August 8, 2014
Cabinet SAFE CLOUD is a flexible document management system which was originally designed with accountants and tax professionals in mind. The product is still used and sold to clients by many accounting firms and value added resellers, but the company has expanded its vertical industry support to include law firms, financial services, manufacturing, and health…
August 8, 2014
Drake Document Manager (DDM) is the document storage tool which is integrated into the Drake Tax Suite. The application is designed to provide basic document filing and retrieval capabilities from within the Drake Tax application, and has some integration with the other parts of the Drake Tax suite of solutions. Users can access the application’s…
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…
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.
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…
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.
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…
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...…
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.
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.
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…
July 30, 2014
Sometimes people don’t recognize that they are working with an accounting system that has gradually declined over time. They are not always aware that they could save a lot of time and money with an upgrade. As an external accountant or consultant, you don’t have to be a computer specialist to help your client. All…