Technology

December 18, 2017 

Drake allows users to store documents of any kind. All files are stored as a PDF, so users must print to the included document management print driver which will automatically save the documents to the folder indicated. With easy integration with ...

Mary Girsch-Bock

December 18, 2017 

Cloud Cabinet is completely cloud-based, so firm employees can easily access stored documents at the office, at home, or on the road.

Mary Girsch-Bock

December 18, 2017 

OfficeTools is a comprehensive practice management solution for accountants. Recently purchased by AbacusNext, OfficeTools is best suited for small to mid-sized accounting firms that are in the market for a strong practice management solution that...

Mary Girsch-Bock

December 18, 2017 

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, ...

Mary Girsch-Bock

December 18, 2017 

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.

Mary Girsch-Bock

December 18, 2017 

GoFileRoom is cloud-based, so users can easily manage documents from any location using any device with an Internet connection.

Mary Girsch-Bock

December 18, 2017 

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.

Mary Girsch-Bock

December 18, 2017 

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 ...

Mary Girsch-Bock

December 18, 2017 

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.

Mary Girsch-Bock

December 18, 2017 

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.

Mary Girsch-Bock

December 18, 2017 

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.

Mary Girsch-Bock

December 18, 2017 

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

Randy Johnston