Review

September 16, 2019 

Drake Documents is part of Drake Tax, and is well suited for small to mid-sized accounting firms that currently use other Drake Software applications. Drake Documents is included in Drake Tax and is not offered as a separate document management ...

Mary Girsch-Bock

September 16, 2019 

PSIsafe uses a variety of methods to store documents, including repositories and cabinets. Repositories in PSIsafe are typically categorized by department or by group and can be completely customized by users. Once a repository is created, users can ...

Mary Girsch-Bock

September 16, 2019 

CCH Axcess Document Wolters Kluwer https://taxna.wolterskluwer.com/ From the 2019 reviews of Document Management and Storage systems for accounting firms. CCH Axcess Document from Wolters Kluwer is well suited for accounting firms of any size. While users will experience increased functionality when CCH Axcess Document is used with other CCH Axcess applications, the product can also...…

Mary Girsch-Bock

September 16, 2019 

iChannel from Conarc is best suited for larger businesses that have complex document storage and management needs, including accounting and legal firms, contracting companies, and commercial real estate companies. iChannel offers various deployment ...

Mary Girsch-Bock

September 16, 2019 

Designed for accounting firms of any size, Onvio Firm Management - Documents is part of Onvio Firm Management from Thomson Reuters. Along with document management, Onvio Firm Management also offers complete time and ...

Mary Girsch-Bock

September 16, 2019 

Doc.It Suite is a powerful, scalable document management and storage application designed for accountants, and well suited for accounting firms of any size. Doc.It Suite includes a client portal, workflow tools, work binders, and a PDF editor. Doc.It ...

Mary Girsch-Bock

September 16, 2019 

Specifically designed for accounting and tax professionals, GoFileRoom offers a variety of add-on modules designed to increase product functionality including FirmFlow, ScanFlow, TaxSort, and RecordsFlow.

Mary Girsch-Bock

September 16, 2019 

CCH ProSystem fx Document www.cchgroup.com From the 2019 reviews of Document Management and Storage systems for accounting firms. CCH ProSystem fx Document from Wolters Kluwer is well suited for accounting firms of any size. The product is designed to be used with other CCH applications, though it can also be used as a stand-alone document...…

Mary Girsch-Bock

September 16, 2019 

FileCabinet CS uses an intuitive folder structure and includes a default folder structure which can be used immediately. Templates are also available to use for an individual client or across the board. A global filing structure can also be created in ...

Mary Girsch-Bock

August 14, 2019 

Fixed Asset ManagementAcumatica Cloud ERPwww.acumatica.com From the 2019 Reviews of Fixed Asset Management Systems Fixed Asset Management from Acumatica Cloud ERP is best suited for businesses of any size that are using or planning to use other Acumatica applications. Fixed Asset Management can also be used by accounting firms tasked with managing fixed assets for...…

Mary Girsch-Bock

August 14, 2019 

Bloomberg Tax Fixed AssetsBloomberg Taxwww.bloombergtaxtech.com From the 2019 Reviews of Fixed Asset Management Systems Advantage Fixed Assets from Bloomberg Tax & Accounting is a good fit for accounting firms of any size. The application would also be a good solution for corporate tax departments tasked with tracking fixed assets and depreciation. Powered by the Advantage...…

Mary Girsch-Bock

August 14, 2019 

Fixed Asset ProMoneySoftwww.moneysoft.com From the 2019 Reviews of Fixed Asset Management Systems Fixed Asset Pro from MoneySoft is well suited for small to mid-sized businesses looking for a no-frills asset and depreciation management application. Because of its ability to easily import and export data files, accounting firms handling asset and depreciation management for clients may...…

Mary Girsch-Bock