Skip to main content

Mary Girsch-Bock

Contributing Writer

mary.girschbock@cpapracticeadvisor.com

Mary grew up in Chicago, graduating from the University of Illinois-Chicago. She began her career as accountant and later made the switch to writing full time, concentrating on business and technology, with a focus on small business. A former QuickBooks beta tester, Mary’s work has appeared in The Motley Fool, The Blueprint, and Property Manager.com. She currently writes a monthly accounting and technology-related blog for PLANERGY, and ghostwrites several blogs for various software companies.

Read more

DOCUMENT_MANAGEMENT

Firm Management

2019 Review of Document Management and Document Storage Systems

How many times have you or your staff misplaced a document lately? Perhaps you were positive it was on your desk, but you suddenly realize it’s nowhere to be found. If you’re one of the lucky ones, you found the document in question later that day...

smartvault_horiz_3color

Firm Management

2019 Review of SmartVault Document Storage

SmartVault offers secure online document storage, and is a good fit for businesses and accounting firms of any size. The product is scalable, with plans available for small to enterprise level users. Along with online document storage, SmartVault ...

OfficeTools

Firm Management

2019 Review of OfficeTools WorkSpace

OfficeTools WorkSpace Document Management System (DMS) is part of OfficeTools, a complete suite that combines CRM, project tracking, and time and billing into a single interface. Best suited for small to mid-sized firms that are seeking an ...

CC_logo_top[1]

Firm Management

2019 Review of AccountantsWorld Cloud Cabinet

Like all AccountantsWorld applications, Cloud Cabinet is cloud-based, allowing staff to access and store documents from any location. The application supports all file formats including Microsoft Word, Excel, and PowerPoint, TXT files, QuickBooks ...

Firm Management

2019 Review of eFileCabinet Document Management

eFileCabinet is a document management solution well-suited for accounting firms of any size, with the application also suitable for a variety of business types including legal, healthcare, and property management. eFileCabinet offers both online/cloud ...

Drake_Software_4Color.570d15e32f475

Firm Management

2019 Review of Drake Documents

Drake Documents is part of Drake Tax, and is well suited for small to mid-sized accounting firms that currently use other Drake Software applications. Drake Documents is included in Drake Tax and is not offered as a separate document management ...

Firm Management

2019 Review of PSIsafe

PSIsafe uses a variety of methods to store documents, including repositories and cabinets. Repositories in PSIsafe are typically categorized by department or by group and can be completely customized by users. Once a repository is created, users can ...

Firm Management

2019 Review of CCH Axcess Document

Conarc iChannel for FB Header

Firm Management

2019 Review of iChannel

iChannel from Conarc is best suited for larger businesses that have complex document storage and management needs, including accounting and legal firms, contracting companies, and commercial real estate companies. iChannel offers various deployment ...

Firm Management

2019 Review of Onvio Firm Management - Documents

Designed for accounting firms of any size, Onvio Firm Management - Documents is part of Onvio Firm Management from Thomson Reuters. Along with document management, Onvio Firm Management also offers complete time and ...

Doc-It

Firm Management

2019 Review of Doc.It Suite

Doc.It Suite is a powerful, scalable document management and storage application designed for accountants, and well suited for accounting firms of any size. Doc.It Suite includes a client portal, workflow tools, work binders, and a PDF editor. Doc.It ...

Firm Management

2019 Review of GoFileRoom

Specifically designed for accounting and tax professionals, GoFileRoom offers a variety of add-on modules designed to increase product functionality including FirmFlow, ScanFlow, TaxSort, and RecordsFlow.