September 5, 2014
One of the challenges in writing these reviews is to explain the delineation between document management and document storage solutions. I don’t think it is worth dwelling on this too much because the distinction will become apparent as you dig deeper into the different solutions in both categories. At the end of the day, it…
September 5, 2014
888-999-1366 www.accountantsworld.com 2011 Overall Rating 4.5 Best Firm Fit: CyberCabinet is best suited for sole practitioners and small firms who provide accounting, payroll and tax services. If your practice can use the Accountants Relief and Payroll Relief applications, you can have a solid online platform for running your practice without the hassle of...…
September 5, 2014
800-765-7777 http://lacerte.intuit.com/products/tax/document-management-system http://proseries.intuit.com/products/dms 2011 Overall Rating 4.75 Best Firm Fit: If your firm is using either the Intuit ProSeries or Lacerte tax preparation systems, then DMS is the natural first choice. It provides some functionality that can legitimately facilitate its use to manage the storage of all of your firm’s electronic documents....…
September 5, 2014
888-455-0183; www.atxinc.com 888-455-0182; www.taxwise.com 2011 Overall Rating 4.75 Best Firm Fit: If you are using either the ATX or TaxWise tax and/or accounting software applications, then the Document Manager is a natural choice simply because of the direct integration with those applications. Strengths: Integrated suite of small firm tax & accounting applications Integrated...…
September 5, 2014
713-479-5400 www.smartvault.com 2011 Overall Rating 4.75 Best Firm Fit: The nature of the SmartVault model positions it as a solution that can be utilized in any organization. The existing integration with QuickBooks increases its value in firms that use QuickBooks. Strengths: Cloud solution providing anytime, anywhere access & redundant data backup Encrypted transmission and...…
September 5, 2014
800-988-4465 ext 1 www.computhink.com 2011 Overall Rating 4.75 Best Firm Fit: ViewWise is a good fit for small and mid-size firms that want a system to manage documents across the entire firm, not just for client tax and accounting files. Strengths: Integrated suite of “paperless” applications Depth of document security controls Integration with MS Office...…
September 5, 2014
The majority of tax and accounting firm partners spent the last few months focused on tax, audit and accounting production, but with the busy season behind us, there is an opportunity to take a look at how processes can be improved during the slower summer months. Partners should use this time to meet with IT...…
September 5, 2014
Electronically Stored Information (ESI) has become critical to delivering good client service, higher realization, effective procedures or workflow, and better efficiency. Managing ESI is also critical for controlling risk. If your firm tries to work with ESI the same way you worked in paper, you can expect problems, issues and frustration. If you are working...…
September 5, 2014
800-739-9998 CCHGroup.com 2011 Overall Rating 5 Best Firm Fit: One of the advantages of a SaaS distribution model is that it is less expensive to deploy for smaller organizations because the infrastructure is outsourced and provided through an affordable shared services model. Therefore, ProSystem fx Document SaaS can be deployed in nearly any...…
September 5, 2014
Ah, the good old days. Back in the ’70s, tax season meant being in the office by 7:00 a.m., a 12-hour work day, then home to see the family. Add nine hours on Saturday and a few on Sunday afternoon, and it toted up to a respectable 70+ hour work week. And then, along came...…
September 5, 2014
Whether you use an iPhone or not, you cannot escape the impact it is having on the accounting profession. While the iPhone is slick, it’s not the user interface that has been the catalyst. Rather, it is the App Store. And that, in combination with SaaS applications designed for accountants, has and will change your...…
September 5, 2014
Giving you practical, leading-edge technical guidance is one of the key reasons for this column’s existence. As you have noted from other columns and features in this issue, there are several topics that affect document and accounting access: Document Management products, SaaS Small Business Accounting products, Small Business Specialty products, and Workflow, which is one...…