Firm Management

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August 18, 2016 

3 Ways Accounting Firms Can Reach Millennials

If you’re part of an accounting firm, there is no denying the importance of reaching this age group. By 2020, 46% of all U.S. workers will be millennialsi. By 2025, that number could rise to 75%ii. While the business world is making strides to attract ...

Jon Baron

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August 18, 2016 

2016 Review of Drake Documents

Drake Documents is a basic document management system which is included in Drake Software Tax applications. The product is available as a desktop installation, or as a hosted desktop, which provides easy anywhere access. Drake Documents completely ...

Mary Girsch-Bock

 2016 Review of Thomson Reuters GoFileRoom

August 18, 2016 

2016 Review of Thomson Reuters GoFileRoom

GoFileRoom is designed specifically for accounting and tax professionals and offers easy integration with other Thomson Reuters products. The product is available as an online version only, and works exclusively with the Internet Explorer browser.

Mary Girsch-Bock

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August 18, 2016 

2016 Review of eFileCabinet Document Management

eFileCabinet is available in both on-premise and cloud deployment, and is also accessible via iOS and Android devices. Both versions of the product have been significantly enhanced, with a streamlined user interface for easier system navigation.

Mary Girsch-Bock

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August 18, 2016 

2016 Review of Cabinet SAFE Cloud

Cabinet SAFE Cloud offers a cloud-based, enterprise level document management system that is hosted by the vendor. The product is also available as a standard on-premise application (Cabinet SAFE), and as a mobile app, that is compatible with both iOS ...

Mary Girsch-Bock

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August 18, 2016 

2016 Review of Doc.It Suite

Doc.It offers users both on-premise installation, as well as a cloud-based product that can be hosted by third parties. Along with flexible deployment options, Doc-It offers mobile integration, so users can access the product remotely using a laptop, ...

Mary Girsch-Bock