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.
May 28, 2012
Apps To Help Manage Your Practice, Your Travel and Your Caffeine
Column: Monthly Micro Apps
May 28, 2012
Tips for a Firm’s Digital Strategy
Choosing the right digital strategy can improve your bottom line.
May 28, 2012
Are You Ready for BYOD?
The growing trend of employees bringing their own mobile devices into the workplace is referred to as BYOD (Bring Your Own Device) or the consumerization of IT and is one that deserves your attention.
May 28, 2012
2012 Review of SmartVault Corporation — SmartVault
SmartVault Corporation — SmartVault866-674-6785www.smartvault.com Best Firm Fit SmartVault (SV) has established itself as a leading online file storage solution for accounting and tax professionals. If your primary objective is to have a secure, online file sharing solution to exchange files back and forth with your clients, SmartVault will serve you well. The system includes...…
May 28, 2012
2012 Review of Office Tools Professional — Practice Management 2012
Office Tools Professional — Practice Management 2012661-951-9200www.officetoolspro.com Best Firm Fit Office Tools Professional (OTP) Practice Management 2012 is best suited for small and mid-sized firms who want to have a single point of entry to manage all of their client interactions, correspondence and files. This system has been deployed in in firms from 2-80...…
May 28, 2012
2012 Review of Intuit — Lacerte & ProSeries DMS
Intuit — Lacerte & ProSeries DMS800-765-7777Lacerte.intuit.com, Proseries.intuit.com Best Firm Fit: The primary value of these two document storage systems is based in their direct integration with the ProSeries and Lacerte tax preparation software applications. If you’re a tax practitioner using either of these programs, or are considering a switch to them, the integrated DMS...…
May 28, 2012
2012 Review of eFileCabinet, Inc. — eFileCabinet Online
eFileCabinet, Inc. — eFileCabinet Online877-574-5505www.efilecabinet.com Best Firm FiteFileCabinet (EFC) offers a complete document storage solution that has substantial flexibility in how you configure the metadata model for organizing your file storage. As a result, EFC has been deployed in a variety of business types, including accounting and tax practices. The system has been on the...…
May 28, 2012
2012 Review of CCH Small Firm Services — PaperlessPLUS
CCH Small Firm Services — PaperlessPLUS800-375-9542www.cchsfs.com From the June 2012 review of Document Storage Systems Best Firm FitPaperlessPLUS is a document storage system that integrates with the ATX and TaxWise tax preparation, Client Accounting Suite and Fixed Asset software from CCH Small Firm Services (SFS). While the system includes certain features only available to current...…