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Brian Tankersley

CPA, CITP, CGMA

Phone: 865.684.4707

Brian Tankersley is a technology contributor for CPA Practice Advisor, and is a frequent speaker at national continuing education courses on auditing and technology, as well as a consultant, coach and instructor for K2 Enterprises.

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Firm Management

2014 Review of Drake Document Manager

Drake Document Manager (DDM) is the document storage tool which is integrated into the Drake Tax Suite. The application is designed to provide basic document filing and retrieval capabilities from within the Drake Tax application, and has some integration with the other parts of the Drake Tax suite of solutions. Users can access the application’s data in two different ways – either the Working Cabinet mode, where DDM is embedded into the tax software, or in Archive Cabinet mode, where DDM is accessed through a separate shortcut on the Start Menu.
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Firm Management

2014 Review of Practice Management Workspace by Office Tools Professional

Practice Management Workspace by Office Tools Professional is an integrated application for document storage, workflow tracking, practice management, and client appointment management. The product’s user interface has been redesigned for 2013, and now offers e-mail synchronization with Microsoft Outlook 2007, 2010 and 2013. Documents can be added to the application by dragging and dropping the file into the application or by printing the document using the product’s new PDF printer. PDF files can also be marked up with the product’s built in annotation tools. It also comes with a built in client portal for document transfers.
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Firm Management

2014 Review of AccountantsWorld Cloud Cabinet

Cloud Cabinet is the integrated document storage service in the AccountantsWorld Power Practice System. The application is completely cloud-based, and the application is hosted from multiple secure Amazon data centers in the US. AccountantsWorld was founded by the Bhansali family, which has a long history of creating on-premises and cloud-based solutions for accounting professionals. Cloud Cabinet is designed for use by accountants and their clients to store, index, share, and archive documents in real time from anywhere. Cloud Cabinet has a new user interface which is cleaner, and seems to load and preview documents faster than the version which was reviewed in 2013. The user interface is logical, and we were able to find all major functions without having to refer to any documentation.

Firm Management

2014 Review of Thomson Reuters GoFileRoom

GoFileRoom is a web-based document management system designed to be used primarily from within the Internet Explorer web browser. The software has traditional features like version control, check-in and check-out, and supports bar-code scanning to help streamline document organization. Workflow and document routing are available using the integrated FirmFlow workflow engine, and documents can be routed to clients using the ClientFlow feature within the optional NetClient CS portals.