August 19, 2025
Online payments designed for CPA firms.Easily accept credit, debit, and ACH payments. Finally, there's a professional online payment solution made just for CPAs, giving you an affordable way to accept credit, debit, and ACH payments in your office or...
December 21, 2021
November 22, 2021
November 22, 2021
August 13, 2021
July 21, 2021
July 17, 2014
GoFileRoom not only lets you easily store and manage documents electronically, it also helps you automate scanning processes and workflow. Quickly associate client documents to workflows while uploading files to your web-based DMS. GoFileRoom gives you the ability to securely manage business processes for your entire firm. Comprehensive features mean a more valuable software program for...…
July 17, 2014
Accounting firms take raw materials (source documents) and produce finished products (tax returns, financials, payroll reports, etc.). So how you manage your source and finished documents has a huge impact on your firm’s productivity. That’s why we created Cloud Cabinet – the first true cloud-based document management system and client portal for accountants – to...…
July 17, 2014
2015 Readers Choice Award Winner: Document Management Systems. Free with Drake Software, Document Manager is an electronic storage solution for client source documents and returns. It can greatly ease your paper handling tasks and help you reduce the ...
July 17, 2014
SAFE CLOUD offers the same great features as the traditional SAFE paperless document management suite, with one key difference — there’s minimal software for you to install, and no hardware for you to maintain.
July 17, 2014
A web-based collaborative content manager that is seamlessly linked to multiple in-house applications and publishes client related information to private extranet client sites. With indexing, versioning, online discussion, and extensive search and sort capacity, this powerful integrated solution is the central system to a high efficiency paperless environment - the vehicle to identify, categorize, and…
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July 17, 2014
As an accountant, your office is likely overflowing with filing cabinets to keep your clients’ tax information safe. Knowing the best method for tracking all these documents is probably a challenge that you’ve faced throughout your career. Luckily, Rube
June 6, 2014
June 3, 2014
Companies waste 40 percent of their time on accounts payable driven by corporate expense management. Tallie simplifies this process by offering the quickest path from receipt to balance sheet. The system eliminates over 60 percent of processing time for both the front and back-end, providing time and cost savings.
June 2, 2014
Drake Tax is loaded with features to help you quickly and efficiently prepare and process your customers’ returns. So you can stay focused on the important stuff — working with clients and building your business.
June 2, 2014
Perform routine tasks from anywhere with this new free iPhone app! Checkpoint Pocket Assistant includes the 2013 Tax Rate Guide (with Federal income, gift and estate tax rates) plus the COLA Profit-Sharing Plans. Like Kind Exchange Calculator — Quickly determines the realized gain, recognized gain and basis of the like-kind property received for most like-kind...…
May 27, 2014
May 27, 2014