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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

2016 Review of Cabinet SAFE Cloud

Cabinet SAFE Cloud offers a cloud-based, enterprise level document management system that is hosted by the vendor. The product is also available as a standard on-premise application (Cabinet SAFE), and as a mobile app, that is compatible with both iOS ...

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Firm Management

2016 Review of Doc.It Suite

Doc.It offers users both on-premise installation, as well as a cloud-based product that can be hosted by third parties. Along with flexible deployment options, Doc-It offers mobile integration, so users can access the product remotely using a laptop, ...

Firm Management

2016 Review of AccountantsWorld Cloud Cabinet

Cloud Cabinet, part of AccountantsWorld Power Practice suite of products, offers users an easily navigated, completely cloud-based document storage/management system. Cloud Cabinet is completely cloud-based, Cloud Cabinet allows firms to store and ...

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Firm Management

2016 Review of SmartVault Document Storage

SmartVault is an online document storage application that also offers a secure portal feature for file sharing. The SmartVault Dashboard is where all activity is initiated from, and the interface offers quick access to system functions such as Clients ...

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Firm Management

2016 Review of OfficeTools Workspace Document Management System

A complete practice management and document management system, users can access the document management system by simply clicking on Documents on the main user interface screen. Once a user chooses the document option, the screen is populated with a ...

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Firm Management

2016 Review of CCH Axcess Document & CCH ProSystem fx Document

CCH Axcess Document and CCH ProSystem fx Document are the two document management products offered by Wolters Kluwer Tax & Accounting US. Both products offer similar functionality, with the main variable being that ProSystem fx is deployed on-premise ...

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Firm Management

2016 Review of Conarc iChannel Document Management

iChannel from Conarc is a web-based information management system that is designed for a variety of industries, including CPA firms, Insurance, Health Care, Real Estate, and Schools. Much more than a document management system, iChannel also offers ...

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Firm Management

2016 Review of Website Builders for Accounting Firms

In website design, like is so many other things, less is more. A simply designed website will likely have a higher conversion rate simply because no one likes confusion and clutter. Spending precious browsing minutes trying to figure out where to ...

Firm Management

2016 Review of Tenenz Accounting and Financial Site Builder AFSB

AFSB has been offering accounting firms easy website creation capability for over 15 years, and continues to add new features and functionality to its product. Ideal for small to mid-sized accounting firms, AFSB offers over 50 templates that users can ...

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Firm Management

2016 Review of Thomson Reuters Web Builder CS

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Firm Management

2016 Review of CPASites.com

CPAsites is owned and managed by CPAs. Started in 1997, the company bills itself as the original CPA website firm. Services are available in four levels; Platinum, Gold, Silver, and Bronze. The Platinum level subscription offers the following options.

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Firm Management

2016 Review of GetNetSet Websites for Accounting Firms

GetNetSet is available in three editions, which include the Representer edition, which is ideal for very small firms, and includes up to seven website pages. The Representer edition does not offer a client portal, nor dedicated email addresses.