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Mary Girsch-Bock

Contributing Writer

mary.girschbock@cpapracticeadvisor.com

Mary grew up in Chicago, graduating from the University of Illinois-Chicago. She began her career as accountant and later made the switch to writing full time, concentrating on business and technology, with a focus on small business. A former QuickBooks beta tester, Mary’s work has appeared in The Motley Fool, The Blueprint, and Property Manager.com. She currently writes a monthly accounting and technology-related blog for PLANERGY, and ghostwrites several blogs for various software companies.

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Integer

Firm Management

2015 Review of Tenenz AFSB - Accounting and Financial Site Builder

Accounting and Financial Site Builder (AFSB) from Tenenz has been offering easy to create website creation capability for accounting firms since 2000.New users can opt to use their own domain, or AFSB can handle domain registration and renewals. Users can

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Firm Management

2015 Reviews of Website Builders for Accounting Firms

In today’s electronic world, a website is a no longer considered a luxury, but is now a necessity for just about every business, including accounting firms. But it’s not enough to simply have a web presence. In order to stay competitive, a firm’s ...

Doc

Firm Management

2015 Review of Doc.It Suite

Cloud-enabled, Doc.It offers a comprehensive suite of features designed to manage data, documents, projects and workflow. The product offers three different versions, including On-Premise Cloud, designed for those with a dedicated IT staff.

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Firm Management

2015 Review of SmartVault

SmartVault offers users both document management capabilities, as well as a portal for sharing files. What makes SmartVault different from similar products is the built-in interface to QuickBooks, QuickBooks Online, and Microsoft Outlook.

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Firm Management

2015 Review of eFileCabinet

eFileCabinet offers a long list of product tools including the ability to backup files to the cloud while still using the on-premise version. Users can easily check-in and check-out documents as needed, and the product offers version control, so users ...

DrakeSoftware_standard

Firm Management

2015 Review of Drake Software - Drake Document Manager

Drake Document Management is a full-function document organization and storage tool that is included in the Drake Unlimited suite of applications. Drake Document Management fully integrates will Drake Software products. Users can choose to use Drake ...

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Firm Management

2015 Review of GoFileRoom

Designed for accounting and tax professionals, GoFileRoom is built to be used exclusively with the Internet Explorer web browser. Cloud-based, GoFileRoom offers solid document management capabilities, along with additional modules that support ...

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Firm Management

2015 Review of Conarc iChannel

iChannel is a web based document management solution suitable for mid-to large size businesses. Originally designed for CPA firms, iChannel is well-suited to a variety of industries including legal, real estate, healthcare, and even schools and nonprofits

Firm Management

2015 Review of Thomson Reuters FileCabinet CS

FileCabinet CS from Thomson Reuters is the document storage application that is included in Thomas Reuters CS Professional Suite of applications. Available in two versions, the base version is ideal for smaller firms, while a Microsoft SQL version is ...

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Firm Management

2015 Review of Office Tools Pro - Practice Management Workspace

Completely revamped in 2013, the product offers a newly designed user interface designed to make system navigation easier. The product also syncs with Microsoft Office 2007, 2010, and 2013, making it easy to manage email documents as well.

Firm Management

2015 Review of Cabinet SAFE Cloud

Originally designed for accounting firms, Cabinet SAFE Cloud is designed to provide flexible, robust document management capability with documents stored safely in the cloud. Cabinet SAFE is also available for those that need an on-premise product ...

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Firm Management

2015 Review of CCH Axcess Document and ProSystem fx Document

CCH Axcess Document and CCH ProSystem fx Document are the two document management products offered by Wolters Kluwer Tax & Accounting US. CCH ProSystem fx Document offers the on premise version of the product, while CCH Axcess Document is deployed in ...