August 18, 2016
ScanWriter works with both QuickBooks Desktop and QuickBooks Online, the product can be used with any TWAIN compatible scanner, or customers can purchase a compatible scanner directly from Personable if desired.
August 18, 2016
How many hours have you spent searching for document that is nowhere to be found? According to the Wall Street Journal, the average executive wastes six weeks every year searching for documents that are lost or misplaced. It’s been estimated that one ...
August 18, 2016
Drake Documents is a basic document management system which is included in Drake Software Tax applications. The product is available as a desktop installation, or as a hosted desktop, which provides easy anywhere access. Drake Documents completely ...
August 18, 2016
GoFileRoom is designed specifically for accounting and tax professionals and offers easy integration with other Thomson Reuters products. The product is available as an online version only, and works exclusively with the Internet Explorer browser.
August 18, 2016
eFileCabinet is available in both on-premise and cloud deployment, and is also accessible via iOS and Android devices. Both versions of the product have been significantly enhanced, with a streamlined user interface for easier system navigation.
August 18, 2016
Cabinet SAFE Cloud offers a cloud-based, enterprise level document management system that is hosted by the vendor. The product is also available as a standard on-premise application (Cabinet SAFE), and as a mobile app, that is compatible with both iOS ...
August 18, 2016
Doc.It offers users both on-premise installation, as well as a cloud-based product that can be hosted by third parties. Along with flexible deployment options, Doc-It offers mobile integration, so users can access the product remotely using a laptop, ...
August 18, 2016
Cloud Cabinet, part of AccountantsWorld Power Practice suite of products, offers users an easily navigated, completely cloud-based document storage/management system. Cloud Cabinet is completely cloud-based, Cloud Cabinet allows firms to store and ...
August 18, 2016
SmartVault is an online document storage application that also offers a secure portal feature for file sharing. The SmartVault Dashboard is where all activity is initiated from, and the interface offers quick access to system functions such as Clients ...
August 18, 2016
A complete practice management and document management system, users can access the document management system by simply clicking on Documents on the main user interface screen. Once a user chooses the document option, the screen is populated with a ...
August 18, 2016
CCH Axcess Document and CCH ProSystem fx Document are the two document management products offered by Wolters Kluwer Tax & Accounting US. Both products offer similar functionality, with the main variable being that ProSystem fx is deployed on-premise ...
August 18, 2016
iChannel from Conarc is a web-based information management system that is designed for a variety of industries, including CPA firms, Insurance, Health Care, Real Estate, and Schools. Much more than a document management system, iChannel also offers ...