Firm Management

September 24, 2020 

The AICPA was awarded ownership and management of the .cpa top-level domain last year by the Internet Corporation for Assigned Names and Numbers (ICANN). CPA.com is responsible for managing the service.

September 23, 2020 

As leaders, the first thing you do in times of crisis is to get your arms around your people. You need to ensure that they are safe, informed and confident. Safety and information proved to be the easier topics this week as you listened to the experts.

September 22, 2020 

The team estimates that up to 50% of tax and accounting clients will now prefer remote, virtual meetings versus face-to-face. Knowing the pains of using multiple tools and users (with apps like Zoom), they decided to create a ...

September 21, 2020 

In this issue of CPA Practice Advisor, we reviewed both document storage and document management systems, with a features chart included with the review.

Mary Girsch-Bock

September 21, 2020 

Doc.It Suite www.Doc-It.com From the 2020 reviews of Document Storage and Document Management systems. Doc.It Suite is a robust, scalable document storage and management application that includes a work binder, PDF editor, workflow, an autofiler, and an archive option. While Doc.It Suite is suitable for larger firms, smaller firms may want to consider Doc.It Explore,...…

Mary Girsch-Bock

September 21, 2020 

AccountantsWorld Cloud Cabinet www.accountantsworld.com From the 2020 reviews of Document Storage and Document Management systems. Cloud Cabinet from AccountantsWorld is best suited for small to mid-sized accounting firms. Cloud Cabinet can be used as a stand-alone document management application, but works best when coupled with other AccountantsWorld applications. Completely cloud-based, Cloud Cabinet offers online document...…

Mary Girsch-Bock

September 21, 2020 

CCH Axcess Document Wolters Kluwer https://taxna.wolterskluwer.com/professional-tax-software/axcess/document From the 2020 reviews of Document Storage and Document Management systems. CCH Axcess Document from Wolters Kluwer is well suited for accounting firms of any size. While users will experience greater functionality when used with other Wolters Kluwer applications, CCH Axcess Document can also be used as a stand-alone...…

Mary Girsch-Bock

September 21, 2020 

Drake Documents www.drakesoftware.com From the 2020 reviews of Document Storage and Document Management systems. Drake Documents is one of the workflow tools offered by Drake Tax. Best suited for small to mid-sized accounting firms, Drake Documents is included as part of Drake Tax and is not offered as a stand-alone document management application. Available as...…

Mary Girsch-Bock

September 21, 2020 

OfficeTools WorkSpace Document Management System www.officetools.com From the 2020 reviews of Document Storage and Document Management systems. OfficeTools WorkSpace Document Management System (DMS) is part of OfficeTools, a practice management application that combines CRM, project management, and time and billing into a single application. The DMS offered in OfficeTools is part of the main application...…

Mary Girsch-Bock

September 21, 2020 

SmartVault Document Storage www.smartvault.com From the 2020 reviews of Document Storage and Document Management systems. SmartVault offers complete online document storage, branded client portals, and secure file sharing capability. A good fit for businesses and accounting firms of any size, SmartVault is scalable, with two types of plans: SmartVault for Business, and SmartVault for Accountants....…

Mary Girsch-Bock

September 21, 2020 

Onvio Documents Thomson Reuters https://tax.thomsonreuters.com/onvio/documents/ From the 2020 reviews of Document Storage and Document Management systems. Well-suited for accounting firms of any size, Onvio Documents is part of the Onvio Firm Management suite of applications from Thomson Reuters. Onvio also includes time and billing and an online client center that functions as a portal. Designed...…

Mary Girsch-Bock

September 21, 2020 

GoFileRoom Thomson Reuters www.gofileroom.com From the 2020 reviews of Document Storage and Document Management systems. GoFileRoom from Thomson Reuters is part of the CS Professional Suite of applications. A cloud-based document management solution, GoFileRoom is designed specifically for accounting firms, and is better suited for larger firms with complex document management needs and works best...…

Mary Girsch-Bock