Brian Tankersley
Brian Tankersley is a technology contributor for CPA Practice Advisor, and is a frequent speaker at national continuing education courses on auditing and technology, as well as a consultant, coach and instructor for K2 Enterprises.
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Thomson Reuters — Source Document Processing
Intuit, Inc. — Tax Import for Lacerte & ProSeries
SurePrep — 1040SCAN PRO, 1040SCAN Organize
Technology
Copanion Inc. — GruntWorx Populate
Technology
Peachtree 2012: New Tools You Should Know About
Strategic Performance Management with Sage Peachtree Business Intelligence
Thomson Reuters — Checkpoint
Firm Management
2014 Review of eFileCabinet
eFileCabinet is a mature, flexible general document management system (DMS) which was introduced to the market in 2001. Since that time the solution has been used by accounting professionals and others who need a flexible system for indexing and retrieving documents.
Firm Management
2014 Review of iChannel by Conarc
Conarc’s iChannel is a comprehensive document management system which is designed to cut across multiple areas of an organization. The application provides functions for customer relationship management (CRM), client portals, document management, and workflow management. The application is targeted at firms of 25 or more, and is designed to work in a complex, multi-site technology environment.
Firm Management
2014 Review of CCH Axcess Document & ProSystem fx Document
Document is the name of the CCH application which is used to store, retrieve, and publish information within an accounting firm. There are three versions of the product...
Firm Management
2014 Review of Cabinet SAFE CLOUD
Cabinet SAFE CLOUD is a flexible document management system which was originally designed with accountants and tax professionals in mind. The product is still used and sold to clients by many accounting firms and value added resellers, but the company has expanded its vertical industry support to include law firms, financial services, manufacturing, and health care.