FileVision USA — FileVision

The emphasis in the knowledge and relationship management modules results
in an interface for the document management module that is not as intuitive
as the other products reviewed. The upside is that you can establish a comprehensive
content management solution.

File Organization/Management:
FileVision uses a database/folder/sub-folder/document hierarchy. The left side
of the screen displays this hierarchy along with a window for entering keywords
upon which to search. The document hit list appears on the right side of the
screen and incorporates a unique color-coding scheme to help you quickly identify
documents according to your established coding criteria. The Document Details
window displays extensive data about the file including all of the indexing
metadata, version history, security settings, retention policy and links to
related documents. The Document Search window provides a multitude of alternative
ways to search for documents.

Integration:
The real strength of FileVision’s integration is within the suite of models
the vendor has developed. This is a horizontal solution and, therefore, there
is no direct integration with accounting and tax software applications out of
the box. However, a comprehensive integration module provides the capability
to develop integrations with many different types of applications. This provides
the opportunity to establish FileVision as an enterprise solution for your entire
firm.

There is a special module called eForms that lets you design custom electronic
forms that can be accessed through a toolbar button. A workflow feature is also
available for establishing rules-based automatic document routing.

Relative Value:
FileVision is priced starting at $8,500 for a pre-configured three-user system.
Additional user licenses and modules are priced a la carte. FileVision is a
sophisticated system that may be more than the typical small accounting and
tax practice is prepared to take advantage of.

2009 OVERALL RATING: