Firm Management February 6, 2026
Wipfli Partners with The Caddie Network
Wipfli and The Caddie Network will bring to life the connection between elite caddies and trusted advisors.
September 16, 2019
2019 Review of eFileCabinet Document Management
eFileCabinet is a document management solution well-suited for accounting firms of any size, with the application also suitable for a variety of business types including legal, healthcare, and property management. eFileCabinet offers both online/cloud ...
September 16, 2019
2019 Review of Drake Documents
Drake Documents is part of Drake Tax, and is well suited for small to mid-sized accounting firms that currently use other Drake Software applications. Drake Documents is included in Drake Tax and is not offered as a separate document management ...
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September 16, 2019
2019 Review of PSIsafe
PSIsafe uses a variety of methods to store documents, including repositories and cabinets. Repositories in PSIsafe are typically categorized by department or by group and can be completely customized by users. Once a repository is created, users can ...
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September 16, 2019
2019 Review of CCH Axcess Document
CCH Axcess Document Wolters Kluwer https://taxna.wolterskluwer.com/ From the 2019 reviews of Document Management and Storage systems for accounting firms. CCH Axcess Document from Wolters Kluwer is well suited for accounting firms of any size. While users will experience increased functionality when CCH Axcess Document is used with other CCH Axcess applications, the product can also...…
September 16, 2019
2019 Review of iChannel
iChannel from Conarc is best suited for larger businesses that have complex document storage and management needs, including accounting and legal firms, contracting companies, and commercial real estate companies. iChannel offers various deployment ...
September 16, 2019
2019 Review of Onvio Firm Management – Documents
Designed for accounting firms of any size, Onvio Firm Management - Documents is part of Onvio Firm Management from Thomson Reuters. Along with document management, Onvio Firm Management also offers complete time and ...
September 16, 2019
2019 Review of Doc.It Suite
Doc.It Suite is a powerful, scalable document management and storage application designed for accountants, and well suited for accounting firms of any size. Doc.It Suite includes a client portal, workflow tools, work binders, and a PDF editor. Doc.It ...
September 16, 2019
2019 Review of GoFileRoom
Specifically designed for accounting and tax professionals, GoFileRoom offers a variety of add-on modules designed to increase product functionality including FirmFlow, ScanFlow, TaxSort, and RecordsFlow.
September 16, 2019
2019 Review of CCH ProSystem fx Document
CCH ProSystem fx Document www.cchgroup.com From the 2019 reviews of Document Management and Storage systems for accounting firms. CCH ProSystem fx Document from Wolters Kluwer is well suited for accounting firms of any size. The product is designed to be used with other CCH applications, though it can also be used as a stand-alone document...…
September 16, 2019
2019 Review of FileCabinet CS
FileCabinet CS uses an intuitive folder structure and includes a default folder structure which can be used immediately. Templates are also available to use for an individual client or across the board. A global filing structure can also be created in ...
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September 16, 2019
CohnReznick Foundation’s 28th Annual Gold Invitational Raises $150,000 for Charities
Longtime supporter Capital One Commercial Banking returned as this year’s presenting sponsor of the annual outing, which hosted more than 100 golfers and special guests. Quattuor Capital Partners of Raymond James also provided major funding for the ...
September 13, 2019
Perpetual Accounting: The Future of the Profession
In a world where consumers expect convenience at the tap of their finger and efficiency is the order of the day, a new kind of accounting is beginning to take shape. Instead of completing tasks through individual, discrete customer interactions ...