Today's Technology for Tomorrow's Firm.
Issue link: https://cpapracticeadvisor.epubxp.com/i/123770
Reviews For Your Firm DOCUMENT MANAGEMENT SYSTEMS Cabinet SAFE CLOUD 2013 OVERALL RATING 4.5 dows Explorer. BEST FIRM FIT • Firms who want a product which • Direct QuickBooks integration and indirect integration into can be accessed through a web browser or a client application popular accounting applications, and can be hosted in the cloud or including Quick Books, Sage 100, and Microsoft Dynamics using an on-premises server. GP. • Companies who need a docume nt m a n a ge me nt s y s t e m • Options for on-premises or cloud hosting, and clients can use a within the desktop version of browser or a client application. QuickBooks. • Product has a sofware development kit for custom integrations STRENGTHS • Te product is a very structured, with other applications. and is relatively easy to use, and • Work f low capabilities allow automated routing of docuhas features like drag and drop ments. between the sofware and Win- Doc.It Suite 2013 OVERALL RATING 4.75 for public accounting practices, BEST FIRM FIT and the Company has a proven • Public accounting and bookkeeping frms who want a single, methodology for implementing its solution in accounting and best-in-breed solution to gather, bookkeeping frms. process, store, and deliver docu• Includes a fully functional tool ments. for v iew i ng , ed it i ng , a nd • Although the product is used in marking up PDF documents and some frms with over 100 users as well as solo practitioners, the a server app for hosting integrated client portals at no addiproduct's features are designed for frms with between fve and tional charge. • Archived fles are converted to 75 users. indexed PDF files, and have retention periods assigned to STRENGTHS them which are linked to the • Designed by public accountants Treeno Document Management System 2013 OVERALL RATING 4 Read the full review and see expanded ratings for this product online at: www.CPAPracticeAdvisor.com/10912483 POTENTIAL LIMITATIONS • Specific integrations are not av a i lable for most popu la r accounting frm applications. • Product may be too structured for some users. The Cabinet software can be purchased for on-premises deployment for a one-time charge of $1,000 per user, plus maintenance and support charges of approximately 20 percent of the initial purchase price in subsequent years. The implementation fee for onSUMMARY & PRICING Cabinet SAFE CLOUD is $70 per premises installations is an addimonth per concurrent user (or $50 tional one-time charge of approxiper month per named user), with a mately $2,500. one-time setup charge averaging 800-621-6501 $750. SAFE CLOUD provides www.CabinetPaperless.com 5GB of shared base storage per user, with additional storage available for $5 per GB per month. Read the full review and see expanded ratings for this product online at: www.CPAPracticeAdvisor.com/10912481 types of document. implemented on a module-by• Good integration with popular module basis, the software is engagement management sofonly sold as a bundled solution. ware like CaseWare Working Papers and CCH ProSystem fx SUMMARY & PRICING Engagement, as well as Microsof All-inclusive pricing for the Doc.It Outlook, Word and Excel. Suite starts at $35 per month, per user, plus a one-time $150 per user POTENTIAL LIMITATIONS license fee. Required fees for the • The Doc.It Archive currently initial implementation and training on ly a l lows PDF f i les to be vary depending on the size of the placed in the archive, however frm and are available upon request. Doc.It Work Binders do not have 888-693-6248 this restriction. www.doc-it.com • Although the software can be Read the full review and see expanded ratings for this product online at: www.CPAPracticeAdvisor.com/10912477 folder. documents for folders created BEST FIRM FIT from a template. • Firms who want a product which • Te product contains integrated tools for annotation and markup can be accessed through a web browser or using an on-premises of any virtual viewer supported POTENTIAL LIMITATIONS fle type including but not lim- • Limited integration with comserver. ited to Word, PDF and TIFF monly used tax applications, and • Companies who would like a fles, and has a previewer which l i m i t e d e x p o s u r e t o t h e very fexible document managewill display content from over accounting frm market. Howment system which is designed 100 other file formats. Annoever, the system does ofer intefor use with a wide range of tated files will be turned to a gration with many mid-midindustries. TIFF or PDF for export. market and enter prise level • Simple, customizable dashboard accounting systems. STRENGTHS feat u re a l low s u sers to see • The application does not have • Web-based application with both workf low tasks, their personal own scanning sofware built into on-premises and hosted deployinbox, and the available cabinets the system, but offers direct ment options. on a single screen. scanning of documents from • Treeno has a bar-code scanning scanning devices supporting the utility which allows documents • Treeno ofers a sofware developers toolkit (SDK) as well as E I P Con nec tora nd S ha r pe to be sca nned in batch a nd tools to identify required missing devices that support the OSA automatically routed to a specifc connecter. Tis allows for documents to be tagged and fled from the device. SUMMARY & PRICING Treeno can be purchased as a hosted service for $199 per month for fve concurrent users (plus setup and training), or can be purchased and deployed on an in-house server for four concurrent users for a frst year cost of $5,895 (plus set up and training). 800-528-5005 x315 or 603-570-4315 www.TreenoSoftware.com May 2013 • www.CPAPracticeAdvisor.com 47