Accounting June 28, 2025
Nominations Open for 2025 Innovation Awards
The Innovation Awards highlight technologies that are shaping the profession and small businesses through increased collaboration and productivity.
August 18, 2016
Private Companies, Financial Technology and a Winning Opportunity for CPAs
We live in an era of rapid innovation in financial technology that is transforming how banks, private equity firms and other investors evaluate business opportunities and quantify risk. Yet the prevailing methods for exchanging private company ...
August 18, 2016
ScanWriter Automates Data Entry for QuickBooks Users
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 ScanWriter Helped An Accountant Achieve Maximum Efficiency
After having used ScanWriter for more than four years, Luis says the system saves him time that would be wasted on data entry, which lets him take on more clients, which means more revenue. In fact, ScanWriter can enter more than 100 transactions in ...
August 18, 2016
3 Ways Accounting Firms Can Reach Millennials
If you’re part of an accounting firm, there is no denying the importance of reaching this age group. By 2020, 46% of all U.S. workers will be millennialsi. By 2025, that number could rise to 75%ii. While the business world is making strides to attract ...
August 18, 2016
2016 Review of Document Management and Storage Systems
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
2016 Review of Drake Documents
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
2016 Review of Thomson Reuters GoFileRoom
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
2016 Review of eFileCabinet Document Management
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
2016 Review of Cabinet SAFE Cloud
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
2016 Review of Doc.It Suite
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
2016 Review of AccountantsWorld Cloud Cabinet
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
2016 Review of SmartVault Document Storage
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 ...