John is leading the design and launch of CPA Crossings new “Cloud Accounting Learning Center.” This is a comprehensive knowledgebase of training, news, information and community all revolving around the mission of helping practitioners to embrace the new 21st cloud based accounting services paradigm. Visit www.cpacrossings.com for more information.
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
As I do with every article I author, I started this piece by thinking about the key messages that should be conveyed. This is the sixth consecutive review of document management systems (DMS) I have conducted for CPA Practice Advisor, and it is important to continue to provide current and relevant information about the DMS...…
September 5, 2014
800-528-5005 www.treenosoftware.com 2011 Overall Rating 4.75 Best Firm Fit: Treeno solutions are traditionally more focused on corporate accounting departments than on accounting firms, but the SaaS deployment option makes this a viable solution for firms of all sizes. If your firm is using any of the integrated accounting software applications listed below, Treeno may be...…
September 5, 2014
800-968-8900 cs.thomsonreuters.com 2011 Overall Rating 4.75 Best Firm Fit: GoFileRoom was initially targeted to mid-size and large firms, with GoFileRoom CS offered to smaller firms. As a SaaS application with no infrastructure to deal with, GoFileRoom is an attractive option for smaller firms. Since the GoFileRoom solution offers document management, workflow and an integrated...…
September 5, 2014
800-968-8900 CS.ThomsonReuters.com 2011 Overall Rating 4.75 Best Firm Fit: There is no question that the ideal firm to implement FileCabinet CS is one using the other CS Professional Suite of applications: UltraTax CS, Accounting CS, Engagement CS, etc. The system was designed from the ground up to be a repository for documents and reports generated...…
September 5, 2014
888-693-6248 www.doc-it.com 2011 Overall Rating 5 Best Firm Fit: Due to the robust feature set incorporated into Doc.It to support workflow automation and scheduling, it is best suited for firms that are prepared to work towards fully automating their business processes. The benefits of doing this are greater for larger firms that typically have more...…
September 5, 2014
770-849-0508 x116 www.conarc.com 2011 Overall Rating 4.75 Best Firm Fit: Although it can be deployed at firms of any size, due to the breadth and depth of functionality, iChannel is best suited for mid-size and large firms. It also has significant flexibility to be configured for many different types of organizations, so firms with niche...…
September 5, 2014
888-790-7045 www.acct1st.com 2011 Overall Rating 4.5 Best Firm Fit: Small to mid-sized firms that want a comprehensive solution, with a fairly predictable cost model. Strengths: Intuitive interface SaaS option Integrated portal solution Workflow functionality iQueue integration tool that lets you develop integration with virtually any application Potential Limitations No integrated scanning solution, relies on third-party...…
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...…
August 8, 2014
AccountantsWorld (AW) offers a bundled suite of cloud-based applications to run an accounting practice via the cloud. The suite, called the Power Practice System, consists of bookkeeping, write-up, trial balance, document management, after-the-fact-payroll and the website builder reviewed here.
August 8, 2014
Accounting and Financial Site Builder (AFSB) has been providing websites for accounting and tax practices since 2000. It is part of Tenenz, Inc., which has focused on providing marketing materials and accounting supplies to the industry for over 40 years.
August 8, 2014
CCH Site Builder has been around for quite a while and is a very mature tool. The depth of resources that Wolters Kluwer, CCH brings to the table provides the confidence that they will be there for the long run and will continue to invest in improving this practical tool. Between the pre-designed web page…
