Review

August 8, 2014 

GoFileRoom is a web-based document management system designed to be used primarily from within the Internet Explorer web browser. The software has traditional features like version control, check-in and check-out, and supports bar-code scanning to help streamline document organization. Workflow and document routing are available using the integrated FirmFlow workflow engine, and documents can be…

Brian Tankersley

August 8, 2014 

Overview SmartVault is an interesting hybrid between a file sharing portal and a document storage system. The product is a file storage platform similar to other products reviewed, but includes add-ins and interfaces to Outlook, QuickBooks, and QuickBooks Online so that documents can be categorized and stored in a virtual archive. Data is stored in...…

Brian Tankersley

August 8, 2014 

The last 18 months have been a period of significant change for the document management systems of many accounting professionals and their firms.

Brian Tankersley

August 8, 2014 

AccountantsWorld (AW) offers a bundled suite of cloud-based applications to run an accounting practice via the cloud. The suite, called the Power Practice System, consists of bookkeeping, write-up, trial balance, document management, after-the-fact-payroll and the website builder reviewed here.

John Higgins

August 8, 2014 

Accounting and Financial Site Builder (AFSB) has been providing websites for accounting and tax practices since 2000. It is part of Tenenz, Inc., which has focused on providing marketing materials and accounting supplies to the industry for over 40 years.

John Higgins

August 8, 2014 

CCH Site Builder has been around for quite a while and is a very mature tool. The depth of resources that Wolters Kluwer, CCH brings to the table provides the confidence that they will be there for the long run and will continue to invest in improving this practical tool. Between the pre-designed web page…

John Higgins

August 8, 2014 

CPA Site Solutions claims to be the largest provider of websites for accountants with over 7,000 firms using the platform. The company was founded in 1999 to help accountants take advantage of the internet. They believe so strongly in the service that they will setup your website and email accounts and give you two months…

John Higgins

August 8, 2014 

Web Builder CS is part of one of the most comprehensive suites of cloud based applications to run your tax or accounting practice with. The Thomson Reuters CS Professional Suite consists of 16 integrated applications including tax preparation, payroll processing, client accounting, document management and more.

John Higgins

August 8, 2014 

GetNetSet, LLC (GNS) specializes in providing web sites for accounting and tax firms. Unlike many of the other solutions reviewed, GNS does not directly integrate with tax and accounting software. While that may sound like a negative, it actually can be a positive attribute in that they have built their system generically to work with…

John Higgins

June 11, 2014 

CFS Tax Software’s CA Sales Tax Preparer and NY Sales Tax Preparer applications are full-featured standalone tools for preparing New York and California sales tax returns for multiple clients.  The applications support all state, city, county, and other special districts which levy sales taxes in the two states.  The products also support most major forms...…

Brian Tankersley

June 11, 2014 

Sales and use tax is a key source of government funding in most states. Unlike property tax and state income tax, however, the legislators and regulators have adopted a patchwork of different rules which affect the taxability of the items. In addition to dealing with statewide tax rates in 45 states, 38 states levy sales…

Brian Tankersley

June 11, 2014 

In addition to its publishing products, Bloomberg BNA offers two software tools which are designed to help companies and practitioners stay up to date on tax rates and prepare accurate forms.

Brian Tankersley