Technology

eFileCabinet Corporate Logo 180x110 56eb11cd661ba

December 18, 2017 

2017 Review of eFileCabinet Document Management

Originally designed for accounting firms, eFileCabinet is now used by a variety of business types including health care, law firms, and property management companies. eFileCabinet can be deployed as an on-premise product or as an online solution.

Mary Girsch-Bock

smartvault_horiz_3color

December 18, 2017 

2017 Review of SmartVault Document Storage

SmartVault Document Storage from SmartVault is a good fit for mid-sized accounting firms. SmartVault includes a client portal while offering integration with QuickBooks and QuickBooks Online, and also offers apps that provide integration with other ...

Mary Girsch-Bock

Drake Software 4Color 570d15aa42ce2

December 18, 2017 

2017 Review of Drake Document Manager

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

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December 18, 2017 

2017 Review of OfficeTools

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

Doc.It-Suite-Document-Management-Software-842351

December 18, 2017 

2017 Review of Doc.It Suite Document Management

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

FileCabinetCS-spot41

December 18, 2017 

2017 Review of Thomson Reuters FileCabinet CS

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

ichannelbyconarc1_11600955

December 18, 2017 

2017 Review of iChannel by Conarc

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

ScanWriter1 1  57a2256f5ebb7

December 18, 2017 

2017 Review of ScanWriter, From Personable

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