Firm Management February 6, 2026
Wipfli Partners with The Caddie Network
Wipfli and The Caddie Network will bring to life the connection between elite caddies and trusted advisors.
December 18, 2017
2017 Review of Doc.It Suite Document Management
Doc.It Suite is a sophisticated document management software that is well suited for firms of all sizes. Doc.It offers excellent document management capability, as well as a variety of other features such as Workflow, Archive, PDF Editor, Web Portal, ...
December 18, 2017
2017 Review of Thomson Reuters FileCabinet CS
FileCabinet CS from Thomson Reuters is a document storage and management system designed for firms of all sizes. FileCabinet CS can be used as a stand-alone application, but works best in conjunction with other Thomson Reuters CS suite of applications.
December 18, 2017
2017 Review of Thomson Reuters GoFileRoom
GoFileRoom is cloud-based, so users can easily manage documents from any location using any device with an Internet connection.
December 18, 2017
2017 Review of iChannel by Conarc
iChannel from Conarc is best suited to larger accounting firms that desire a more comprehensive document management system. iChannel is also a good fit for commercial real estate and construction and contracting industries.
December 18, 2017
2017 Review of Onvio Documents – Thomson Reuters
Completely cloud-based, Onvio Documents offers a mobile app that supports both iOS and Android devices. The mobile app offers the same functionality as the online application, and using the mobile app, users can snap a photo of source documents or ...
December 18, 2017
2017 Review of ScanWriter, From Personable
For accounting firms that process a high number of transactions monthly for their clients, data entry can be time-consuming. But ScanWriter from Personable eliminates the need for data entry, automating the process entirely.
December 18, 2017
2017 Review of CCH Axcess Document and ProSystem fx – From Wolters Kluwer
Both CCH Axcess Document and ProSystem fx Document are well suited for accounting firms of any size that are currently using other CCH Axcess applications. Both products can be used as stand-alone applications as well.
December 18, 2017
2017 Review of PSIsafe from PSIgen
PSIsafe offers both on premise as well as cloud deployment options, and is best suited for mid-sized to large businesses. A mobile app is also available that is compatible with both iOS and Android devices.
December 18, 2017
Holistic Firm Management is Best
As you wrap up another successful year, you may be reflecting on the best techniques and tools you can use to manage your firm. While people and their skills are your most important asset, you can help your team by providing the right technology tools. It
December 18, 2017
Neat and Fujitsu ScanSnap Partner for Document Tracking and Management
This past July, Neat made an official announcement that it had completed its exit from the scanner market and announced a hardware certification program that would ensure its popular software app would continue to be available to consumers that use a ...
December 18, 2017
The Top 5 Networking Mistakes by Business Execs
The No. 2 blunder, respondents reported, is failing to keep in touch or reaching out only when they need something (23%).
December 18, 2017
Building Client Relationships in a Distributed World
While there are clear benefits, cloud-enabled accounting solutions have greatly reduced or eliminated the need to interact directly with clients. Gone are the days of visiting client sites to help them process paper checks, or receive their paper records.