Brian Tankersley

The Doc.It Suite is a comprehensive document management solution for small to mid-sized firms. This solution is based on the concept of “binders”, which are reminiscent of the paper notebooks used to file engagement documentation. The Company’s software is designed to manage data associated with pending and active projects using the Work Binder module.

Cloud Cabinet is the integrated document storage service in the AccountantsWorld Power Practice System. The application is completely cloud-based, and the application is hosted from multiple secure Amazon data centers in the US. AccountantsWorld was founded by the Bhansali family, which has a long history of creating on-premises and cloud-based solutions for accounting professionals. Cloud Cabinet is designed for use by accountants and their clients to store, index, share, and archive documents in real time from anywhere. Cloud Cabinet has a new user interface which is cleaner, and seems to load and preview documents faster than the version which was reviewed in 2013. The user interface is logical, and we were able to find all major functions without having to refer to any documentation.

FileCabinet CS by Thomson Reuters is the document storage application associated with the Thomson Reuters CS Professional Suite of applications for professional accounting firms.

GoFileRoom is a web-based document management system designed to be used primarily from within the Internet Explorer web browser. The software has traditional features like version control, check-in and check-out, and supports bar-code scanning to help streamline document organization. Workflow and document routing are available using the integrated FirmFlow workflow engine, and documents can be routed to clients using the ClientFlow feature within the optional NetClient CS portals.

The last 18 months have been a period of significant change for the document management systems of many accounting professionals and their firms.

Selecting a small business accounting package is, in some ways, like purchasing a piece of home exercise equipment. The solution needs to meet your needs, be easy to use, should fit within your budget, and should be pleasant enough to use that the client will actually keep their books after the first week or two.

Sales and use tax is a key source of government funding in most states. Unlike property tax and state income tax, however, the legislators and regulators have adopted a patchwork of different rules which affect the taxability of the items. In addition to dealing with statewide tax rates in 45 states, 38 states levy sales taxes based on the borders of cities, counties, and special districts.

In addition to its publishing products, Bloomberg BNA offers two software tools which are designed to help companies and practitioners stay up to date on tax rates and prepare accurate forms.

CCH’s sales tax compliance applications are priced based on a range of factors, including the number of entities, the number of returns, and the features purchased. Specific pricing is available upon request.

Avalara is a company that specializes in creating end-to-end solutions for helping organizations of all sizes comply with transaction-based taxes like sales and use tax, value added tax (VAT), and Canada’s GST/HST in over 100 countries, including thousands of state and local special tax districts within these countries.