March 5, 2018
The Thought Leader Symposium invites select professionals from around the world who are engaged in helping shape the profession. They are all widely-respected and are frequent speakers at accounting conferences.
February 13, 2018
Over the last two to three years we have watched pundits and consultants promote ideas around emerging technologies. Some of the claims are ludicrous, loony, and ill-informed. Others are trying to position, parlay and learn. You’ve seen this column ...
January 24, 2018
The guessing game may be over, thanks to a new feature in the popular travel app TripIt Pro. The new feature works similar to traffic apps, letting users how long it they can expect the wait to be at their airport's security lines.
December 18, 2017
Originally designed for accounting firms, eFileCabinet is now used by a variety of business types including health care, law firms, and property management companies. eFileCabinet can be deployed as an on-premise product or as an online solution.
December 18, 2017
SmartVault Document Storage from SmartVault is a good fit for mid-sized accounting firms. SmartVault includes a client portal while offering integration with QuickBooks and QuickBooks Online, and also offers apps that provide integration with other ...
December 18, 2017
Drake allows users to store documents of any kind. All files are stored as a PDF, so users must print to the included document management print driver which will automatically save the documents to the folder indicated. With easy integration with ...
December 18, 2017
Cloud Cabinet is completely cloud-based, so firm employees can easily access stored documents at the office, at home, or on the road.
December 18, 2017
OfficeTools is a comprehensive practice management solution for accountants. Recently purchased by AbacusNext, OfficeTools is best suited for small to mid-sized accounting firms that are in the market for a strong practice management solution that...
December 18, 2017
Doc.It Suite is a sophisticated document management software that is well suited for firms of all sizes. Doc.It offers excellent document management capability, as well as a variety of other features such as Workflow, Archive, PDF Editor, Web Portal, ...
December 18, 2017
FileCabinet CS from Thomson Reuters is a document storage and management system designed for firms of all sizes. FileCabinet CS can be used as a stand-alone application, but works best in conjunction with other Thomson Reuters CS suite of applications.
December 18, 2017
GoFileRoom is cloud-based, so users can easily manage documents from any location using any device with an Internet connection.
December 18, 2017
iChannel from Conarc is best suited to larger accounting firms that desire a more comprehensive document management system. iChannel is also a good fit for commercial real estate and construction and contracting industries.