Firm Management

August 11, 2014 

When I think of August, I think of lazy hot summer days that last from whenever my friends and I wake up to when the streetlights come on ­- the sign to end summer play and return home for the night. I'm glad I have a head full of sweet summer memories from my childhood…

Gail Perry

August 8, 2014 

A weekly roundup of professionals in the tax and accounting profession that have changed jobs and/or been promoted.

August 8, 2014 

eFileCabinet is a mature, flexible general document management system (DMS) which was introduced to the market in 2001. Since that time the solution has been used by accounting professionals and others who need a flexible system for indexing and retrieving documents.

Brian Tankersley

August 8, 2014 

A graduate student at Utah State University has been awarded the Beta Alpha Psi Medal of Inspiration Award.

Isaac M. O'Bannon

August 8, 2014 

Conarc’s iChannel is a comprehensive document management system which is designed to cut across multiple areas of an organization. The application provides functions for customer relationship management (CRM), client portals, document management, and workflow management. The application is targeted at firms of 25 or more, and is designed to work in a complex, multi-site technology…

Brian Tankersley

August 8, 2014 

Document is the name of the CCH application which is used to store, retrieve, and publish information within an accounting firm. There are three versions of the product...

Brian Tankersley

August 8, 2014 

Cabinet SAFE CLOUD is a flexible document management system which was originally designed with accountants and tax professionals in mind. The product is still used and sold to clients by many accounting firms and value added resellers, but the company has expanded its vertical industry support to include law firms, financial services, manufacturing, and health…

Brian Tankersley

August 8, 2014 

Drake Document Manager (DDM) is the document storage tool which is integrated into the Drake Tax Suite. The application is designed to provide basic document filing and retrieval capabilities from within the Drake Tax application, and has some integration with the other parts of the Drake Tax suite of solutions. Users can access the application’s…

Brian Tankersley

August 8, 2014 

Practice Management Workspace by Office Tools Professional is an integrated application for document storage, workflow tracking, practice management, and client appointment management. The product’s user interface has been redesigned for 2013, and now offers e-mail synchronization with Microsoft Outlook 2007, 2010 and 2013. Documents can be added to the application by dragging and dropping the…

Brian Tankersley

August 8, 2014 

The Doc.It Suite is a comprehensive document management solution for small to mid-sized firms. This solution is based on the concept of “binders”, which are reminiscent of the paper notebooks used to file engagement documentation. The Company’s software is designed to manage data associated with pending and active projects using the Work Binder module.

Brian Tankersley

August 8, 2014 

Cloud Cabinet is the integrated document storage service in the AccountantsWorld Power Practice System. The application is completely cloud-based, and the application is hosted from multiple secure Amazon data centers in the US. AccountantsWorld was founded by the Bhansali family, which has a long history of creating on-premises and cloud-based solutions for accounting professionals. Cloud…

Brian Tankersley

August 8, 2014 

FileCabinet CS by Thomson Reuters is the document storage application associated with the Thomson Reuters CS Professional Suite of applications for professional accounting firms.

Brian Tankersley