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2012 Review of Office Tools Professional — Practice Management 2012
Office Tools Professional — Practice Management 2012661-951-9200www.officetoolspro.com Best Firm Fit Office Tools Professional (OTP) Practice Management 2012 is best suited for small and mid-sized firms who want to have a single point of entry to manage all of their client interactions, correspondence and files. This system has been deployed in in firms from 2-80 […]
2012 Review of Intuit — Lacerte & ProSeries DMS
Intuit — Lacerte & ProSeries DMS800-765-7777Lacerte.intuit.com, Proseries.intuit.com Best Firm Fit: The primary value of these two document storage systems is based in their direct integration with the ProSeries and Lacerte tax preparation software applications. If you’re a tax practitioner using either of these programs, or are considering a switch to them, the integrated DMS […]
2012 Review of eFileCabinet, Inc. — eFileCabinet Online
eFileCabinet, Inc. — eFileCabinet Online877-574-5505www.efilecabinet.com Best Firm FiteFileCabinet (EFC) offers a complete document storage solution that has substantial flexibility in how you configure the metadata model for organizing your file storage. As a result, EFC has been deployed in a variety of business types, including accounting and tax practices. The system has been on the […]
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Technology’s Trivial Pursuits
Column: The Bleeding Edge.
2012 Review of CCH Small Firm Services — PaperlessPLUS
CCH Small Firm Services — PaperlessPLUS800-375-9542www.cchsfs.com From the June 2012 review of Document Storage Systems Best Firm FitPaperlessPLUS is a document storage system that integrates with the ATX and TaxWise tax preparation, Client Accounting Suite and Fixed Asset software from CCH Small Firm Services (SFS). While the system includes certain features only available to current […]
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Payroll Apps: A Win-Win-Win for Your Firm, Your Clients and Their Employees
As advanced and streamlined online payroll systems have allowed accountants to bring payroll back as a profitable service in their firms, many of the leading providers of those payroll programs have started offering mobile apps for smart phones that allow users to quickly process payrolls.
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Rising to the Challenge: A CPA at His Peak
A Productivity in Practice feature.
2012 Review of RedGear Technologies — ArkWorks
RedGear Technologies — ArkWorks800-230-2322www.taxworks.com Best Firm Fit ArkWorks is a very basic document storage system that helps you organize and search for files in a more user friendly format as compared to Windows Explorer. The only application it integrates directly with is the TaxWorks tax preparation software. The best fit is for firms that […]