Firm Management
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2020 Reviews of Document Storage and Document Management Systems
In this issue of CPA Practice Advisor, we reviewed both document storage and document management systems, with a features chart included with the review.
2020 Review of Doc.It Suite
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, […]
2020 Review of Cloud Cabinet from AccountantsWorld
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 […]
2020 Review of CCH Axcess Document
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 […]
2020 Review of Drake Documents
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 […]
2020 Review of OfficeTools WorkSpace Document Management
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 […]
2020 Review of SmartVault Document Storage
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. […]
2020 Review of Onvio Documents by Thomson Reuters
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 […]