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 8, 2014
2014 Review of Document Storage and Document Management Systems
The last 18 months have been a period of significant change for the document management systems of many accounting professionals and their firms.
August 8, 2014
Intuit Connects to Small Businesses, Accountants and Developers with New Conference
If you’ve been following Intuit the past year, chances are you’ve heard the company talk about its plans to remove pain points for small businesses. Every move the company has made seems to be a calculated step in the direction of building a seamless QuickBooks Online ecosystem for its customers.
August 6, 2014
Separation of Duties – For Your Devices
The other day, I noticed that there was something interesting going on in my office. I was picking up different devices to use, depending on what tasks I wanted to accomplish. This was never a conscious decision – I never thought: “I shall purchase this ipad so that I can use it in this specific…
July 30, 2014
Top 10 Signs Your Client Needs to Upgrade Their Technology
Sometimes people don’t recognize that they are working with an accounting system that has gradually declined over time. They are not always aware that they could save a lot of time and money with an upgrade. As an external accountant or consultant, you don’t have to be a computer specialist to help your client. All…
July 30, 2014
Concur Partners with Airbnb and Uber
Expense and travel management technology provider Concur has partnered with Airbnb and Uber as the latest partners to join its growing platform to improve business travel and streamline expenses.
July 28, 2014
Latest Version of TaxWorkFlow Offers New Features, Enhanced Interface
TaxWorkFlow, LLC has launched TaxWorkFlow Version 2.0, the latest release of the company’s TaxWorkFlow practice management solution.
July 28, 2014
Retailers Use Smartphone Coupons to Increase Spontaneous Shopping
Cherries were not on Diane Richards' grocery list on Monday, and yet they made it into her cart.
July 21, 2014
AICPA Tells Congress to Expand Use of Cash Accounting Method
The American Institute of CPAs has voiced its support for expanding the availability of the cash method of accounting to small businesses.
July 18, 2014
Kashoo Launches New iPhone App
Cloud accounting software maker Kashoo has released a new iPhone app that gives small business owners the ability to manage their finances from anywhere.