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.
August 14, 2015
2015 Review of GetNetSet Websites for Accounting Firms
GetSetNet (GNS) offers websites designed specifically for accounting firms. GNS offers a somewhat unique approach to website building, assigning each new user what is called a Guardian Webmaster – a GNS employee that handles all website ...
August 14, 2015
2015 Review of CPA Site Solutions
CPA Site Solutions has plenty of experience providing professionally designed websites that are geared towards accounting professionals. CPA Site Solutions is available in three versions; Silver, Gold, and Platinum. There are no set-up or design fees ...
August 14, 2015
2015 Review of AccountantsWorld Website Relief
Accountants World Website Relief is best suited to those currently utilizing Accountants World Power Practice Suite of Applications, though the product can be used as a stand-alone system as well.
August 14, 2015
2015 Review of Tenenz AFSB – Accounting and Financial Site Builder
Accounting and Financial Site Builder (AFSB) from Tenenz has been offering easy to create website creation capability for accounting firms since 2000.New users can opt to use their own domain, or AFSB can handle domain registration and renewals. Users can
August 14, 2015
2015 Reviews of Website Builders for Accounting Firms
In today’s electronic world, a website is a no longer considered a luxury, but is now a necessity for just about every business, including accounting firms. But it’s not enough to simply have a web presence. In order to stay competitive, a firm’s ...
August 14, 2015
2015 Review of Doc.It Suite
Cloud-enabled, Doc.It offers a comprehensive suite of features designed to manage data, documents, projects and workflow. The product offers three different versions, including On-Premise Cloud, designed for those with a dedicated IT staff.
August 14, 2015
2015 Review of SmartVault
SmartVault offers users both document management capabilities, as well as a portal for sharing files. What makes SmartVault different from similar products is the built-in interface to QuickBooks, QuickBooks Online, and Microsoft Outlook.
August 14, 2015
2015 Review of eFileCabinet
eFileCabinet offers a long list of product tools including the ability to backup files to the cloud while still using the on-premise version. Users can easily check-in and check-out documents as needed, and the product offers version control, so users ...
August 14, 2015
2015 Review of Drake Software – Drake Document Manager
Drake Document Management is a full-function document organization and storage tool that is included in the Drake Unlimited suite of applications. Drake Document Management fully integrates will Drake Software products. Users can choose to use Drake ...
August 14, 2015
2015 Review of GoFileRoom
Designed for accounting and tax professionals, GoFileRoom is built to be used exclusively with the Internet Explorer web browser. Cloud-based, GoFileRoom offers solid document management capabilities, along with additional modules that support ...
August 14, 2015
2015 Review of Conarc iChannel
iChannel is a web based document management solution suitable for mid-to large size businesses. Originally designed for CPA firms, iChannel is well-suited to a variety of industries including legal, real estate, healthcare, and even schools and nonprofits
August 14, 2015
2015 Review of Thomson Reuters FileCabinet CS
FileCabinet CS from Thomson Reuters is the document storage application that is included in Thomas Reuters CS Professional Suite of applications. Available in two versions, the base version is ideal for smaller firms, while a Microsoft SQL version is ...