866-674-6785 www.SmartVault.com 2012 Overall Rating 4.75 Best Fit Professional firms and also businesses wanting a web-based document management system that includes client portals and integrations with common small business applications. Strengths Integrated Toolbar for QuickBooks Customizable firm and client-side branding Familiar expandable folder structure User-by-user access right customization Automated synching to desktop or […]
800-968-8900 www.cs.thomson.com 2012 Overall Rating 5 Best Fit Firms using other programs in the Thomson Reuters CS Professional Suite, particularly those using the document management and tax programs. Strengths Customizable firm branding and integration of login on firm website Two-way firm/client sharing and collaboration Broad integration with programs in CS Professional Suite Ability to […]
781-356-5152 www.XCMsolutions.com 2012 Overall Rating 4.25 Best Fit Firms using or considering the broader XCM Workflow Management system to provide structured digital management of their engagements, including the ability to securely share files with clients. Strengths Simple client interface No storage or bandwidth/transfer limits Customizable firm branding Two-way firm/client sharing and collaboration Dependable hosting, […]
888-667-8440 www.OfficeToolsPro.com 2012 Overall Rating 4.75 Best Fit Firms using or considering the Office Tools Professional Practice Management 2011 system, who want to provide user-friendly portals to clients. Strengths Tight integration with Practice Management 2011 system Project management and file sharing Built-in client communication tools Customizable firm branding Good integration with outside programs Potential […]
800-441-3453 www.ShareFileCPA.com 2012 Overall Rating 4.5 Best Fit Accounting practices wanting a simple, yet secure method of sharing files with clients and allowing them to upload files to the firm. Strengths Firm branding and the ability to place a login field on firm website Sharing of files two ways between client and firm Multiple […]
The Possibilities of Portals
800-716-2558 ext. 100 www.cPaperless.com 2012 Overall Rating 4.25 Best Fit Professional firms seeking a stand-alone system that will make it easy for their clients to send files to them, as well as securely share returns and other documents with their clients. Strengths Simple for clients and firms to use Strong security customization options Customizable […]
Dividends and Distributions Prints on 1099 Dividend laser forms and on blank paper.E-Files 1099 DIV & eFile 1099 Forms (Electronic Filing).Imports 1099 DIV forms Intuit QuickBooks, Sage Peachtree, Sage DacEasy , Microsoft Dynamics and Microsoft Excel FormatSupports 1099-DIV, MISC, INT, R, S, 1098-T, 1098, 1099 A, 1099 B, 1099 C, 1099 PATR and 1099 OID […]