Small Business
Mary Girsch-Bock
Contributing Writer
mary.girschbock@cpapracticeadvisor.comMary 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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Small Business
2018 Review of FreshBooks
Firm Management
2017 Review of eFileCabinet Document Management
Originally designed for accounting firms, eFileCabinet is now used by a variety of business types including health care, law firms, and property management companies. eFileCabinet can be deployed as an on-premise product or as an online solution.
Firm Management
2017 Review of SmartVault Document Storage
SmartVault Document Storage from SmartVault is a good fit for mid-sized accounting firms. SmartVault includes a client portal while offering integration with QuickBooks and QuickBooks Online, and also offers apps that provide integration with other ...
Firm Management
2017 Review of Drake Document Manager
Drake allows users to store documents of any kind. All files are stored as a PDF, so users must print to the included document management print driver which will automatically save the documents to the folder indicated. With easy integration with ...
Firm Management
2017 Review of AccountantsWorld Cloud Cabinet
Cloud Cabinet is completely cloud-based, so firm employees can easily access stored documents at the office, at home, or on the road.
Firm Management
2017 Review of OfficeTools
OfficeTools is a comprehensive practice management solution for accountants. Recently purchased by AbacusNext, OfficeTools is best suited for small to mid-sized accounting firms that are in the market for a strong practice management solution that...
Firm Management
2017 Review of Doc.It Suite Document Management
Doc.It Suite is a sophisticated document management software that is well suited for firms of all sizes. Doc.It offers excellent document management capability, as well as a variety of other features such as Workflow, Archive, PDF Editor, Web Portal, ...
Firm Management
2017 Review of Thomson Reuters FileCabinet CS
FileCabinet CS from Thomson Reuters is a document storage and management system designed for firms of all sizes. FileCabinet CS can be used as a stand-alone application, but works best in conjunction with other Thomson Reuters CS suite of applications.
Firm Management
2017 Review of Thomson Reuters GoFileRoom
GoFileRoom is cloud-based, so users can easily manage documents from any location using any device with an Internet connection.
Firm Management
2017 Review of iChannel by Conarc
iChannel from Conarc is best suited to larger accounting firms that desire a more comprehensive document management system. iChannel is also a good fit for commercial real estate and construction and contracting industries.
Firm Management
2017 Review of Onvio Documents - Thomson Reuters
Completely cloud-based, Onvio Documents offers a mobile app that supports both iOS and Android devices. The mobile app offers the same functionality as the online application, and using the mobile app, users can snap a photo of source documents or ...