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September 5, 2014

Computhink Inc. — ViewWise

800-988-4465 ext 1 www.computhink.com  2011 Overall Rating 4.75 Best Firm Fit: ViewWise is a good fit for small and mid-size firms that want a system to manage documents across the entire firm, not just for client tax and accounting files. Strengths: Integrated suite of “paperless” applications Depth of document security controls Integration with MS Office... Read more »

John Higgins

800-988-4465 ext 1

www.computhink.com 

2011 Overall Rating 4.75

Best Firm Fit:

ViewWise is a good fit for small and mid-size firms that want a system to manage documents across the entire firm, not just for client tax and accounting files.

Strengths:

  • Integrated suite of “paperless” applications
  • Depth of document security controls
  • Integration with MS Office applications
  • Document viewer supports more than 400 file formats

Potential Limitations:

  • No direct integration with tax & accounting software applications
  • Not available as a web-hosted option

Executive Summary & Pricing

ViewWise’s feature set is very comprehensive in regards to managing the organization of a firm’s files, integrating the DM into your workflow, and managing the security and retention of documents. The pricing for ViewWise starts at $5,000.

 

Product Delivery Methods:

_X_ On-Premises

___ SaaS

___ Hosted by Vendor

 

Core Product Functions/Features 5

Integration 4.5

Advanced Functionality 4.75

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John Higgins

CPA.CITP

John is leading the design and launch of CPA Crossings new “Cloud Accounting Learning Center.” This is a comprehensive knowledgebase of training, news, information and community all revolving around the mission of helping practitioners to embrace the new 21st cloud based accounting services paradigm. Visit www.cpacrossings.com for more information.