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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.

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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 ...

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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.

Firm Management

2019 Review of CCH ProSystem fx Document

Firm Management

2019 Review of FileCabinet CS

FileCabinet CS uses an intuitive folder structure and includes a default folder structure which can be used immediately. Templates are also available to use for an individual client or across the board. A global filing structure can also be created in ...

Accounting

2019 Review of Acumatica Cloud ERP Fixed Asset Management

bloomberg tax

Accounting

2019 Review of Bloomberg Tax Fixed Assets