Firm Management

December 14, 2018 

iChannelConarcwww.conarc.com From the 2018 reviews of Document Management and Documents Storage Systems for accounting firms. iChannel from Conarc is well suited for a variety of businesses including accounting and legal firms, construction companies, contractors, and commercial real estate. iChannel is a robust document management application that can be installed onsite on a desktop or server, or...…

Mary Girsch-Bock

December 14, 2018 

Onvio DocumentsThomson Reutershttps://tax.thomsonreuters.com/onvio/documents/ From the 2018 reviews of Document Management and Documents Storage Systems for accounting firms. Onvio Documents is part of Onvio Firm Management from Thomson Reuters. Onvio Firm Management includes document management, time and billing, and online client collaboration capability. Completely cloud-based, Onvio also offers seamless integration with UltraTax CS. Well-suited for firms of...…

Mary Girsch-Bock

December 14, 2018 

AccountantsWorld Cloud CabinetAccountantsWorldwww.accountantsworld.com From the 2018 reviews of Document Management and Documents Storage Systems for accounting firms. Cloud Cabinet from AccountantsWorld, offers solid document management and storage capabilities, as well as a robust client portal, where accountants can share confidential information with clients. Ideal for accounting professionals that are already using other AccountantsWorld applications, Cloud Cabinet...…

Mary Girsch-Bock

December 14, 2018 

eFileCabinet Document Managementwww.efilecabinet.com From the 2018 reviews of Document Management and Documents Storage Systems for accounting firms. eFileCabinet is a powerful document management solution that is well-suited for accounting firms of any size, though the product can also be used in a variety of office settings, including real estate, property management, law offices, and health care....…

Mary Girsch-Bock

December 14, 2018 

SmartVault Document StorageSmartVaultwww.smartvault.com From the 2018 reviews of Document Management and Documents Storage Systems for accounting firms. SmartVault Document Storage is a good fit for mid-sized accounting firms and other businesses that have large quantities of documents they wish to store online. In addition to document storage, a branded client portal is available, and the Team...…

Mary Girsch-Bock

December 14, 2018 

GoFileRoomThomson Reuterswww.gofileroom.com From the 2018 reviews of Document Management and Documents Storage Systems for accounting firms. GoFileRoom from Thomson Reuters is part of the CS Professional Suite. GoFileRoom is best suited for larger accounting firms that are currently using or plan to use other CS Professional Suite products. GoFileRoom is completely cloud-based, making it easy for...…

Mary Girsch-Bock

December 14, 2018 

Doc.It Suitewww.Doc-It.com From the 2018 reviews of Document Management and Documents Storage Systems for accounting firms. Doc.It Suite is a powerful, scalable document management and storage product that also includes a full suite of additional tools and resources designed for accounting firms, including a web portal, workflow tools, work binders, and a PDF editor. Doc.It offers...…

Mary Girsch-Bock

December 14, 2018 

Thomson Reuters FileCabinet CSwww.csthomasonreuters.com From the 2018 reviews of Document Management and Documents Storage Systems for accounting firms. FileCabinet CS is a document storage application from Thomson Reuters. Well suited for firms of just about any size, FileCabinet CS can be used as a stand-alone application, but offers greater functionality when used with other Thomson Reuters...…

Mary Girsch-Bock

December 14, 2018 

Time-consuming administrative tasks like staffing, daily planning, and payment collection can slow a daycare down and, at times, even grind the operation to a halt. Keeping physical records is likely the norm for no other reason than that it is how ...

December 14, 2018 

You’ve probably made a New Year’s resolution a time or two in your life, and, because you are an accountant, you might even have the mindset required to follow through and get your resolution(s) accomplished. But sometimes the list of life changes we ...

Gail Perry

December 13, 2018 

This month’s Apps We Love takes us into the holiday season with favorite apps that focus on food and drink. We surveyed members of the CPA Practice Advisor community along with scouring the Internet to learn which apps you can rely on to keep the ...

Gail Perry

December 11, 2018 

Sage surveyed 3,000 accountants from across the globe to hear first-hand how the accounting landscape is changing. Based on these survey results, the Practice of Now report analyzes the findings and discusses key topics raised. It provides advice on how to keep pace and thrive with shifts in the accounting profession. See what your peers...…