Product & Service

GoFileRoom not only lets you easily store and manage documents electronically, it also helps you automate scanning processes and workflow. Quickly associate client documents to workflows while uploading files to your web-based DMS. GoFileRoom gives you the ability to securely manage business processes for your entire firm. Comprehensive features mean a more valuable software program for […]

Accounting firms take raw materials (source documents) and produce finished products (tax returns, financials, payroll reports, etc.). So how you manage your source and finished documents has a huge impact on your firm’s productivity. That’s why we created Cloud Cabinet – the first true cloud-based document management system and client portal for accountants – to […]

2015 Readers Choice Award Winner: Document Management Systems. Free with Drake Software, Document Manager is an electronic storage solution for client source documents and returns. It can greatly ease your paper handling tasks and help you reduce the ...

SAFE CLOUD offers the same great features as the traditional SAFE paperless document management suite, with one key difference — there’s minimal software for you to install, and no hardware for you to maintain.

A web-based collaborative content manager that is seamlessly linked to multiple in-house applications and publishes client related information to private extranet client sites. With indexing, versioning, online discussion, and extensive search and sort capacity, this powerful integrated solution is the central system to a high efficiency paperless environment - the vehicle to identify, categorize, and store important company knowledge.

As an accountant, your office is likely overflowing with filing cabinets to keep your clients’ tax information safe. Knowing the best method for tracking all these documents is probably a challenge that you’ve faced throughout your career. Luckily, Rube

Companies waste 40 percent of their time on accounts payable driven by corporate expense management. Tallie simplifies this process by offering the quickest path from receipt to balance sheet. The system eliminates over 60 percent of processing time for both the front and back-end, providing time and cost savings.