August 11, 2014
The accounting and advisory firm CohnReznick LLP recently raised more than $105,000 at its 13th annual employee Bowl-A-Thon, which benefits Make-A-Wish New Jersey. This brings the total raised for Make-A-Wish by the Firm over the last 13 years through employee fundraising, donations, and raffles to more than $1.45 million.
August 11, 2014
Michigan Governor Rick Snyder, a credentialed Certified Public Accountant, has received the American Institute of CPA's 2014 Outstanding CPA in Government Impact Award: State Level.
August 11, 2014
When I think of August, I think of lazy hot summer days that last from whenever my friends and I wake up to when the streetlights come on - the sign to end summer play and return home for the night. I'm glad I have a head full of sweet summer memories from my childhood…
August 8, 2014
A weekly roundup of professionals in the tax and accounting profession that have changed jobs and/or been promoted.
August 8, 2014
eFileCabinet is a mature, flexible general document management system (DMS) which was introduced to the market in 2001. Since that time the solution has been used by accounting professionals and others who need a flexible system for indexing and retrieving documents.
August 8, 2014
Conarc’s iChannel is a comprehensive document management system which is designed to cut across multiple areas of an organization. The application provides functions for customer relationship management (CRM), client portals, document management, and workflow management. The application is targeted at firms of 25 or more, and is designed to work in a complex, multi-site technology…
August 8, 2014
Document is the name of the CCH application which is used to store, retrieve, and publish information within an accounting firm. There are three versions of the product...
August 8, 2014
Cabinet SAFE CLOUD is a flexible document management system which was originally designed with accountants and tax professionals in mind. The product is still used and sold to clients by many accounting firms and value added resellers, but the company has expanded its vertical industry support to include law firms, financial services, manufacturing, and health…
August 8, 2014
Drake Document Manager (DDM) is the document storage tool which is integrated into the Drake Tax Suite. The application is designed to provide basic document filing and retrieval capabilities from within the Drake Tax application, and has some integration with the other parts of the Drake Tax suite of solutions. Users can access the application’s…
August 8, 2014
Practice Management Workspace by Office Tools Professional is an integrated application for document storage, workflow tracking, practice management, and client appointment management. The product’s user interface has been redesigned for 2013, and now offers e-mail synchronization with Microsoft Outlook 2007, 2010 and 2013. Documents can be added to the application by dragging and dropping the…
August 8, 2014
The Doc.It Suite is a comprehensive document management solution for small to mid-sized firms. This solution is based on the concept of “binders”, which are reminiscent of the paper notebooks used to file engagement documentation. The Company’s software is designed to manage data associated with pending and active projects using the Work Binder module.
August 8, 2014
Cloud Cabinet is the integrated document storage service in the AccountantsWorld Power Practice System. The application is completely cloud-based, and the application is hosted from multiple secure Amazon data centers in the US. AccountantsWorld was founded by the Bhansali family, which has a long history of creating on-premises and cloud-based solutions for accounting professionals. Cloud…