Firm Management December 23, 2024
Does Your Firm Have a Data Strategy?
Data is at the core of incorporating AI and automation into your firm’s workflows. Without a deliberate data strategy, these initiatives can fall short.
February 26, 2019
Treeno Software — Treeno Content Server
3926 characters 800-528-5005 treenosoftware.com Treeno Software is another new entrant to our DMS reviews this year with its Treeno Content Server. My first impression is positive. I like the fact that it is offered as a web-hosted or on-premise solution and that it is browser-based. Treeno Software is a relatively small company with a staff...…
February 26, 2019
Development Efforts Help Move the Ball Down the Field
Document Management Systems Review (For Your Firm) — 3325 char. It’s that time of year again where you put down your workpaper files and pick up the latest edition of The CPA Technology Advisor (CPATA) to learn about how you can move your firm forward with technology. To help make your summer reading worthwhile, we...…
February 26, 2019
Xerox Corporation — Xerox DocuShare
4221 characters 800-735-7749 www.docushare.xerox.com DocuShare is new to our DMS reviews this year. Xerox has developed this as a horizontal application to work in many different types of organizations. The focus is on small to mid-size businesses, although DocuShare also scales to accommodate larger organizations. It is a completely browser-based application developed in Java, which...…
February 26, 2019
WennSoft Job Cost Software
8381 characters 262-317-3700 www.wennsoft.com WennSoft was founded in 1995 and offers enterprise-level software solutions to the construction trades, including builders, equipment managers and operators, and service contractors. Built on Microsoft Dynamics GP, WennSoft is a powerful industry-specific tool that is surprisingly easy to use. Basic System Functions WennSoft contains a drop-down menu at the top...…
February 26, 2019
Cougar Mountain Software — CMS Professional 2010 Accounting: Job Cost Software
6803 characters 800-388-3038 www.cougarmtn.com CMS Professional is celebrating over thirteen years on the market. The first Windows-based product offered by parent company Cougar Mountain Software, CMS Professional offers several specialty-based products, including its popular Job Cost software. Marketed as an add-on product to the CMS Professional lineup, it integrates into the CMS Professional and Point-of-sale...…
February 26, 2019
A-Systems Corporation — A-Systems JobView
8624 characters 800-365-6790 www.a-systems.net A-Systems JobView is an industry-specific product designed for construction companies and contractors of all sizes. Available in three distinct versions, JobView offers an easy-to-implement, easy-to-navigate system that does the job often purported by much more expensive products. Basic System Functions A-Systems JobView offers users a minimalist approach on the user interface....…
February 26, 2019
Market Booming for Construction/Contractor Accounting & Management Systems
2736 characters As more people are creating more service-related businesses, the software industry has been scrambling to keep up with the growth. And small service businesses (equipment rentals, HVAC and home builders) continue to see growth. This growth has produced more demand for software that suits the needs of these specialized business types. As...…
February 26, 2019
Radiant Systems — CounterPoint Retail Management Software
6667 800-852-5852 www.counterpointpos.com CounterPoint SQL from Radiant Systems is a comprehensive retail management system designed for businesses of all sizes. Best suited for the small to mid-sized , multi-location retailer, this system is built on SQL technology and is conveniently available in a smaller Express version for single-location retailers. BASIC SYSTEM FUNCTIONS CounterPoint offers a...…
February 26, 2019
Intuit Inc. — QuickBooks Point of Sale
6303 866-379-6636 www.quickbooks.com Like all QuickBooks products, QuickBooks POS provides small business owners a solid product for a reasonable price. QuickBooks POS offers many of the features found in more sophisticated programs, along with solid reporting. Currently, there are four versions of the retail/point-of-sale product available: Cash Register Plus, Basic, Pro and Pro Multi-Store. Each...…
February 26, 2019
Effective Asset Management Requires More Than Simple Spreadsheets
From the November 2010 Issue The software needs of the nonprofit organization are vastly different from those implemented by standard organizations. Many nonprofits are funded solely by grants, which require detailed tracking and accountability for every dollar spent. As well, those active in fundraising need a way to record donations, provide receipts and track donors...…
February 26, 2019
Addsum Business Software Inc. — Advanced Accounting
6142 800-648-6258 www.addsuminc.com Advanced Accounting offers a complete accounting suite along with an inclusive POS module. Built to be scalable, Advanced Accounting is suitable for single-user boutiques as well as stores with hundreds of users. The system is not designed for high-volume transaction processing, making it ideal for small to mid-sized retailers. BASIC SYSTEM FUNCTIONS...…
February 26, 2019
Modern POS Systems Key in on CRM Capabilities
4370 The cash register, a staple in the retail industry for years, has increasingly disappeared from the counters of stores nationwide. In its place, you’ll frequently find a variety of tools that resemble a cash register but offer a much wider array of features, such as a touch-screen terminal, product scanners for quick product processing,...…