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What Does Pickleball Have to Do with ChatGPT and Accounting?
Tax Pros Now Required to Use Multi-Factor Authentication to Protect Client Data
Taxpayers Claimed $8 Billion in Inflation Reduction Act Tax Credits for Clean Energy and Efficient Home Improvements
Mortgage Rates Drop to 6.55 Percent; Biggest Drop in 2 Years
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.
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.
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 ...
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 ...
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 ...
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
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 ...
2015 Review of Office Tools Pro – Practice Management Workspace
Completely revamped in 2013, the product offers a newly designed user interface designed to make system navigation easier. The product also syncs with Microsoft Office 2007, 2010, and 2013, making it easy to manage email documents as well.