CCH® ProSystem fx® Document

CCH® ProSystem fx® Document is a complete document management solution built specifically for accountants in public practice.

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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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GoFileRoom

GoFileRoom combines comprehensive document management, scanning, and workflow technologies to efficiently manage, secure, and streamline the workflow process.

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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. 

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Sharefile

Sharefile provides a number of services for file back and collaboration. 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.

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SAP Concur

SAP Concur offers a number of electronic services as a SaaS or Cloud based solution for Expense and Travel tracking.

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XCM® Solutions

XCM® Solutions 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 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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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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PairSoft

PairSoft is a complete document management, electronic workflow and invoice automation solution, for Microsoft Dynamics and Blackbaud. PairSoft’s features include procurement, AP automation, fundraising automation, and document management solutions.

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