Firm Management
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2014 Review of SmartVault Document Storage
Overview SmartVault is an interesting hybrid between a file sharing portal and a document storage system. The product is a file storage platform similar to other products reviewed, but includes add-ins and interfaces to Outlook, QuickBooks, and QuickBooks Online so that documents can be categorized and stored in a virtual archive. Data is stored in […]
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2014 Review of Document Storage and Document Management Systems
The last 18 months have been a period of significant change for the document management systems of many accounting professionals and their firms.
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2014 Review of AccountantsWorld Website Relief
AccountantsWorld (AW) offers a bundled suite of cloud-based applications to run an accounting practice via the cloud. The suite, called the Power Practice System, consists of bookkeeping, write-up, trial balance, document management, after-the-fact-payroll and the website builder reviewed here.
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2014 Review of Tenenz Accounting and Financial Site Builder
Accounting and Financial Site Builder (AFSB) has been providing websites for accounting and tax practices since 2000. It is part of Tenenz, Inc., which has focused on providing marketing materials and accounting supplies to the industry for over 40 years.
2014 Review of CCH Site Builder
CCH Site Builder has been around for quite a while and is a very mature tool. The depth of resources that Wolters Kluwer, CCH brings to the table provides the confidence that they will be there for the long run and will continue to invest in improving this practical tool. Between the pre-designed web page templates and the web site customization services offered by Wolters Kluwer, CCH, you can design a web site that can be as comprehensive as you want.
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2014 Review of CPA Site Solutions
CPA Site Solutions claims to be the largest provider of websites for accountants with over 7,000 firms using the platform. The company was founded in 1999 to help accountants take advantage of the internet. They believe so strongly in the service that they will setup your website and email accounts and give you two months to work with it and if you’re not happy with the results you owe nothing.
2014 Review of Thomson Reuters Web Builder CS
Web Builder CS is part of one of the most comprehensive suites of cloud based applications to run your tax or accounting practice with. The Thomson Reuters CS Professional Suite consists of 16 integrated applications including tax preparation, payroll processing, client accounting, document management and more.
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2014 Review of GetNetSet Websites for Accounting Firms
GetNetSet, LLC (GNS) specializes in providing web sites for accounting and tax firms. Unlike many of the other solutions reviewed, GNS does not directly integrate with tax and accounting software. While that may sound like a negative, it actually can be a positive attribute in that they have built their system generically to work with other systems. GNS offers a very comprehensive website development feature set.