Firm Management
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Tax Pros Now Required to Use Multi-Factor Authentication to Protect Client Data
Taxpayers Claimed $8 Billion in Inflation Reduction Act Tax Credits for Clean Energy and Efficient Home Improvements
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2018 Review of iChannel by Conarc
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 […]
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2018 Review of Onvio Documents
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 […]
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2018 Review of AccountantsWorld Cloud Cabinet
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 […]
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2018 Review of eFileCabinet
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. […]
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2018 Review of SmartVault Document Storage
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 […]
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2018 Review of GoFileRoom
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 […]
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2018 Review of Doc.It Suite
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 […]
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2018 Review of FileCabinet CS
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 […]