Firm Management
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To Text (or Not To Text) Your Clients
In the business communication classes that I teach, I’m often asked how we accountants should respond when clients want to communicate with us via text messaging. Sometimes this question falls directly down generational lines ...
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2019 Review of Document Management and Document Storage Systems
How many times have you or your staff misplaced a document lately? Perhaps you were positive it was on your desk, but you suddenly realize it’s nowhere to be found. If you’re one of the lucky ones, you found the document in question later that day...
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2019 Review of SmartVault Document Storage
SmartVault offers secure online document storage, and is a good fit for businesses and accounting firms of any size. The product is scalable, with plans available for small to enterprise level users. Along with online document storage, SmartVault ...
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2019 Review of OfficeTools WorkSpace
OfficeTools WorkSpace Document Management System (DMS) is part of OfficeTools, a complete suite that combines CRM, project tracking, and time and billing into a single interface. Best suited for small to mid-sized firms that are seeking an ...
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2019 Review of AccountantsWorld Cloud Cabinet
Like all AccountantsWorld applications, Cloud Cabinet is cloud-based, allowing staff to access and store documents from any location. The application supports all file formats including Microsoft Word, Excel, and PowerPoint, TXT files, QuickBooks ...
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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 ...
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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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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 ...