Technology

August 8, 2014 

Practice Management Workspace by Office Tools Professional is an integrated application for document storage, workflow tracking, practice management, and client appointment management. The product’s user interface has been redesigned for 2013, and now offers e-mail synchronization with Microsoft Outlook 2007, 2010 and 2013. Documents can be added to the application by dragging and dropping the…

Brian Tankersley

August 8, 2014 

The Doc.It Suite is a comprehensive document management solution for small to mid-sized firms. This solution is based on the concept of “binders”, which are reminiscent of the paper notebooks used to file engagement documentation. The Company’s software is designed to manage data associated with pending and active projects using the Work Binder module.

Brian Tankersley

August 8, 2014 

Cloud Cabinet is the integrated document storage service in the AccountantsWorld Power Practice System. The application is completely cloud-based, and the application is hosted from multiple secure Amazon data centers in the US. AccountantsWorld was founded by the Bhansali family, which has a long history of creating on-premises and cloud-based solutions for accounting professionals. Cloud…

Brian Tankersley

August 8, 2014 

FileCabinet CS by Thomson Reuters is the document storage application associated with the Thomson Reuters CS Professional Suite of applications for professional accounting firms.

Brian Tankersley

August 8, 2014 

GoFileRoom is a web-based document management system designed to be used primarily from within the Internet Explorer web browser. The software has traditional features like version control, check-in and check-out, and supports bar-code scanning to help streamline document organization. Workflow and document routing are available using the integrated FirmFlow workflow engine, and documents can be…

Brian Tankersley

August 8, 2014 

Overview SmartVault is an interesting hybrid between a file sharing portal and a document storage system. The product is a file storage platform similar to other products reviewed, but includes add-ins and interfaces to Outlook, QuickBooks, and QuickBooks Online so that documents can be categorized and stored in a virtual archive. Data is stored in...…

Brian Tankersley

August 8, 2014 

The last 18 months have been a period of significant change for the document management systems of many accounting professionals and their firms.

Brian Tankersley

August 8, 2014 

Building on CPAs’ long-standing commitment to provide high-quality services that protect the public, the American Institute of CPAs (AICPA) has issued a discussion paper for all stakeholders in the audit process of private entities. The discussion paper summarizes the Institute’s multi-faceted effort that is designed to help auditors excel in a fast changing and complex…

Isaac M. O'Bannon

August 8, 2014 

If you’ve been following Intuit the past year, chances are you’ve heard the company talk about its plans to remove pain points for small businesses. Every move the company has made seems to be a calculated step in the direction of building a seamless QuickBooks Online ecosystem for its customers.

Taija Sparkman

August 7, 2014 

For most accounting firms, choosing a software provider and staying the course is an easy and safe decision. Only when there are traumatic events in pricing changes, software not working and not getting fixed, technology changes or regulatory changes that the software doesn’t keep up with will we even consider a change.

Randy Johnston

August 7, 2014 

Intacct, a leader in cloud financial management and accounting software, today announced the launch of a new Premier Partner Program. This new program was built to recognize a network of Intacct partners that deliver comprehensive, high quality services, support, and software to help companies get maximum value from their Intacct investment.

Isaac M. O'Bannon

August 6, 2014 

The other day, I noticed that there was something interesting going on in my office. I was picking up different devices to use, depending on what tasks I wanted to accomplish. This was never a conscious decision – I never thought: “I shall purchase this ipad so that I can use it in this specific…

Stacy Kildal