It's post-tax season when most firms meet and plan for the future. While that “future” may only be about a year from now — or through April 15, 2012 — I applaud any firm that actually does give some thought to the open road ahead.
877-520-1525 www.ImagineTime.com ImagineTime consists of four integrated modules: time and billing, due date monitoring, contact management and document management. The document management module is an extension of the core practice management and due date monitoring module, and as such, that is where the primary value of the document management component is based — in […]
877-683-3280 http://quickbooks.intuit.com The Choose an Edition option utilized by QuickBooks has gained popularity in recent years. Choosing an edition when installing QuickBooks provides users with the required chart of accounts necessary to properly run their business type. QuickBooks also continues to add new features to each annual release, keeping QuickBooks fresh. While not suitable for […]
800-200-7599 http://lacerte.intuit.com/products/tax-import/ http://proseries.intuit.com/products/tax-import/ 2011 Overall Rating 4.5 Best Fit Lacerte Tax and ProSeries Tax Professional users who would like to reduce time spent entering data into the tax application. Strengths Innovative 1099DropOff.com website is easy to remember, and facilitates direct download of tax information from financial institutions. Client application integration into the tax software […]
800-230 -2322 www.arkworkspro.com 2011 Overall Rating 5 Best Firm Fit Due to the scope of features and functions, ArkWorks can be deployed in both small and medium size firms to serve as an enterprise document management system. If you use the TaxWorks tax preparation software, ArkWorks is a natural first choice. Strengths Intuitive […]
661-951-9200 www.officetoolspro.com 2011 Overall Rating 4.75 Best Firm Fit Practice Management 2011 is best suited for firms with five to 10 users. Office Tools Professional also serves more than 100 offices with 15 to 60 users. Strengths Integrated suite of office productivity tools (document storage, contact management, time & billing, project management, scheduling) Reporting […]
One of the challenges in writing these reviews is to explain the delineation between document management and document storage solutions. I don’t think it is worth dwelling on this too much because the distinction will become apparent as you dig deeper into the different solutions in both categories. At the end of the day, it really comes down to an issue of scope of functionality.
800-765-7777 http://lacerte.intuit.com/products/tax/document-management-system http://proseries.intuit.com/products/dms 2011 Overall Rating 4.75 Best Firm Fit: If your firm is using either the Intuit ProSeries or Lacerte tax preparation systems, then DMS is the natural first choice. It provides some functionality that can legitimately facilitate its use to manage the storage of all of your firm’s electronic documents. […]