April 29, 2013
At the risk of insulting your firm, it is rare to see a document management project implemented correctly. Further, I don’t believe a document management project is ever complete. Let me explain why.
April 29, 2013
Whether we like it or not, cloud and mobile technologies are catapulting us toward an anytime/anywhere work environment. No longer are we bound by the four walls we call “the office” to check things off our to-do list. This shift of work being completely about what you do, and not about where you do it…
April 29, 2013
Treeno Document Management System v 4.0(800) 528-5005 x315 or (603) 570-4315www.TreenoSoftware.com From the May 2013 review of Document Management systems. Best Firm Fit: Firms who want a product which can be accessed through a web browser or using an on-premises server. Companies who would like a very flexible document management system which is designed for...…
April 29, 2013
Thomson Reuters GoFileRoom800-968-8900cs.thomsonreuters.com/gofileroom From the May 2013 review of Document Management systems. Best Firm Fit Firms who want to have a hosted document management system which is flexible enough for any configuration while being designed to have integrated enterprise security Although the application works well for any firm, the application was designed to work with...…
April 29, 2013
NetDocuments(866) 638-3627 / (866) NET-DOCSwww.NetDocuments.com From the May 2013 review of Document Management systems. Best Firm Fit Firms whose practice includes a legal practice or financial services, which are core markets for NetDocuments , or firms who require SEC, FINRA compliance or Write Once Read Many (WORM) storage and two-factor authentication for extra security Organizations...…
April 29, 2013
Doc.It Suite(888) 693-6248www.doc-it.com From the May 2013 review of Document Management systems. Best Firm Fit Public accounting and bookkeeping firms who want a single, best-in-breed solution to gather, process, store, and deliver documents. Although the product is used in some firms with over 100 users as well as solo practitioners, the product’s features are designed...…
April 29, 2013
CCH, a Wolters Kluwer Business – ProSystem fx Document(800) 739-9998www.CCHGroup.com From the May 2013 review of Document Management systems. Best Firm Fit Firms who use the ProSystem fx suite of apps, organizations who need the product’s capabilities for integrating with information technology systems (active directory) and organizing documents by department or practice area. Organizations who...…
April 29, 2013
Cabinet SAFE CLOUD(800) 621-6501www.CabinetPaperless.com From the May 2013 review of Document Management systems. Best Firm Fit Firms who want a product which can be accessed through a web browser or a client application and can be hosted in the cloud or using an on-premises server. Companies who need a document management system within the desktop...…
April 29, 2013
Conarc iChannel(770) 849-0508 x116www.Conarc.com From the May 2013 review of Document Management systems. Best Firm Fit Firms of 25 or more who need an integrated document management, client portal, project management, and CRM capabilities Strengths Web-based application with options for on-premises, hosted, and managed server deployment Secure e-mail function allows users to compress, password protect,...…
Accounting April 29, 2013
I’ve been immersed in our profession every since I was a kid. I practically grew up in my father’s public accounting firm in Bloomington, Indiana. On Saturday mornings, I would drive with Dad to his office. Being the 1960s, business was done much differently than it is today. Core ‘workflow’ tools consisted of pencils, paper,…
April 25, 2013
80% Year-Over-Year Growth in New Customer Bookings Reflects Strong Performance Across All Business Areas for Cloud Financial Management Leader
April 24, 2013
Wave Continues to Disrupt Small Business Software Industry With New Payroll App for iOS.