Firm Management
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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 […]
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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 ...
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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 ...
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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 ...
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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.
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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 […]
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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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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 ...