Technology

February 26, 2019 

Root1210.doc — 3392 All too often, we hear that the accounting profession is slow to change. It is true that some accountants are set in their ways … resistant to change from traditional modes of operation to a new way of doing business. Others have been labeled technology laggards. These observations aren’t completely off course....…

February 26, 2019 

FileGenius® is a client portal solution that securely manages, transfers and stores critical files in the cloud. FileGenius serves CPA firms and financial institutions of varying sizes and types, including investment management firms and banks. Highlights include intuitive, easy-to-use interface, compliance with major security and privacy regulations (including HIPAA, FIPS-140 and NIST), no software or...…

February 26, 2019 

Designed entirely in the cloud from the ground up, BlackLine is the only unified technology solution built specifically for accounting and finance. No messy acquisitions, no disparate hybrid software-hardware combinations, and no expensive middleware ...

February 26, 2019 

The safe, affordable and fast way to access all your applications and data in the cloud.Growth should not be limited by hardware or capital. With a Swizznet private cloud server, adding one or a hundred new users or applications is just a click away. Your Cloud Workspace on Swizznet works beyond physical constraints and scales...…

February 26, 2019 

3941 characters 888-790-7045 ext. 708 www.Acct1st.com The development team at Acct1st has been working hard to continue to move the application forward in its breadth of features and functions. Their signature pricing model of $1.00 per user per day remains intact as the product continues to mature. Acct1st is built for accounting and tax practices....…

February 26, 2019 

3926 characters 800-528-5005 treenosoftware.com Treeno Software is another new entrant to our DMS reviews this year with its Treeno Content Server. My first impression is positive. I like the fact that it is offered as a web-hosted or on-premise solution and that it is browser-based. Treeno Software is a relatively small company with a staff...…

February 26, 2019 

Document Management Systems Review (For Your Firm) — 3325 char. It’s that time of year again where you put down your workpaper files and pick up the latest edition of The CPA Technology Advisor (CPATA) to learn about how you can move your firm forward with technology. To help make your summer reading worthwhile, we...…

February 26, 2019 

4221 characters 800-735-7749 www.docushare.xerox.com DocuShare is new to our DMS reviews this year. Xerox has developed this as a horizontal application to work in many different types of organizations. The focus is on small to mid-size businesses, although DocuShare also scales to accommodate larger organizations. It is a completely browser-based application developed in Java, which...…

February 26, 2019 

8381 characters 262-317-3700 www.wennsoft.com WennSoft was founded in 1995 and offers enterprise-level software solutions to the construction trades, including builders, equipment managers and operators, and service contractors. Built on Microsoft Dynamics GP, WennSoft is a powerful industry-specific tool that is surprisingly easy to use. Basic System Functions WennSoft contains a drop-down menu at the top...…

February 26, 2019 

6803 characters 800-388-3038 www.cougarmtn.com CMS Professional is celebrating over thirteen years on the market. The first Windows-based product offered by parent company Cougar Mountain Software, CMS Professional offers several specialty-based products, including its popular Job Cost software. Marketed as an add-on product to the CMS Professional lineup, it integrates into the CMS Professional and Point-of-sale...…

February 26, 2019 

8624 characters 800-365-6790 www.a-systems.net A-Systems JobView is an industry-specific product designed for construction companies and contractors of all sizes. Available in three distinct versions, JobView offers an easy-to-implement, easy-to-navigate system that does the job often purported by much more expensive products. Basic System Functions A-Systems JobView offers users a minimalist approach on the user interface....…

February 26, 2019 

2736 characters   As more people are creating more service-related businesses, the software industry has been scrambling to keep up with the growth. And small service businesses (equipment rentals, HVAC and home builders) continue to see growth. This growth has produced more demand for software that suits the needs of these specialized business types. As...…