Technology

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 […]

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 […]

  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 […]

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, […]

A weekly roundup of professionals in the tax and accounting profession that have changed jobs and/or been promoted.

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 […]

MuleSoft, provider of application integration platforms, and Avalara have partnered together to create a new cloud integration application called Avalara iApp4Tax.

CCH, a Wolters Kluwer Business – ProSystem fx Document800-739-9998www.CCHGroup.com Strengths: Integration with suite of ProSystem fx applications True web based SaaS model for scalability and simplified deployment and upgrade maintenance Maturity of ProSystem fx Scan with PDFlyer application to streamline 1040 document organization and document annotation Common client database eliminates redundant client setup across all […]