Today's Technology for Tomorrow's Firm.
Issue link: https://cpapracticeadvisor.epubxp.com/i/123770
Reviews For Your Firm DOCUMENT MANAGEMENT SYSTEMS CCH ProSystem fx Document 2013 OVERALL RATING 4.75 ments and multiple offices, as BEST FIRM FIT well as on-premises or cloud• Firms who use the ProSystem fx based data storage suite of apps, organizations who need the product's capabilities • Users can route documents, have threaded discussions, and create for integrating with information and respond to review notes from technolog y systems (active within the application. directory) and organizing documents by department or practice • Strong integration w ith the ProSystem fx suite of applicaarea. tions, including ProSystem fx • Organizations who want the Portal, all of CCH's cloud-based security and search capabilities sofware as well as the traditional of a solution based on Microsof Tax and Engagement applicaSQL server tions • Integrated dashboards and client STRENGTHS database allows client informa• Support for multiple depart- NetDocuments 2013 OVERALL RATING 4 internet enabled device. Tere is BEST FIRM FIT also an option for additional raw • Firms whose practice includes a data backup to a local server. legal practice or financial services, which are core markets for • Easy to use browser interface and direct integration MS Office, NetDocuments , or firms who Adobe, Outlook, and scanners. require SEC, FINR compliance or Wr ite Once R ead M a ny • Built-in portal allows instant posting of documents for secure (WORM) storage and two-factor authentication for extra security electronic delivery and ongoing client collaboration. • Organizations who are comfortable designing and implementing • High degree of f lexibility in confguring the index felds for a document management system this application, and includes with a very f lexible indexing tools for connecting pick lists to system outside applications where supported by the other app's pub STRENGTHS lisher. • Program is completely cloudbased and accessible from any • Two-factor authentication with Thomson Reuters GoFileRoom 2013 OVERALL RATING 4.75 48 document management solution BEST FIRM FIT • Firms who want to have a hosted which integrates with the CS Professional Suite from Tomson document management system Reuters which is fexible enough for any con f ig u r at ion w h i le bei ng • Add-ins for Microsoft Office (Word, Excel, and Outlook) designed to have integrated make it possible to save docuenterprise security ments from within these applica• Although the application works well for any frm, the application tions wa s desig ned to work w it h • Simple graphical user interface GoSystem Tax RS and has tools and fle cabinet organization for fle drawers is easy for most users wh ich w i l l appea l to la rge, to understand multi-ofce frms • Flexible index felds make it easy to customize each fle drawer to STRENGTHS meet the needs of almost any • Browser-based (IE only) SaaS May 2013 • www.CPAPracticeAdvisor.com Read the full review and see expanded ratings for this product online at: www.CPAPracticeAdvisor.com/10912482 tion to be changed in one place and drops by as much as 35% based and made available to other on volume of user licenses. Procloud-based apps in the suite System fx Document on-premise solution starts at $2,705 for the POTENTIAL LIMITATIONS server license and $710 per user. • Organizations who do not use Training and implementation serother items in CCH's cloud- vices for both versions of the based suite may find that the application are priced separately, multi-application installation and depend on the scope of sersoftware is somewhat slower vices. than traditional, single-applica800-739-9998 tion install programs www.CCHGroup.com SUMMARY & PRICING Pricing for ProSystem fx Document SaaS starts at $765 per user, per year Read the full review and see expanded ratings for this product online at: www.CPAPracticeAdvisor.com/10912480 RSA token available in the Pro- sional edition, or $38/user/month fessional and Professional+ edi- for the Professional + edition. All tions of the product plans require a minimum or two users, and organizations using the POTENTIAL LIMITATIONS Professional or Professional + edi• Templates are not available to tions receive a 10 percent discount help users configure metadata for paying annually. All plans and other information in this include 10GB of base storage, plus ver y f le x ible produc t , a nd 1GB per user (2GB per user with accounting and bookkeeping the Professional + edition). frms are a relatively small portion of this product's customer 866-638-3627 / (866) NET-DOCS www.NetDocuments.com base. SUMMARY & PRICING NetDocuments is priced at $20/ user/month for the Basic edition, $30/user/month for the ProfesRead the full review and see expanded ratings for this product online at: www.CPAPracticeAdvisor.com/10912479 frm training needed for successful • Integrated FirmFlow workfow adoption management application and TaxSort 1040 document recog- SUMMARY & PRICING nition sofware GoFileRoom is a monthly subscription based on for the number of POTENTIAL LIMITATIONS users, and starts at $3,950 per year. • Product is not available for on- Implementation and training are premises deployment, and only highly recommended, and are supports Microsoft Internet priced separately. Explorer 800-968-8900 • G oF i l e R o o m i s r e l a t i v e l y cs.thomsonreuters.com/ unstructured, so frms adopting gofleroom this product will need a plan to design and implement the index f ields, work f lows, a nd user