Firm Management

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 2013 Review of CCH ProSystem fx Portal

March 27, 2013 

2013 Review of CCH ProSystem fx Portal

CCH, a Wolters Kluwer business — CCH ProSystem fx Portal800-PFX-9998CCHGroup.com Best Fit Accounting professionals who need the ability to create, update, and manage up to 2,500 or more client portals in a powerful client interface. The Enterprise version supports unlimited portals. Firms who use the CCH ProSystem fx suite of applications (but not necessarily those...…

 2013 Review of Citrix ShareFile

March 27, 2013 

2013 Review of Citrix ShareFile

Citrix ShareFile800-441-3453www.ShareFileCPA.com Best Fit: Firms who would like a simple and secure tool for storing and exchanging files with clients, staff, and vendors. Strengths Flexible, secure (99.99% uptime), and stable tool with features and plans which can scale to meet the needs of firms of all sizes. Customizable, firm-branded site (yourfirmname.sharefile.com) with colors and fonts...…

 Integrated Portal Options for Client Collaboration

March 27, 2013 

Integrated Portal Options for Client Collaboration

From the April 2013 review of portal systems. Although our review is focused on solutions which are separate from the other applications used by an organization, there are some solutions which offer portals as an integrated add-on feature. We excluded these from our traditional review, but these tools should be considered for those who use...…

Brian Tankersley

 2013 Review of cPaperless, LLC — CPA SafeMail 3.1

March 27, 2013 

2013 Review of cPaperless, LLC — CPA SafeMail 3.1

cPaperless, LLC — CPA SafeMail 3.1800-716-2558 x100www.cPaperless.com From the April 2013 review of client portal systems. Best Fit: Firms who want to use a range of tools to automate the preparation and secure transmission of documents to and from third parties. Firms who want to adopt the CPA SafeSign electronic signature service. Strengths: Outlook add-in...…

 2013 Review of Ziptr Client Portals

March 27, 2013 

2013 Review of Ziptr Client Portals

Ziptr(785) 365-1022www.ziptr.com From the April 2013 review of client portal systems. Best Fit: Ziptr is best suited for individuals and firms who need a standalone product for secure messaging and encrypted file delivery. Strengths A simple to use tool with strong encryption that makes it easy to collaborate on confidential matters with users outside the...…

 2013 Review of Applied Answers, Inc. — FileGenius

March 27, 2013 

2013 Review of Applied Answers, Inc. — FileGenius

Applied Answers, Inc. — FileGenius888-753-2245 x703www.filegenius.com From the April 2013 review of client portal systems. Best Fit: FileGenius BASIC is best for a small organization that needs 10 or fewer employee accounts and 25 or fewer client portals. FileGenius TOTAL offers unlimited employee accounts and client portals, unlimited transactions and more robust management tools. Strengths:...…

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