May 6, 2013
Because different firms need different capabilities in their document storage and management systems, we typically break tools for working with documents into five separate review categories.
May 5, 2013
53% of Consumers Prefer to Shop At Small Businesses, Says Survey
May 3, 2013
Cloud Financial Management and Accounting Software Leader Selected for the AlwaysOn OnDemand 100 List for Fourth Straight Year
May 1, 2013
CCH Small Firm Services and eFileCabinet have announced a new partnership designed to offer integrated portal/file sharing services to tax and accounting professionals.
April 29, 2013
Paper is inefficient and doesn’t easily scale. It is a pain to store, retrieve and share. And yet companies and accountants of all sizes are dependent on it to manage their businesses.
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...…