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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

2015 Review of eFileCabinet

eFileCabinet offers a long list of product tools including the ability to backup files to the cloud while still using the on-premise version. Users can easily check-in and check-out documents as needed, and the product offers version control, so users ...

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Firm Management

2015 Review of Drake Software - Drake Document Manager

Drake Document Management is a full-function document organization and storage tool that is included in the Drake Unlimited suite of applications. Drake Document Management fully integrates will Drake Software products. Users can choose to use Drake ...

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Firm Management

2015 Review of GoFileRoom

Designed for accounting and tax professionals, GoFileRoom is built to be used exclusively with the Internet Explorer web browser. Cloud-based, GoFileRoom offers solid document management capabilities, along with additional modules that support ...

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Firm Management

2015 Review of Conarc iChannel

iChannel is a web based document management solution suitable for mid-to large size businesses. Originally designed for CPA firms, iChannel is well-suited to a variety of industries including legal, real estate, healthcare, and even schools and nonprofits

Firm Management

2015 Review of Thomson Reuters FileCabinet CS

FileCabinet CS from Thomson Reuters is the document storage application that is included in Thomas Reuters CS Professional Suite of applications. Available in two versions, the base version is ideal for smaller firms, while a Microsoft SQL version is ...

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Firm Management

2015 Review of Office Tools Pro - Practice Management Workspace

Completely revamped in 2013, the product offers a newly designed user interface designed to make system navigation easier. The product also syncs with Microsoft Office 2007, 2010, and 2013, making it easy to manage email documents as well.

Firm Management

2015 Review of Cabinet SAFE Cloud

Originally designed for accounting firms, Cabinet SAFE Cloud is designed to provide flexible, robust document management capability with documents stored safely in the cloud. Cabinet SAFE is also available for those that need an on-premise product ...

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Firm Management

2015 Review of CCH Axcess Document and ProSystem fx Document

CCH Axcess Document and CCH ProSystem fx Document are the two document management products offered by Wolters Kluwer Tax & Accounting US. CCH ProSystem fx Document offers the on premise version of the product, while CCH Axcess Document is deployed in ...

Firm Management

2015 Review of Document Management and Document Storage Systems for Accounting Firms

Whether your firm is in the market for a document management system or a document storage system depends on a number of things, including workflow levels, current tax software utilized, and even future needs. Cost may play a role as well, although ...

Firm Management

2015 Review of AccountantsWorld Cloud Cabinet

Both a document sharing portal and a document management system, Cloud Cabinet is one of the tools offered in AccountantsWorld Power Practice suite of products. Completely cloud-based, Cloud Cabinet uses Amazon.com’s secure data center to safely and ...

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Sales Tax

2015 Review of CCH Sales Tax SaaS

The CCH Sales Tax SaaS group of products from Wolters Kluwer Tax & Accounting US is designed for the individual business owner, as well as accounting firms that manage the sales tax reporting for multiple clients, and need real-time sales tax calculations

2015 Review of CCH Sales Tax Office

Sales Tax Office from CCH is designed for large corporations that have complex sales and use tax needs and require complete integration with a core accounting system, making it an ideal solution for businesses with multiple entities, divisions, or ...