Firm Management

 2013 Review of SmartVault

June 28, 2013 

2013 Review of SmartVault

SmartVault866-674-6785www.SmartVault.com From the July 2013 Review of Document Storage systems. Best Firm Fit: Accounting professionals and their clients whose practices involve working with the desktop version of QuickBooks or QuickBooks Online, and would like to view images of documents linked to transactions. Strengths Secure and stable (99.9% uptime) document storage and file sharing which scales...…

Brian Tankersley

 2013 Review of Thomson Reuters File Cabinet CS

June 28, 2013 

2013 Review of Thomson Reuters File Cabinet CS

Thomson Reuters – FileCabinet CS800.968.8900CS.ThomsonReuters.com From the Jully 2013 Review of Document Storage systems. Best Firm Fit FileCabinet CS from Thomson Reuters fits best within tax, accounting, and bookkeeping firms who use other components of the Thomson Reuters CS Professional Suite. Strengths Tight integration with other components of the Thomson Reuters CS Professional Suite of...…

Brian Tankersley

 2013 Review of Office Tools Professional Practice Management 2013

June 28, 2013 

2013 Review of Office Tools Professional Practice Management 2013

Office Tools Professional Practice Management 2013661-794-2220www.officetoolspro.com From the July 2013 Review of Document Storage systems. Best Firm Fit: Firms with 100 or fewer users who want to combine practice management, document management, workflow management, and CRM capabilities into a single, integrated application. This application is particularly useful for sharing client data within client service teams...…

Brian Tankersley

 2013 Review of AccountantsWorld CyberCabinet

June 28, 2013 

2013 Review of AccountantsWorld CyberCabinet

AccountantsWorld CyberCabinet888.999.1366www.AccountantsWorld.com/CyberCabinet From the July 2013 Review of Document Storage systems. Best Firm Fit: CyberCabinet fits best for tax, accounting, bookkeeping, and payroll firms who use the other components of the AccountantsWorld PowerPractice System for client accounting, payroll, and practice management. As a cloud-based solution, the application also fits very well for “virtual” or multi-location...…

Brian Tankersley