2012 Review of AccountantsWorld — CyberCabinet

May 28, 2012 

2012 Review of AccountantsWorld — CyberCabinet

AccountantsWorld — CyberCabinet 888-999-1366 AccountantsWorld.com   Best Firm Fit CyberCabinet is a good fit for small firms that want to move to a cloud computing model. The suite of online applications from AccountantsWorld provides a “leave the driving to us” model for dealing with all of the IT infrastructure issues related to an on premise...…

John Higgins

 2012 Review of Drake Software – Document Manager

May 28, 2012 

2012 Review of Drake Software – Document Manager

Drake Software – Document Manager800-890-9500www.DrakeSoftware.com Best Firm Fit: The best fit firm for Drake DM is clearly for firms that are using the Drake tax software. The Drake DMS can be used as a document storage system on a stand-alone basis, however, as with many of the document storage solutions, the primary value is based...…

 Case Study: Doc.IT

April 24, 2012 

Case Study: Doc.IT

Firm ProfileArsement, Redd & Morella, LLC – Lafayette, LAwww.cpa-arm.com Contact – John R. Redd, III, CPA, CVA, Partner The firm operates out of a single office with 6 partners and 32 additional staff members. They are a traditional firm servicing small businesses by providing a “controllership by the hour” approach. A cornerstone of their original...…

 Case Study: Thomson Reuters GoFileRoom

April 24, 2012 

Case Study: Thomson Reuters GoFileRoom

Firm Profile:Wilson Morgan LLP – Irvine, CAwww.wilsonmorgancpas.com Contact – Mark Solone, Tax Manager Wilson Morgan is a traditional CPA firm offering a mix of assurance and tax services. The firm has 11 partners and a total staff of 45 working in a single office location. They are in their sixth year of using GoFileRoom. Other...…

 Case Study: Treeno Document Management

April 24, 2012 

Case Study: Treeno Document Management

      Case Study Firm Profile University Foundations – University of South Carolina, Columbia, SCwww.sc.edu/foundations Contacts – Susan Smith, CPA and Kim Elliott, CPA This organization is a nonprofit foundation providing accounting and financial services support to the entire university. There are currently seven active users of Treeno with plans to expand to the...…