Firm Management

Drake Document Manager800.890.9500www.DrakeSoftware.com From the July 2013 review of Document Storage systems. Best Firm Fit: Firms who use the Drake Enterprises suite of applications for professional tax, accounting, and bookkeeping firms. Strengths Simple to use and included with the budget-priced Drake suite. Good integration with Drake’s add-on services for customers, including GruntWorx tax document organization […]

SmartVault866-674-6785www.SmartVault.com From the July 2013 Review of Document Storage systems. Best Firm Fit: Accounting professionals and their clients whose practices involve working with the desktop version of QuickBooks or QuickBooks Online, and would like to view images of documents linked to transactions. Strengths Secure and stable (99.9% uptime) document storage and file sharing which scales […]

Thomson Reuters – FileCabinet CS800.968.8900CS.ThomsonReuters.com From the Jully 2013 Review of Document Storage systems. Best Firm Fit FileCabinet CS from Thomson Reuters fits best within tax, accounting, and bookkeeping firms who use other components of the Thomson Reuters CS Professional Suite. Strengths Tight integration with other components of the Thomson Reuters CS Professional Suite of […]

Office Tools Professional Practice Management 2013661-794-2220www.officetoolspro.com From the July 2013 Review of Document Storage systems. Best Firm Fit: Firms with 100 or fewer users who want to combine practice management, document management, workflow management, and CRM capabilities into a single, integrated application. This application is particularly useful for sharing client data within client service teams […]

AccountantsWorld CyberCabinet888.999.1366www.AccountantsWorld.com/CyberCabinet From the July 2013 Review of Document Storage systems. Best Firm Fit: CyberCabinet fits best for tax, accounting, bookkeeping, and payroll firms who use the other components of the AccountantsWorld PowerPractice System for client accounting, payroll, and practice management. As a cloud-based solution, the application also fits very well for “virtual” or multi-location […]

Tennessee’s largest regional accounting and business consulting firm, Lattimore Black Morgan & Cain, PC (LBMC), has announced that Spencer E. Rollins, MBA, CISA, CM has joined as Manager in the firm's Security and Risk Services Practice in the Brentwood (Nashville) office.

NMGI’s position as the premier vendor for IT consulting and services reflected in company’s recently upgraded website

To celebrate 10th anniversary of conference, The Sleeter Group is offering discounted rates for those who register early.