Firm Management September 9, 2026
Financial Engineer or Operator? How to Choose the Right Buyer
Almost half of the top 30 U.S. CPA firms had some form of private-equity investment or alternative practice structure.
August 14, 2015
2015 Review of eFileCabinet
eFileCabinet offers a long list of product tools including the ability to backup files to the cloud while still using the on-premise version. Users can easily check-in and check-out documents as needed, and the product offers version control, so users ...
August 14, 2015
2015 Review of Drake Software – Drake Document Manager
Drake Document Management is a full-function document organization and storage tool that is included in the Drake Unlimited suite of applications. Drake Document Management fully integrates will Drake Software products. Users can choose to use Drake ...
August 14, 2015
2015 Review of GoFileRoom
Designed for accounting and tax professionals, GoFileRoom is built to be used exclusively with the Internet Explorer web browser. Cloud-based, GoFileRoom offers solid document management capabilities, along with additional modules that support ...
August 14, 2015
2015 Review of Conarc iChannel
iChannel is a web based document management solution suitable for mid-to large size businesses. Originally designed for CPA firms, iChannel is well-suited to a variety of industries including legal, real estate, healthcare, and even schools and nonprofits
August 14, 2015
2015 Review of Thomson Reuters FileCabinet CS
FileCabinet CS from Thomson Reuters is the document storage application that is included in Thomas Reuters CS Professional Suite of applications. Available in two versions, the base version is ideal for smaller firms, while a Microsoft SQL version is ...
August 14, 2015
2015 Review of Office Tools Pro – Practice Management Workspace
Completely revamped in 2013, the product offers a newly designed user interface designed to make system navigation easier. The product also syncs with Microsoft Office 2007, 2010, and 2013, making it easy to manage email documents as well.
August 14, 2015
2015 Review of Cabinet SAFE Cloud
Originally designed for accounting firms, Cabinet SAFE Cloud is designed to provide flexible, robust document management capability with documents stored safely in the cloud. Cabinet SAFE is also available for those that need an on-premise product ...
August 14, 2015
2015 Review of CCH Axcess Document and ProSystem fx Document
CCH Axcess Document and CCH ProSystem fx Document are the two document management products offered by Wolters Kluwer Tax & Accounting US. CCH ProSystem fx Document offers the on premise version of the product, while CCH Axcess Document is deployed in ...
August 14, 2015
2015 Review of Document Management and Document Storage Systems for Accounting Firms
Whether your firm is in the market for a document management system or a document storage system depends on a number of things, including workflow levels, current tax software utilized, and even future needs. Cost may play a role as well, although ...
August 13, 2015
What Every Tax Professional Needs to Know About Health Care Reform in 2015
Employees who are expected to be full-time workers (30 hours or more per week) must be offered insurance within 90 days of hire.
August 13, 2015
College Students Take On Annual AICPA Accounting Contest
Let's get ready to rumble reconcile. The sixth annual 2015 AICPA Accounting Competition is underway and will award a total of $40,000 to the winning teams, challenges undergraduate students to work together as management accountants to help a business hon
August 13, 2015
College Accounting Degree Enrollments Hit All-Time High
The Trends report found optimism from both universities and firms that the growth of the accounting profession will continue. Ninety-seven percent of bachelor’s programs and seventy percent of master’s programs report that they expect their ...