Software Reviews

Totally Paperless is a K2 Enterprises sponsored site intended to augment our educational seminars with an independent review of todays leading enterprise content management solutions for a paperless office.

Contact us if you have questions or need help with content management solutions.

CCH-ProSystems fx
Pro Systems fx Document

CCH Document is a complete document management solution built specifically for accountants in public practice.
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thomson-reuters
FileCabinet CS

FileCabinet CS is designed for Accountants in public practice with specific emphasis on Tax service, but may be applied to Audit and other client-related files as well.
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thomson-reuters
GoFileRoom

GoFileRoom ES combines comprehensive document management, scanning, and workflow technologies with the power of the Internet to provide firms with a single tool to efficiently manage, secure, and streamline the workflow process.
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Doc It
Doc It

AICPA research has revealed that firms can sharpen their efficiency and improve their bottom line if they refine how they gather, process and deliver client data. These firms, defined in 2012 by the AICPA as “systemized,” work less and earn more. This white paper explores document management at its best with industry thought-leaders M. Darren Root, CPA.CITP, Randy Johnston, Dr. Bob Spencer, and Alan Salmon.
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Read the Press Release >>

sharefile logo
Sharefile

Sharefile provides a number of services for file back and collabration. The ShareFile portal service is a secure fast and very simple method to send and received highly sensitive or large files as opposed to electronic mail attachments. Review in process.
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concur logo
Concur

Concur offers a number of electronic services as a SaaS or Cloud based solution for Expense and Travel tracking.
Read the full review for Concur Breeze >>
Read the full review for Concur Premier >>

XCM Workflow Management
XCM Workflow Management

XCM is a very powerful application that includes features and benefits not found in tracking and/or document management solutions currently marketed to the accounting industry.
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Fujitsu Scanners
Fujitsu Scanners

Fujitsu Computer Products of America, Inc. (FCPA) is an established leader in the document imaging market, featuring state-of-the-art scanning solutions in the workgroup, departmental, and production-level scanner categories.
www.fujitsu.com

CNG - CabinetNG
CNG - Cabinet (Formerly CabinetNG)

Document Management Products that transform the way documents are filed, stored and retrieved. With CNG, document management is part of your work process, not a filing afterthought.
www.cabinetng.com

SmartVault
SmartVault

SmartVault offers many of the features of a conventional document management system, but in a package with a substantially reduced learning curve, virtually no start-up costs and tight integration with QuickBooks.
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PaperSave
PaperSave

PaperSave is a complete document management, electronic workflow and invoice automation solution, for Microsoft Dynamics and Blackbaud. PaperSave's unique integration provides one click access to documents related to the records within Microsoft Dynamics solutions like AX, GP, SL, CRM and Blackbaud solutions like Raiser's Edge, Financial Edge, Educational Edge and Enterprise CRM. PaperSave combines document capture and transaction processing to eliminate multiple steps from your process saving time and money!

Key Benefits include:

  • Eliminate Keystrokes *Faster Monthly Closes
  • Improved Vendor and Customer Relationships
  • Reduce time filing and retrieving documents
  • No more lost or misfiled documents
  • Increased security
  • Automated record retention rules
  • Reclaim office space
  • Enhanced disaster recovery
  • Quick ROI and many more!