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2012 Review of NetDocuments
NetDocuments – NetDocuments 2012866-638-2627www.netdocuments.com Best Firm Fit: NetDocuments will work best in firms that have offer niche services beyond traditional audit and tax services because of the lack of pre-built integration with tax and accounting applications. NetDocuments’ primary market focus is law firms and financial advisory firms. The system offers a great deal of flexibility […]
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Thinking Local, Working Global
In real estate, one of the main mantras is, “location, location, location.” With remote technologies allowing greater communication between accounting professionals and their clients, the physical location is gradually becoming less important, at least for some practice models.
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2012 Who’s Who Among Those Serving the Tax & Accounting Profession
The success of your firm depends on so many factors, but none are more important than your dedication to your clients and your professional knowledge. Almost everything else is logistics and workflow: How you get your work done; How you provide finished products for your clients; How you collaborate with staff and clients; and How […]
2012 Review of Treeno Document Management 4.0
Treeno Software, Inc. – Treeno Document Management 4.0 800-528-5005 www.treenosoftware.com Best Firm Fit Treeno is a good fit for small to mid-size firms that don’t want to deal with all of the technology issues and capital investments by leveraging the SaaS option. If your practice uses software from a variety of vendors, then the […]
2012 Review of Doc.It Suite 3.4
Doc.It, Inc. – Doc.It Suite 3.4 888-693-6248 www.doc-it.com Best Firm Fit Doc.It has identified firms with twenty to a few hundred staff. However, they are looking forward to focusing on firms in the five to fifteen category. Due to the modular design of Doc.It , the system can be effectively deployed over a […]
2012 Review of iChannel by Conarc
Conarc, Inc. – iChannel by Conarc 770-849-0508 x116 www.conarc.com Best Firm Fit: The value of iChannel increases with the size of the firm as a result of all of the functionality that enables it to be used across the entire enterprise. The system is designed to be deployed in many different types of industries, […]
Professionals on the Move – March 30, 2012
A weekly roundup of professionals in the tax and accounting profession that have changed jobs and/or been promoted.
2012 Review of Thomson Reuters – GoFileRoom
Thomson Reuters – GoFileRoom800-968-8900CS.ThomsonReuters.com Strengths: 100% browser based SaaS solution Integrated FirmFlow workflow application Integrated TaxSort 1040 document recognition software Flexible metadata configuration Profiles for pre-assigning meta data values by document type with drag and drop Potential Limitations: Only available as a cloud based SaaS solution Best Firm Fit: GoFileRoom is a good fit for […]