Accounting October 6, 2026
The 2026 AI Finance Stack
73 tools worth knowing, how I would put them together, and the trends behind why finance teams are picking them.
August 18, 2016
2016 Review of Thomson Reuters GoFileRoom
GoFileRoom is designed specifically for accounting and tax professionals and offers easy integration with other Thomson Reuters products. The product is available as an online version only, and works exclusively with the Internet Explorer browser.
August 18, 2016
2016 Review of eFileCabinet Document Management
eFileCabinet is available in both on-premise and cloud deployment, and is also accessible via iOS and Android devices. Both versions of the product have been significantly enhanced, with a streamlined user interface for easier system navigation.
August 18, 2016
2016 Review of Cabinet SAFE Cloud
Cabinet SAFE Cloud offers a cloud-based, enterprise level document management system that is hosted by the vendor. The product is also available as a standard on-premise application (Cabinet SAFE), and as a mobile app, that is compatible with both iOS ...
August 18, 2016
2016 Review of Doc.It Suite
Doc.It offers users both on-premise installation, as well as a cloud-based product that can be hosted by third parties. Along with flexible deployment options, Doc-It offers mobile integration, so users can access the product remotely using a laptop, ...
August 18, 2016
2016 Review of AccountantsWorld Cloud Cabinet
Cloud Cabinet, part of AccountantsWorld Power Practice suite of products, offers users an easily navigated, completely cloud-based document storage/management system. Cloud Cabinet is completely cloud-based, Cloud Cabinet allows firms to store and ...
August 18, 2016
2016 Review of SmartVault Document Storage
SmartVault is an online document storage application that also offers a secure portal feature for file sharing. The SmartVault Dashboard is where all activity is initiated from, and the interface offers quick access to system functions such as Clients ...
August 18, 2016
2016 Review of OfficeTools Workspace Document Management System
A complete practice management and document management system, users can access the document management system by simply clicking on Documents on the main user interface screen. Once a user chooses the document option, the screen is populated with a ...
August 18, 2016
2016 Review of CCH Axcess Document & CCH ProSystem fx Document
CCH Axcess Document and CCH ProSystem fx Document are the two document management products offered by Wolters Kluwer Tax & Accounting US. Both products offer similar functionality, with the main variable being that ProSystem fx is deployed on-premise ...
August 18, 2016
2016 Review of Conarc iChannel Document Management
iChannel from Conarc is a web-based information management system that is designed for a variety of industries, including CPA firms, Insurance, Health Care, Real Estate, and Schools. Much more than a document management system, iChannel also offers ...
August 18, 2016
Apps We Love – Time Killers
You’ve got five minutes to spare and your phone in your hand – how do you use your time? We asked members of the CPA Practice Advisor community to share their favorite time-kill apps and this is what we learned.
August 18, 2016
Report Shows Banks Unprepared for New FATCA, CRS, CDOT Regs
The research, conducted by Aberdeen Group and commissioned by Sovos Compliance, a global leader in business-to-government tax, compliance and reporting software, is based on responses from leaders at 100 top financial institutions, which are ...
August 17, 2016
Congress Considers Bill Banning Online Sales Taxes By States
Tired of Congressional inactivity on internet sales tax, a growing number of states have enacted legislation enabling them to tax sales made by out-of-state sellers. The majority of these laws maintain that a connection between a state and seller is ...