Firm Management

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

September 16, 2019 

Longtime supporter Capital One Commercial Banking returned as this year’s presenting sponsor of the annual outing, which hosted more than 100 golfers and special guests. Quattuor Capital Partners of Raymond James also provided major funding for the ...

September 13, 2019 

In a world where consumers expect convenience at the tap of their finger and efficiency is the order of the day, a new kind of accounting is beginning to take shape. Instead of completing tasks through individual, discrete customer interactions ...

Andrew Hatfield

September 12, 2019 

While the leader/team member structure doesn’t have the comprehensive reach of a parent/child relationship, leaders all too often adopt a “do as I say, not as I do.” As a leader, you may not be held accountable for your mistakes and misjudgments.

Amy Vetter

September 11, 2019 

Having been a college-level personal financial planning instructor at Education 2 Go (ed2go) for almost a decade, I can recommend the format, the interplay between instructors and students, and the variety of educational offerings.

Gail Perry