2015 Review of AccountantsWorld Cloud Cabinet

• Cloud-based, users can access the system from any location
• The product offers unlimited secure client portals at no additional cost
• Offers excellent integration with Power Practice suite of products, including automatic saving of documents created in Power Practice
• Products contains several tools designed specifically for P.C. users

Potential Limitations

• Product does not contain optical character recognition (OCR) capabilities

Overview

Both a document sharing portal and a document management system, Cloud Cabinet is one of the tools offered in AccountantsWorld Power Practice suite of products. Completely cloud-based, Cloud Cabinet uses Amazon.com’s secure data center to safely and securely store all documents, and is backed up on a regular basis.

Used to manage and archive documents, Cloud Cabinet offers users a default folder that can be utilized when setting up the filing system, or users can choose to modify the folder to suit their needs and the needs of their clients. Client folder templates further simplify the client creation process, guiding users through the process of setting up a new client. Each client’s folder can be customized, or users can use the same filing system for all clients. Cloud Cabinet has a secure portal that allows firms to easily share documents with clients safely. Firms can also choose to give clients permission to access stored documents as needed. All data files are securely encrypted during the transfer process.

An excellent choice for firms offering bookkeeping services to their clients, Cloud Cabinet allows clients to easily scan documents such as invoices directly into Cloud Cabinet, where firm employees can take over the process; paying bills and processing financial statements.

Cloud Cabinet offers various tools designed to make searching for data easy, with users able to use full-text search to locate stored documents. High-level system security allows only authorized individuals to access documents. The shared folder option allows users to save files that will be commonly accessed by all staff and clients to an easily accessible folder.

Cloud Cabinet also offers tools designed for Windows users including Cyber Drop and Cyber Send. Cyber Drop utilizes scanner technology to automatically upload files.   By connecting to any scanner which uses a TWAIN interface, users can easily transfer files from any P.C by simply dragging and dropping the files into a designated folder. Folder contents are then easily uploaded directly into Cloud Cabinet and placed in the appropriate folder, all without logging into Cloud Cabinet. Documents can also be scanned directly into Cloud Cabinet without saving them on a P.C. first.

The CyberSEND feature allows users to archive any email including attachments to an appropriate folder with users able to upload emails in Outlook, HTML or text formats. Emails can be uploaded in native Outlook, HTML, or text format.

Fully integrated with Power Practice, all documents created in Power Practice can be automatically saved to Cloud Cabinet.   Other documents can be easily uploaded individually or in batches into Cloud Cabinet. The product easily supports multiple file formats including PDF, Word, Excel, QuickBooks, Text, and ZIP files. A client log is also available that displays all files that have been uploaded, emailed, deleted, and even renamed. AccountantsWorld offers several product training options including video training and webinars.

Summary

An excellent solution for those using or planning to use AccountantsWorld Power Practice products, as well as firms offering bookkeeping services, Cloud Cabinet pricing starts at $59.00 per month for unlimited users including document management and client portals. Firms can also choose to purchase the system at $595.00 per year.