June 28, 2013
The key is finding new ways to work more productively, of course. To do that requires constant evaluation and oversight of firm workflow and finding the right tools and best practices that meet the needs of the firm and its clients.
June 28, 2013
Personable Document Management Suite 2013800.688.4281www.personable.com From the July 2013 review of Document Storage systems. Best Firm Fit: Firms who work with the desktop version of QuickBooks, as well as those who would like to set up workflow processes within the firm as well as with clients. Strengths Offers integration with Outlook, Windows Explorer, and QuickBooks....…
June 28, 2013
Intuit Lacerte and ProSeries DMS800.765.7777 (Lacerte) – http://accountants.intuit.com/lacerte800.934.1040 (ProSeries) – http://accountants.intuit.com/proseries From the July 2013 review of Document Storage systems. Best Firm Fit: Small tax and accounting firms who use Intuit’s Lacerte or ProSeries tax software and need to store documents associated with tax engagements. Strengths Good direct integration with the Lacerte and ProSeries applications,...…
June 28, 2013
Drake Document Manager800.890.9500www.DrakeSoftware.com From the July 2013 review of Document Storage systems. Best Firm Fit: Firms who use the Drake Enterprises suite of applications for professional tax, accounting, and bookkeeping firms. Strengths Simple to use and included with the budget-priced Drake suite. Good integration with Drake’s add-on services for customers, including GruntWorx tax document organization...…
June 28, 2013
SmartVault866-674-6785www.SmartVault.com From the July 2013 Review of Document Storage systems. Best Firm Fit: Accounting professionals and their clients whose practices involve working with the desktop version of QuickBooks or QuickBooks Online, and would like to view images of documents linked to transactions. Strengths Secure and stable (99.9% uptime) document storage and file sharing which scales...…
June 28, 2013
Thomson Reuters – FileCabinet CS800.968.8900CS.ThomsonReuters.com From the Jully 2013 Review of Document Storage systems. Best Firm Fit FileCabinet CS from Thomson Reuters fits best within tax, accounting, and bookkeeping firms who use other components of the Thomson Reuters CS Professional Suite. Strengths Tight integration with other components of the Thomson Reuters CS Professional Suite of...…
June 28, 2013
Office Tools Professional Practice Management 2013661-794-2220www.officetoolspro.com From the July 2013 Review of Document Storage systems. Best Firm Fit: Firms with 100 or fewer users who want to combine practice management, document management, workflow management, and CRM capabilities into a single, integrated application. This application is particularly useful for sharing client data within client service teams...…
June 28, 2013
AccountantsWorld CyberCabinet888.999.1366www.AccountantsWorld.com/CyberCabinet From the July 2013 Review of Document Storage systems. Best Firm Fit: CyberCabinet fits best for tax, accounting, bookkeeping, and payroll firms who use the other components of the AccountantsWorld PowerPractice System for client accounting, payroll, and practice management. As a cloud-based solution, the application also fits very well for “virtual” or multi-location...…
June 28, 2013
I recently sat down with friends Doug and Sherrill Sleeter, founders of The Sleeter Group. Doug and Sherrill have been married for 27 years and have worked together for nearly 20 of those years.
June 26, 2013
NMGI’s position as the premier vendor for IT consulting and services reflected in company’s recently upgraded website
June 26, 2013
Popular eBilling and ePayment Service Growing at Record Pace
June 19, 2013
CCH has opened the registration period for the CCH: Connections: User Conference 2013. This year’s conference will take place October 27-30 at the JW Marriott Desert Ridge Resort & Spa in Phoenix, Arizona, offering tax and accounting professionals educational sessions, demonstrations of the most advanced industry solutions and exciting networking events. CCH, a part of...…