Firm Management

September 17, 2019 

Conventional wisdom suggests the carrot has worked in the past, and young staff accountants devote their careers to chasing the carrot, angling to become a partner.

Garrett Wagner

September 17, 2019 

Building the perfect taco takes a mixture of the finest ingredients, brought together to create a complex flavor profile. What does a perfect taco have to do with the accounting and consulting firm Armanino?

September 17, 2019 

This transaction expands RSM’s growing presence in the broader Tampa Bay market—where RSM has an office located in downtown Tampa—and adds more than 60 professionals to the broader Tampa Bay team, as well as an office in downtown St. Petersburg.

September 17, 2019 

In the business communication classes that I teach, I’m often asked how we accountants should respond when clients want to communicate with us via text messaging. Sometimes this question falls directly down generational lines ...

September 16, 2019 

How many times have you or your staff misplaced a document lately? Perhaps you were positive it was on your desk, but you suddenly realize it’s nowhere to be found. If you’re one of the lucky ones, you found the document in question later that day...

Mary Girsch-Bock

September 16, 2019 

SmartVault offers secure online document storage, and is a good fit for businesses and accounting firms of any size. The product is scalable, with plans available for small to enterprise level users. Along with online document storage, SmartVault ...

Mary Girsch-Bock

September 16, 2019 

OfficeTools WorkSpace Document Management System (DMS) is part of OfficeTools, a complete suite that combines CRM, project tracking, and time and billing into a single interface. Best suited for small to mid-sized firms that are seeking an ...

Mary Girsch-Bock

September 16, 2019 

Like all AccountantsWorld applications, Cloud Cabinet is cloud-based, allowing staff to access and store documents from any location. The application supports all file formats including Microsoft Word, Excel, and PowerPoint, TXT files, QuickBooks ...

Mary Girsch-Bock

September 16, 2019 

eFileCabinet is a document management solution well-suited for accounting firms of any size, with the application also suitable for a variety of business types including legal, healthcare, and property management. eFileCabinet offers both online/cloud ...

Mary Girsch-Bock

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