Today's Technology for Tomorrow's Firm.
Issue link: https://cpapracticeadvisor.epubxp.com/i/116963
Reviews For Your Clients PORTALS cPaperless, LLC ��� CPA SafeMail 3.1 recipient can dow nload over an BEST FIT encrypted channel. ��� Firms who want to use a range of tools to automate the preparation and ��� Common document processing steps like converting Microsof Ofce fles secure transmission of documents to to PDF, embedding watermarks in and from third parties. PDF fles, fle encryption, and e-mail ��� Firms who want to adopt the CPA preparation are handled by an OutSafeSign electronic signature service. look add-in. ��� Large fles can be prepared in Outlook STRENGTHS ��� Out look add-i n a l lows users to and then made available to users over a secure portal. securely transmit small fles via e-mail as embedded attachments in pass- ��� Optional CPA SafeSign electronic word-protected PDF fles. Large fles signature ser vice allows users to can be delivered from within Outlook receive electronically signed forms like engagement letters and some to an included secure portal where the Applied Answers, Inc. ��� FileGenius Read the full review and see expanded ratings for this product online at: www.CPAPracticeAdvisor.com/10892846 routine forms (although not IRS Form per year (e-mail transfer or portal file 8879). transfer), with discounts for multiple users. Outlook add-in requires Microsof POTENTIAL LIMITATIONS Outlook 2007 or 2010, and portal plans ��� Some users may be confused by how include unlimited clients, bandwidth, the e-mail transmission tool embeds data transfer, and storage. Electronic documents to be delivered as items signatures start at $2.25 per document, embedded in a large PDF fle. and volume discounts are available. (A ��� Te Outlook add-in does not support free 30-day trial of the CPA SafeMail the Apple MacOS X platform or any product is available upon request.) mobile devices. 800-716-2558 x100 www.cPaperless.com SUMMARY & PRICING Plans start at $175 per user, per year (e-mail transfer only) or $350 per user, Read the full review and see expanded ratings for this product online at: www.CPAPracticeAdvisor.com/10892827 indicates that its solution is compliant POTENTIAL LIMITATIONS to help with this task). BEST FIT with a range of regulatory require- ��� Tere are no mobile apps or Windows ��� U n l i k e m a n y o f t h e p r o d u c t s FileGenius BASIC is best for a small organization that needs 10 or fewer ments, including HIPAA, FIPS, PCI programs to assist when working with reviewed, there is not a drag and drop level I and the Massachusets encrypinterface available for uploading fles. employee accounts and 25 or fewer client this tool (although mobile apps are tion statute. portals. FileGenius TOTAL offers coming by late Spring). While this unlimited employee accounts and client ��� Product can be privately branded and may be appealing to some users, batch SUMMARY & PRICING offers users a custom subdomain portals, unlimited transactions and more uploads require a user to create a zip FileGenius BASIC plans start at $49 per (yourfrmname.fletransfers.net). robust management tools. archive of the fles and folders to be month ($529/yr) with unlimited e-mail ��� No extra charges for users or bandsent and use a web browser to upload support; FileGenius TOTAL plans start width usage on a FileGenius TOTAL at $159 per month ($1,339/yr) and STRENGTHS the content. account. The major limitation on a ��� Tere are no direct integrations with include unlimited, users, workspaces, ��� FileGenius is an easy to use and FileGenius TOTAL account is the any common applications, and File- and voice/e-mail support. effective web-portal designed for transmiting confdential fles of any amount of storage used. Genius does not support traditional 888-753-2245 x703 ��� All product functions can be accessed templat i ng of folder st r uc t u res size. www.flegenius.com through a web browser. ��� Applied A nswers (the company) (although workarounds are available COMPLETE OUR SURVEY AND BE ENTERED INTO A DRAWING TO Win an iPad mini We value your opinion and invite you to partcipate in a market research study regarding a potental soluton we think you���ll fnd interestng and relevant to your work as an accountng professional. The results of this study will be used by a major technology partner as they seek to create innovatve solutons for accountng professionals such as you. In essence, this is a great opportunity for you to help shape the future! All partcipants who complete the survey will be entered into a drawing for an iPad mini. THANK YOU IN ADVANCE FOR YOUR TIME AND PARTICIPATION! iPad Drawing prize: One winner will receive an iPad mini. No purchase necessary. Click here for ofcial rules. This survey is sponsored by a major technology partner Sage will provide the drawing winner with an iPad mini ($329 Value). Drawing period: 3/4/13 ��� 3/8/13. To qualify to enter the sweepstakes, you must be an accountant or bookkeeper providing professional services to multple fee-paying clients. April 2013 ��� www.CPAPracticeAdvisor.com 9