Review

GoFileRoom is a web-based document management system designed to be used primarily from within the Internet Explorer web browser. The software has traditional features like version control, check-in and check-out, and supports bar-code scanning to help streamline document organization. Workflow and document routing are available using the integrated FirmFlow workflow engine, and documents can be routed to clients using the ClientFlow feature within the optional NetClient CS portals.

Overview SmartVault is an interesting hybrid between a file sharing portal and a document storage system. The product is a file storage platform similar to other products reviewed, but includes add-ins and interfaces to Outlook, QuickBooks, and QuickBooks Online so that documents can be categorized and stored in a virtual archive. Data is stored in […]

The last 18 months have been a period of significant change for the document management systems of many accounting professionals and their firms.

AccountantsWorld (AW) offers a bundled suite of cloud-based applications to run an accounting practice via the cloud. The suite, called the Power Practice System, consists of bookkeeping, write-up, trial balance, document management, after-the-fact-payroll and the website builder reviewed here.

Accounting and Financial Site Builder (AFSB) has been providing websites for accounting and tax practices since 2000. It is part of Tenenz, Inc., which has focused on providing marketing materials and accounting supplies to the industry for over 40 years.

CCH Site Builder has been around for quite a while and is a very mature tool. The depth of resources that Wolters Kluwer, CCH brings to the table provides the confidence that they will be there for the long run and will continue to invest in improving this practical tool. Between the pre-designed web page templates and the web site customization services offered by Wolters Kluwer, CCH, you can design a web site that can be as comprehensive as you want.

CPA Site Solutions claims to be the largest provider of websites for accountants with over 7,000 firms using the platform. The company was founded in 1999 to help accountants take advantage of the internet. They believe so strongly in the service that they will setup your website and email accounts and give you two months to work with it and if you’re not happy with the results you owe nothing.

Web Builder CS is part of one of the most comprehensive suites of cloud based applications to run your tax or accounting practice with. The Thomson Reuters CS Professional Suite consists of 16 integrated applications including tax preparation, payroll processing, client accounting, document management and more.