May 28, 2012
Intuit — Lacerte & ProSeries DMS800-765-7777Lacerte.intuit.com, Proseries.intuit.com Best Firm Fit: The primary value of these two document storage systems is based in their direct integration with the ProSeries and Lacerte tax preparation software applications. If you’re a tax practitioner using either of these programs, or are considering a switch to them, the integrated DMS...…
May 28, 2012
eFileCabinet, Inc. — eFileCabinet Online877-574-5505www.efilecabinet.com Best Firm FiteFileCabinet (EFC) offers a complete document storage solution that has substantial flexibility in how you configure the metadata model for organizing your file storage. As a result, EFC has been deployed in a variety of business types, including accounting and tax practices. The system has been on the...…
May 28, 2012
CCH Small Firm Services — PaperlessPLUS800-375-9542www.cchsfs.com From the June 2012 review of Document Storage Systems Best Firm FitPaperlessPLUS is a document storage system that integrates with the ATX and TaxWise tax preparation, Client Accounting Suite and Fixed Asset software from CCH Small Firm Services (SFS). While the system includes certain features only available to current...…
May 28, 2012
As advanced and streamlined online payroll systems have allowed accountants to bring payroll back as a profitable service in their firms, many of the leading providers of those payroll programs have started offering mobile apps for smart phones that allow users to quickly process payrolls.
May 28, 2012
RedGear Technologies — ArkWorks800-230-2322www.taxworks.com Best Firm Fit ArkWorks is a very basic document storage system that helps you organize and search for files in a more user friendly format as compared to Windows Explorer. The only application it integrates directly with is the TaxWorks tax preparation software. The best fit is for firms that...…
May 28, 2012
Personable Inc. — ScanWriter 2012800-688-4281www.personable.com Best Firm Fit It is always pretty easy to identify the best firm fit for ScanWriter QuickBooks Edition (ScanWriter). It is designed at the core for serving as a document storage solution to support your QuickBooks transactions. If your firm provides outsourced bookkeeping and accounting services based on QuickBooks then...…
May 28, 2012
Thomson Reuters — FileCabinet CS 800-968-8900CS.ThomsonReuters.com Best Firm FitIt is real easy to identify where FileCabinet CS fits best. Since it is directly integrated with the entire CS Professional Suite of accounting and tax applications, FileCabinet CS fits best in firms that are utilizing one or more of those applications. The primary value proposition for FileCabinet CS...…
May 28, 2012
AccountantsWorld — CyberCabinet 888-999-1366 AccountantsWorld.com Best Firm Fit CyberCabinet is a good fit for small firms that want to move to a cloud computing model. The suite of online applications from AccountantsWorld provides a “leave the driving to us” model for dealing with all of the IT infrastructure issues related to an on premise...…
May 28, 2012
Drake Software – Document Manager800-890-9500www.DrakeSoftware.com Best Firm Fit: The best fit firm for Drake DM is clearly for firms that are using the Drake tax software. The Drake DMS can be used as a document storage system on a stand-alone basis, however, as with many of the document storage solutions, the primary value is based...…
May 22, 2012
Integrating traditional paper-based processes with paperless technology offers practitioners the organizational and review flexibility of paper plus the efficiency of a digital workflow
May 22, 2012
The recently released Workpapers CS from the Tax & Accounting business of Thomson Reuters recently gives professionals a new solution to manage workpapers and source documents while performing a variety of other tasks.
May 17, 2012
eFileCabinet users can now collect digital signatures with eFileCabinet's eSignature, powered by RightSignature LLC.