014
Building for Success by Finding the Right Partners
There are as many tips for building a successful practice as there are successful firms, but what they all share are strategies that have led to successful partnerships with outside technology and service providers. In the 21st Century, these technologies and services are more than simple tools or aides, they are integral components of business...…
September 5, 2014
DocuLex, Inc. — Archive Studio Software Suite
863-297-3691 x236 www.doculex.com 2011 Overall Rating 4.5 Best Firm Fit: DocuLex is best suited for firms that are looking for a document repository that facilitates quick text-based document retrieval. Its strength seems to be focused on archiving and retrieving documents for review, as opposed to generating word processing documents and forms with annotations and general...…
September 5, 2014
Thomson Reuters — GoFileRoom
800-968-8900 cs.thomsonreuters.com 2011 Overall Rating 4.75 Best Firm Fit: GoFileRoom was initially targeted to mid-size and large firms, with GoFileRoom CS offered to smaller firms. As a SaaS application with no infrastructure to deal with, GoFileRoom is an attractive option for smaller firms. Since the GoFileRoom solution offers document management, workflow and an integrated...…
September 5, 2014
Peachtree 2012: New Tools You Should Know About
One of the problems with getting the average user to adopt new technology is an unnatural fear that they will somehow make a mistake and cause a cataclysmic event that destroys Western civilization as we know it. Although that’s probably a slight exaggeration of the fears that prevent them from trying new features and functions,...…
September 5, 2014
Thomson Reuters — FileCabinet CS
800-968-8900 CS.ThomsonReuters.com 2011 Overall Rating 4.75 Best Firm Fit: There is no question that the ideal firm to implement FileCabinet CS is one using the other CS Professional Suite of applications: UltraTax CS, Accounting CS, Engagement CS, etc. The system was designed from the ground up to be a repository for documents and reports generated...…
September 5, 2014
NetSuite Inc.
877-Net-Suite www.netsuite.com NetSuite was one of the first online accounting systems for small and mid-sized business, debuting in 1998, and since then evolving into a comprehensive enterprise management system. The core components of NetSuite include fully integrated accounting, CRP, ERP and ecommerce capabilities, with strong modules for sales, finance, shipping, logistics and fulfillment. The NetSuite...…
September 5, 2014
LessAccounting
866-936-5377 www.LessAccounting.com For Some Clients, Less is More Effective In the last few years, a new market has been taking shape for web-based small business accounting systems that are geared toward users with simpler business needs. The programs, often centered on invoice tracking and management, take direct aim at the traditional do-everything bookkeeping systems as...…