3926 characters 800-528-5005 treenosoftware.com Treeno Software is another new entrant to our DMS reviews this year with its Treeno Content Server. My first impression is positive. I like the fact that it is offered as a web-hosted or on-premise solution and that it is browser-based. Treeno Software is a relatively small company with a staff […]
3569 characters 866-638-3627 www.netdocuments.com This product was launched in 1999 and has been primarily focused on law firms and financial services organizations. The vendor claims to be custodian for over 100 million documents. NetDocuments is beginning to target the accounting firm marketplace, with 20 firms currently using the system. There is no direct integration with […]
2929 Characters 2010 Document Storage Review By John Higgins, CPA.CITP Are you thinking about going paperless? If so, you will find this review of electronic document storage solutions for accounting and tax practices to be a helpful resource to shortcut your process of researching potential solutions. In last month’s issue, we reviewed a series of […]
3301 characters 800-765-7777 (Lacerte) Lacerte.intuit.com 800-934-1040 (ProSeries) Proseries.intuit.com The Lacerte DMS and ProSeries DMS are essentially the same application with minor differences to accommodate their respective tax prep packages. Core Functionality As you might expect, the primary feature is the integration with the tax software. When you print a preparer or client copy of the […]
1222 characters 877-PAPER-99 (877-727-3799) www.PaperSave.com PaperSave approaches document management from a unique perspective compared to the other solutions in our document storage review, which makes it more difficult to assign a comparable rating to PaperSave. It is designed primarily to be a document management system that is linked to accounting systems such as QuickBooks, Microsoft […]
1863 Characters 800-688-4281 www.personable.com The SourceLink document storage solution is a niche application designed to integrate directly with QuickBooks to store and tag supporting documents with individual QB transactions. Core Functionality The Workflow DMS module incorporates rules-based document routing functionality. Documents are organized by a folder/sub-folder hierarchy. The files are stored within Windows Explorer. A […]
7080 characters 800-388-4697 www.Peachtree.com With each subsequent release, Peachtree Accounting reinforces its popularity with accountants and small business owners alike. Always a favorite for the small business owner, Peachtree continues to make annual improvements to its already solid product, gaining more satisfied customers in the process. Sage Peachtree Premium Accounting for Construction 2011, designed for […]
6142 800-648-6258 www.addsuminc.com Advanced Accounting offers a complete accounting suite along with an inclusive POS module. Built to be scalable, Advanced Accounting is suitable for single-user boutiques as well as stores with hundreds of users. The system is not designed for high-volume transaction processing, making it ideal for small to mid-sized retailers. BASIC SYSTEM FUNCTIONS […]