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ThomsonReuters_image

May 1, 2012 

Thomson Reuters Reports Higher Profit, 31% Growth in Tax & Accounting Market

Thomson Reuters Corporation beat analyst expections for the first quarter, with strong sales from its tax and accounting division boosting the higher profit results, according to financial reports released today. The company also affirmed its outlook for the year. The global news and information provider, which also produces software and online technologies for the tax...…

Isaac M. O'Bannon

 Case Study: Doc.IT

April 24, 2012 

Case Study: Doc.IT

Firm ProfileArsement, Redd & Morella, LLC – Lafayette, LAwww.cpa-arm.com Contact – John R. Redd, III, CPA, CVA, Partner The firm operates out of a single office with 6 partners and 32 additional staff members. They are a traditional firm servicing small businesses by providing a “controllership by the hour” approach. A cornerstone of their original...…

 Case Study: Thomson Reuters GoFileRoom

April 24, 2012 

Case Study: Thomson Reuters GoFileRoom

Firm Profile:Wilson Morgan LLP – Irvine, CAwww.wilsonmorgancpas.com Contact – Mark Solone, Tax Manager Wilson Morgan is a traditional CPA firm offering a mix of assurance and tax services. The firm has 11 partners and a total staff of 45 working in a single office location. They are in their sixth year of using GoFileRoom. Other...…

 Case Study: Treeno Document Management

April 24, 2012 

Case Study: Treeno Document Management

      Case Study Firm Profile University Foundations – University of South Carolina, Columbia, SCwww.sc.edu/foundations Contacts – Susan Smith, CPA and Kim Elliott, CPA This organization is a nonprofit foundation providing accounting and financial services support to the entire university. There are currently seven active users of Treeno with plans to expand to the...…

 Case Study: Conarc iChannel Document Management

April 24, 2012 

Case Study: Conarc iChannel Document Management

Firm ProfileWiss & Company, LLPwww.wiss.com Contact – Don Logan, IT Director Click here for the May 2012 Review of iChannel. The firm has four offices in the New York / New Jersey market with 33 partners and an additional 167 staff. Primary client services include tax, audit, business valuation and litigation support. The core software...…

 2012 Review of NetDocuments

April 5, 2012 

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...…

 2012 Review of Treeno Document Management 4.0

April 4, 2012 

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

April 4, 2012 

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...…

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