Technology

cpasitesolutions_10325368

August 14, 2015 

2015 Review of CPA Site Solutions

CPA Site Solutions has plenty of experience providing professionally designed websites that are geared towards accounting professionals. CPA Site Solutions is available in three versions; Silver, Gold, and Platinum. There are no set-up or design fees ...

Mary Girsch-Bock

Doc

August 14, 2015 

2015 Review of Doc.It Suite

Cloud-enabled, Doc.It offers a comprehensive suite of features designed to manage data, documents, projects and workflow. The product offers three different versions, including On-Premise Cloud, designed for those with a dedicated IT staff.

Mary Girsch-Bock

smartvault_horiz_3color

August 14, 2015 

2015 Review of SmartVault

SmartVault offers users both document management capabilities, as well as a portal for sharing files. What makes SmartVault different from similar products is the built-in interface to QuickBooks, QuickBooks Online, and Microsoft Outlook.

Mary Girsch-Bock

ab2998559d5d3568074c113632cb3a81 1  55b3b3e5a3a5c

August 14, 2015 

2015 Review of eFileCabinet

eFileCabinet offers a long list of product tools including the ability to backup files to the cloud while still using the on-premise version. Users can easily check-in and check-out documents as needed, and the product offers version control, so users ...

Mary Girsch-Bock

gofileroom-spot41_11600697

August 14, 2015 

2015 Review of GoFileRoom

Designed for accounting and tax professionals, GoFileRoom is built to be used exclusively with the Internet Explorer web browser. Cloud-based, GoFileRoom offers solid document management capabilities, along with additional modules that support ...

Mary Girsch-Bock

conarc2011_10264009

August 14, 2015 

2015 Review of Conarc iChannel

iChannel is a web based document management solution suitable for mid-to large size businesses. Originally designed for CPA firms, iChannel is well-suited to a variety of industries including legal, real estate, healthcare, and even schools and nonprofits

Mary Girsch-Bock

 2015 Review of Thomson Reuters FileCabinet CS

August 14, 2015 

2015 Review of Thomson Reuters FileCabinet CS

FileCabinet CS from Thomson Reuters is the document storage application that is included in Thomas Reuters CS Professional Suite of applications. Available in two versions, the base version is ideal for smaller firms, while a Microsoft SQL version is ...

Mary Girsch-Bock