Technology March 16, 2026
How Automation Saves FP&A Time for Strategic Insight
For finance leaders evaluating where to start, the question is which processes deliver the greatest return on that investment.
September 5, 2014
The Human Touch: Using Technology to Maintain Real Client Relationships
Accountants have long had a reputation as being somewhat reclusive, perhaps even seen as professional hermits, because of the nature of many of the traditional services they provided.
September 5, 2014
The Insecurities of Email
Email has been around a long time and has evolved into a mission-critical resource to deliver documents and communicate with clients. It’s the default for most businesses — convenient, easy and mature — and has all but replaced time-consuming faxing and manual delivery of documents. However, while email has been a trusted delivery tool for...…
September 5, 2014
Improve Your Practice With SaaS
There are ample articles trying to convince you of the value of Cloud Computing. There are three primary application approaches for the cloud: 1) Backup, which we have reviewed in prior columns covering products like NetRescue, Gillware and eFolder, 2) Hosting, including companies like CPAASP InsynQ, Awensa, Cloud 9 and Real Time Data Services, Thomson...…
September 5, 2014
Going, Going, Gone … Mobile
Freed Maxick & Battaglia (FMB) didn’t become a Top 100 firm by avoiding change. In fact, the firm can best be described as the most rapid of rapid adopters — just all in good time. This is not meant to confuse anyone, but is testament to FMB’s stance on staying ahead of change by first…
September 5, 2014
Copanion Inc. — GruntWorx Populate
800-291-2136 www.copanion.com 2011 Overall Rating 4.5 Best Fit While the GruntWorx Gather, GruntWorx Organize, and GruntWorx Trades services create files that are compatible with almost any tax application or document management tool, the GruntWorx Populate tool integrates fully with GoSystem Tax RS, ProSystem fx Tax or UltraTax CS. Strengths Firms can process as few...…
September 5, 2014
Office Tools Professional — Practice Management 2011
661-951-9200 www.officetoolspro.com 2011 Overall Rating 4.75 Best Firm Fit Practice Management 2011 is best suited for firms with five to 10 users. Office Tools Professional also serves more than 100 offices with 15 to 60 users. Strengths Integrated suite of office productivity tools (document storage, contact management, time & billing, project management, scheduling) Reporting...…
September 5, 2014
eTEK International Inc. — eTEK for Microsoft Office 2010
eTEK International Inc. — eTEK for Microsoft Office 2010 800-888-6894 www.etek.net From the July 2011 Review Construction and Contractor Accounting Systems Best Fit: eTEK is scalable and an excellent choice for smaller construction companies in need of good job cost functionality that need to upgrade from entry-level products. eTEK for Microsoft Office is a...…
September 5, 2014
10 Products to Investigate for Document Storage
One of the challenges in writing these reviews is to explain the delineation between document management and document storage solutions. I don’t think it is worth dwelling on this too much because the distinction will become apparent as you dig deeper into the different solutions in both categories. At the end of the day, it…
September 5, 2014
AccountantsWorld — CyberCabinet
888-999-1366 www.accountantsworld.com 2011 Overall Rating 4.5 Best Firm Fit: CyberCabinet is best suited for sole practitioners and small firms who provide accounting, payroll and tax services. If your practice can use the Accountants Relief and Payroll Relief applications, you can have a solid online platform for running your practice without the hassle of...…
September 5, 2014
Intuit — Lacerte/ProSeries Document Management System
800-765-7777 http://lacerte.intuit.com/products/tax/document-management-system http://proseries.intuit.com/products/dms 2011 Overall Rating 4.75 Best Firm Fit: If your firm is using either the Intuit ProSeries or Lacerte tax preparation systems, then DMS is the natural first choice. It provides some functionality that can legitimately facilitate its use to manage the storage of all of your firm’s electronic documents....…
September 5, 2014
CCH Small Firm Services — ATX & TaxWise Document Manager
888-455-0183; www.atxinc.com 888-455-0182; www.taxwise.com 2011 Overall Rating 4.75 Best Firm Fit: If you are using either the ATX or TaxWise tax and/or accounting software applications, then the Document Manager is a natural choice simply because of the direct integration with those applications. Strengths: Integrated suite of small firm tax & accounting applications Integrated...…
September 5, 2014
SmartVault Corporation — SmartVault
713-479-5400 www.smartvault.com 2011 Overall Rating 4.75 Best Firm Fit: The nature of the SmartVault model positions it as a solution that can be utilized in any organization. The existing integration with QuickBooks increases its value in firms that use QuickBooks. Strengths: Cloud solution providing anytime, anywhere access & redundant data backup Encrypted transmission and...…