Firm Management

Technology April 29, 2013 

A client newsletter is one of the most effective ways to ‘speak’ to your clients. A newsletter not only provides a regularly scheduled touch (or contact), which makes your clients feel connected to you, it also builds loyalty and drives sales.

Kristy Short, Ed.D.

April 29, 2013 

At the risk of insulting your firm, it is rare to see a document management project implemented correctly. Further, I don’t believe a document management project is ever complete. Let me explain why.

Randy Johnston

April 29, 2013 

Imagine running a business out of your home for more than 25 years when a divorce forces you to move offices and reevaluate your business strategy.

Taija Sparkman

April 29, 2013 

Whether we like it or not, cloud and mobile technologies are catapulting us toward an anytime/anywhere work environment. No longer are we bound by the four walls we call “the office” to check things off our to-do list. This shift of work being completely about what you do, and not about where you do it…

Jim Boomer

April 29, 2013 

Treeno Document Management System v 4.0(800) 528-5005 x315 or (603) 570-4315www.TreenoSoftware.com From the May 2013 review of Document Management systems. Best Firm Fit: Firms who want a product which can be accessed through a web browser or using an on-premises server. Companies who would like a very flexible document management system which is designed for...…

April 29, 2013 

Thomson Reuters GoFileRoom800-968-8900cs.thomsonreuters.com/gofileroom From the May 2013 review of Document Management systems. Best Firm Fit Firms who want to have a hosted document management system which is flexible enough for any configuration while being designed to have integrated enterprise security Although the application works well for any firm, the application was designed to work with...…

April 29, 2013 

NetDocuments(866) 638-3627 / (866) NET-DOCSwww.NetDocuments.com From the May 2013 review of Document Management systems. Best Firm Fit Firms whose practice includes a legal practice or financial services, which are core markets for NetDocuments , or firms who require SEC, FINRA compliance or Write Once Read Many (WORM) storage and two-factor authentication for extra security Organizations...…

April 29, 2013 

Doc.It Suite(888) 693-6248www.doc-it.com From the May 2013 review of Document Management systems. Best Firm Fit Public accounting and bookkeeping firms who want a single, best-in-breed solution to gather, process, store, and deliver documents. Although the product is used in some firms with over 100 users as well as solo practitioners, the product’s features are designed...…

April 29, 2013 

CCH, a Wolters Kluwer Business – ProSystem fx Document(800) 739-9998www.CCHGroup.com From the May 2013 review of Document Management systems. Best Firm Fit Firms who use the ProSystem fx suite of apps, organizations who need the product’s capabilities for integrating with information technology systems (active directory) and organizing documents by department or practice area. Organizations who...…

April 29, 2013 

Cabinet SAFE CLOUD(800) 621-6501www.CabinetPaperless.com From the May 2013 review of Document Management systems. Best Firm Fit Firms who want a product which can be accessed through a web browser or a client application and can be hosted in the cloud or using an on-premises server. Companies who need a document management system within the desktop...…

April 29, 2013 

Conarc iChannel(770) 849-0508 x116www.Conarc.com From the May 2013 review of Document Management systems. Best Firm Fit Firms of 25 or more who need an integrated document management, client portal, project management, and CRM capabilities Strengths Web-based application with options for on-premises, hosted, and managed server deployment Secure e-mail function allows users to compress, password protect,...…

Technology April 29, 2013 

From the May 2013 issue. Accountants who have ever lost a computer, smartphone, or tablet know how frustrating it is to try to locate it, especially if the item was lost during business travel. There are a number of tracking applications which, if installed and activated, will let you locate where your device last connected...…

Brian Tankersley