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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

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.

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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...

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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, ...

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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.

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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.

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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 ...

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Firm Management

2017 Review of ScanWriter, From Personable

For accounting firms that process a high number of transactions monthly for their clients, data entry can be time-consuming. But ScanWriter from Personable eliminates the need for data entry, automating the process entirely.

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Firm Management

2017 Review of CCH Axcess Document and ProSystem fx - From Wolters Kluwer

Both CCH Axcess Document and ProSystem fx Document are well suited for accounting firms of any size that are currently using other CCH Axcess applications. Both products can be used as stand-alone applications as well.

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Firm Management

2017 Review of PSIsafe from PSIgen

PSIsafe offers both on premise as well as cloud deployment options, and is best suited for mid-sized to large businesses. A mobile app is also available that is compatible with both iOS and Android devices.

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Firm Management

2017 Review of Document Management & Storage Systems

It’s been estimated that nearly 20 percent of an employee’s time is spent searching for documents. To make matters even worse, according to PricewaterhouseCoopers, 7.5 percent of documents in an office are simply lost. Not misplaced, or on someone’s ...