April 27, 2012
RingCentral Partners with NetSuite to Support Its International Growth
RingCentral, provider of cloud-based business phone systems, recently announced it has chosen NetSuite OneWorld to support its operations in four countries.
April 27, 2012
Intuit to Acquire SaaS Developer Demandforce for $423.5 Million
Intuit to acquire Demandforce for $423.5 million, adding to Intuit's SaaS offerings for small businesses. Demandforce makes tools that SMBs use for client communication, such as email, mobile and social interaction functions.
April 24, 2012
Case Study: Doc.IT
Firm ProfileArsement, Redd & Morella, LLC – Lafayette, LAwww.cpa-arm.com Contact – John R. Redd, III, CPA, CVA, Partner The firm operates out of a single office with 6 partners and 32 additional staff members. They are a traditional firm servicing small businesses by providing a “controllership by the hour” approach. A cornerstone of their original...…
April 24, 2012
Case Study: Thomson Reuters GoFileRoom
Firm Profile:Wilson Morgan LLP – Irvine, CAwww.wilsonmorgancpas.com Contact – Mark Solone, Tax Manager Wilson Morgan is a traditional CPA firm offering a mix of assurance and tax services. The firm has 11 partners and a total staff of 45 working in a single office location. They are in their sixth year of using GoFileRoom. Other...…
April 24, 2012
Case Study: Treeno Document Management
Case Study Firm Profile University Foundations – University of South Carolina, Columbia, SCwww.sc.edu/foundations Contacts – Susan Smith, CPA and Kim Elliott, CPA This organization is a nonprofit foundation providing accounting and financial services support to the entire university. There are currently seven active users of Treeno with plans to expand to the...…
April 24, 2012
Case Study: Conarc iChannel Document Management
Firm ProfileWiss & Company, LLPwww.wiss.com Contact – Don Logan, IT Director Click here for the May 2012 Review of iChannel. The firm has four offices in the New York / New Jersey market with 33 partners and an additional 167 staff. Primary client services include tax, audit, business valuation and litigation support. The core software...…
April 5, 2012
2012 Review of NetDocuments
NetDocuments – NetDocuments 2012866-638-2627www.netdocuments.com Best Firm Fit: NetDocuments will work best in firms that have offer niche services beyond traditional audit and tax services because of the lack of pre-built integration with tax and accounting applications. NetDocuments’ primary market focus is law firms and financial advisory firms. The system offers a great deal of flexibility...…
April 4, 2012
2012 Review of Treeno Document Management 4.0
Treeno Software, Inc. – Treeno Document Management 4.0 800-528-5005 www.treenosoftware.com Best Firm Fit Treeno is a good fit for small to mid-size firms that don’t want to deal with all of the technology issues and capital investments by leveraging the SaaS option. If your practice uses software from a variety of vendors, then the...…
April 4, 2012
2012 Review of Doc.It Suite 3.4
Doc.It, Inc. – Doc.It Suite 3.4 888-693-6248 www.doc-it.com Best Firm Fit Doc.It has identified firms with twenty to a few hundred staff. However, they are looking forward to focusing on firms in the five to fifteen category. Due to the modular design of Doc.It , the system can be effectively deployed over a...…
April 4, 2012
2012 Review of iChannel by Conarc
Conarc, Inc. – iChannel by Conarc 770-849-0508 x116 www.conarc.com Best Firm Fit: The value of iChannel increases with the size of the firm as a result of all of the functionality that enables it to be used across the entire enterprise. The system is designed to be deployed in many different types of industries,...…
March 30, 2012
2012 Review of Thomson Reuters – GoFileRoom
Thomson Reuters – GoFileRoom800-968-8900CS.ThomsonReuters.com Strengths: 100% browser based SaaS solution Integrated FirmFlow workflow application Integrated TaxSort 1040 document recognition software Flexible metadata configuration Profiles for pre-assigning meta data values by document type with drag and drop Potential Limitations: Only available as a cloud based SaaS solution Best Firm Fit: GoFileRoom is a good fit for...…
March 29, 2012
2012 Review of CCH ProSystem fx Document
CCH, a Wolters Kluwer Business – ProSystem fx Document800-739-9998www.CCHGroup.com Strengths: Integration with suite of ProSystem fx applications True web based SaaS model for scalability and simplified deployment and upgrade maintenance Maturity of ProSystem fx Scan with PDFlyer application to streamline 1040 document organization and document annotation Common client database eliminates redundant client setup across all...…