Firm Management
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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Document Storage Solutions are one of several types of applications which accounting professionals may use in a firm to store, organize, search, and retrieve their digital documents.
Firm Management
Want Better Service from Technology Vendors? Work With Your Account Rep.
Over my 20 year career, I’ve spent an eternity in queues for tech support from a variety of companies. As I write this, I’ve been on hold for 80 minutes during business hours on a weekday to speak to a human about an issue. Dealing with hardware and software support is a hidden cost of doing business in every organization.
Firm Management
2013 Review of Personable Document Management Suite
Firm Management
2013 Review of Intuit Lacerte DMS and Intuit ProSeries DMS
Firm Management
2013 Review of Drake Document Manager
Firm Management
2013 Review of SmartVault
Firm Management
2013 Review of Thomson Reuters File Cabinet CS
Firm Management
2013 Review of Office Tools Professional Practice Management 2013
Firm Management
2013 Review of AccountantsWorld CyberCabinet
Sales Tax
2013 Review of Thomson Reuters ONESOURCE Indirect Tax Global Software Suite
Sales Tax
2013 Review of CFS Tax Software, Inc. — CA & NY Sales Tax Preparer
Advisory