Review

July 27, 2012 

CPASiteSolutions — CompleteWebSuitewww.CPASiteSolutions.com Best Fit Firms that want a site from one the best template-based web builders along with comprehensive web marketing services, and firms that want to build a website quickly. CPASiteSolutions boasts that it only needs 15 minutes of a CPA’s time and that the dedicated webmaster often completes the site within 2...…

Dustin Wheeler

July 5, 2012 

Join as Randy and Darren discuss different types and aspects of tablets.

July 5, 2012 

Listen as Darren and Dave discuss the Binder and discuss the difference between a Binder and an engagement application.

June 27, 2012 

Evaluating small business management software is always full of surprises. Some users wonder where to start the process and ask if they really need to change software, upgrade to the current version, or invest in training on the existing application. While there are many ways to evaluate these decisions, I would suggest that you consider...…

May 28, 2012 

Document Storage to the Cloud

John Higgins

May 28, 2012 

SmartVault Corporation — SmartVault866-674-6785www.smartvault.com   Best Firm Fit SmartVault (SV) has established itself as a leading online file storage solution for accounting and tax professionals. If your primary objective is to have a secure, online file sharing solution to exchange files back and forth with your clients, SmartVault will serve you well. The system includes...…

May 28, 2012 

Office Tools Professional — Practice Management 2012661-951-9200www.officetoolspro.com   Best Firm Fit Office Tools Professional (OTP) Practice Management 2012 is best suited for small and mid-sized firms who want to have a single point of entry to manage all of their client interactions, correspondence and files. This system has been deployed in in firms from 2-80...…

May 28, 2012 

Intuit — Lacerte & ProSeries DMS800-765-7777Lacerte.intuit.com, Proseries.intuit.com   Best Firm Fit: The primary value of these two document storage systems is based in their direct integration with the ProSeries and Lacerte tax preparation software applications. If you’re a tax practitioner using either of these programs, or are considering a switch to them, the integrated DMS...…

May 28, 2012 

eFileCabinet, Inc. — eFileCabinet Online877-574-5505www.efilecabinet.com Best Firm FiteFileCabinet (EFC) offers a complete document storage solution that has substantial flexibility in how you configure the metadata model for organizing your file storage. As a result, EFC has been deployed in a variety of business types, including accounting and tax practices. The system has been on the...…

May 28, 2012 

CCH Small Firm Services — PaperlessPLUS800-375-9542www.cchsfs.com From the June 2012 review of Document Storage Systems Best Firm FitPaperlessPLUS is a document storage system that integrates with the ATX and TaxWise tax preparation, Client Accounting Suite and Fixed Asset software from CCH Small Firm Services (SFS). While the system includes certain features only available to current...…

John Higgins

May 28, 2012 

RedGear Technologies — ArkWorks800-230-2322www.taxworks.com   Best Firm Fit ArkWorks is a very basic document storage system that helps you organize and search for files in a more user friendly format as compared to Windows Explorer. The only application it integrates directly with is the TaxWorks tax preparation software. The best fit is for firms that...…

May 28, 2012 

Personable Inc. — ScanWriter 2012800-688-4281www.personable.com Best Firm Fit It is always pretty easy to identify the best firm fit for ScanWriter QuickBooks Edition (ScanWriter). It is designed at the core for serving as a document storage solution to support your QuickBooks transactions. If your firm provides outsourced bookkeeping and accounting services based on QuickBooks then...…

John Higgins