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Intuit, Inc.

smartvault_10477055

SmartVault — SmartVault

866-674-6785 www.SmartVault.com   2012 Overall Rating 4.75   Best Fit Professional firms and also businesses wanting a web-based document management system that includes client portals and integrations with common small business applications. Strengths Integrated Toolbar for QuickBooks Customizable firm and client-side branding Familiar expandable folder structure User-by-user access right customization Automated synching to desktop or […]

Isaac M. O'Bannon

otp_10477060

Office Tools Professional — Client Portal

888-667-8440 www.OfficeToolsPro.com   2012 Overall Rating 4.75 Best Fit Firms using or considering the Office Tools Professional Practice Management 2011 system, who want to provide user-friendly portals to clients. Strengths Tight integration with Practice Management 2011 system Project management and file sharing Built-in client communication tools Customizable firm branding Good integration with outside programs Potential […]

Isaac M. O'Bannon