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.
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Pro Systems fx DocumentCCH Document is a complete document management solution built specifically for accountants in public practice. |
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FileCabinet CSFileCabinet 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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GoFileRoomGoFileRoom 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 ItAICPA 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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SharefileSharefile 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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ConcurConcur offers a number of electronic services as a SaaS or Cloud based solution for Expense and Travel tracking. |
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XCM Workflow ManagementXCM 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 ScannersFujitsu 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. |
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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. |
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SmartVaultSmartVault 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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PaperSavePaperSave 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:
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