Technology

SmartVault Corporation — SmartVault866-674-6785www.smartvault.com   Best Firm Fit SmartVault (SV) has established itself as a leading online file storage solution for accounting and tax professionals. If your primary objective is to have a secure, online file sharing solution to exchange files back and forth with your clients, SmartVault will serve you well. The system includes […]

Office Tools Professional — Practice Management 2012661-951-9200www.officetoolspro.com   Best Firm Fit Office Tools Professional (OTP) Practice Management 2012 is best suited for small and mid-sized firms who want to have a single point of entry to manage all of their client interactions, correspondence and files. This system has been deployed in in firms from 2-80 […]

Intuit — Lacerte & ProSeries DMS800-765-7777Lacerte.intuit.com, Proseries.intuit.com   Best Firm Fit: The primary value of these two document storage systems is based in their direct integration with the ProSeries and Lacerte tax preparation software applications. If you’re a tax practitioner using either of these programs, or are considering a switch to them, the integrated DMS […]

eFileCabinet, Inc. — eFileCabinet Online877-574-5505www.efilecabinet.com Best Firm FiteFileCabinet (EFC) offers a complete document storage solution that has substantial flexibility in how you configure the metadata model for organizing your file storage. As a result, EFC has been deployed in a variety of business types, including accounting and tax practices. The system has been on the […]

Column: The Bleeding Edge.

CCH Small Firm Services — PaperlessPLUS800-375-9542www.cchsfs.com From the June 2012 review of Document Storage Systems Best Firm FitPaperlessPLUS is a document storage system that integrates with the ATX and TaxWise tax preparation, Client Accounting Suite and Fixed Asset software from CCH Small Firm Services (SFS). While the system includes certain features only available to current […]

As advanced and streamlined online payroll systems have allowed accountants to bring payroll back as a profitable service in their firms, many of the leading providers of those payroll programs have started offering mobile apps for smart phones that allow users to quickly process payrolls.

A Productivity in Practice feature.