August 8, 2014
2014 Review of CCH Axcess Document & ProSystem fx Document
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
2014 Review of Cabinet SAFE CLOUD
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
2014 Review of Drake Document Manager
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
2014 Review of Practice Management Workspace by Office Tools Professional
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
2014 Review of Doc.It Suite
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
2014 Review of AccountantsWorld Cloud Cabinet
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…
August 8, 2014
2014 Review of Thomson Reuters FileCabinet CS
FileCabinet CS by Thomson Reuters is the document storage application associated with the Thomson Reuters CS Professional Suite of applications for professional accounting firms.
August 8, 2014
2014 Review of Thomson Reuters GoFileRoom
GoFileRoom is a web-based document management system designed to be used primarily from within the Internet Explorer web browser. The software has traditional features like version control, check-in and check-out, and supports bar-code scanning to help streamline document organization. Workflow and document routing are available using the integrated FirmFlow workflow engine, and documents can be…
August 8, 2014
2014 Review of SmartVault Document Storage
Overview SmartVault is an interesting hybrid between a file sharing portal and a document storage system. The product is a file storage platform similar to other products reviewed, but includes add-ins and interfaces to Outlook, QuickBooks, and QuickBooks Online so that documents can be categorized and stored in a virtual archive. Data is stored in...…
August 7, 2014
Software Strategy – Is Your Firm Doing the Right Thing?
For most accounting firms, choosing a software provider and staying the course is an easy and safe decision. Only when there are traumatic events in pricing changes, software not working and not getting fixed, technology changes or regulatory changes that the software doesn’t keep up with will we even consider a change.
August 7, 2014
Intacct Debuts New Premier Partner Program
Intacct, a leader in cloud financial management and accounting software, today announced the launch of a new Premier Partner Program. This new program was built to recognize a network of Intacct partners that deliver comprehensive, high quality services, support, and software to help companies get maximum value from their Intacct investment.
August 6, 2014
AICPA Announces 2014 Distinguished Achievement Award
An accounting professor at the University of Southern California has been recognized by the AICPA for his contributions to accounting academics.