Technology November 6, 2026
TaxDome Unveils Client MCP for Accounting Firms
Practice management platform TaxDome has released a client MCP, allowing a firm's clients to reach their accountant from inside their own AI assistant.
December 18, 2017
December 2017 Tax Channel
In the case of cryptocurrency, we have a dichotomy where the IRS is treating the currency as property for income taxes, and then asking that the property be reported as a foreign bank account.
December 18, 2017
December 2017 Accounting Channel
Young finance professionals at small and medium-size practices are a mobile group who seek out professional development and are well-equipped to deal with changes being driven by globalization and technology, finds a new report by ACCA.
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.
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 ...
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 ...
December 18, 2017
2017 Review of AccountantsWorld Cloud Cabinet
Cloud Cabinet is completely cloud-based, so firm employees can easily access stored documents at the office, at home, or on the road.
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...
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, ...
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.
December 18, 2017
2017 Review of Thomson Reuters GoFileRoom
GoFileRoom is cloud-based, so users can easily manage documents from any location using any device with an Internet connection.
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.
December 18, 2017
2017 Review of Onvio Documents – Thomson Reuters
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 ...