CPA Practice Advisor

MAY 2013

Today's Technology for Tomorrow's Firm.

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Reviews For Your Firm DOCUMENT MANAGEMENT SYSTEMS Conarc iChannel 2013 OVERALL RATING 5 Read the full review and see expanded ratings for this product online at: www.CPAPracticeAdvisor.com/10912484 recipient from within the Docuincluding CCH ProSystem fx BEST FIRM FIT ment Manager. suite apps (Tax, Engagement, • Firms of 25 or more who need an Practice, and Scan) as well as integrated document manage- • Integrated tool designed to ment, cl ient por ta l, project provide document management, Caseware Working Papers, Intuit client portal, project manageLacerte Tax, Tomson Reuters management, and CR M capament, and customer relationship UltraTax CS, and XCM Workbilities management (CRM) functions fow. to mid-sized and larger frms STRENGTHS • Web-based application with • Project management and work- POTENTIAL LIMITATIONS f low is impressive, and allows • Te power and fexibility of this options for on-premises, hosted, product also increases the comand managed server deployment users to route tasks to individuals or groups plexity of its initial configura• Secure e-mail function allows tion. As a result, this product users to compress, password • Prepackaged integrations with common CPA frm applications, may not be the best tool for frms protect, and e-mail files to a 2013 ACCOUNTANT'S TECHNOLOGY & SERVICES GUIDE 's This year l be guide wil in available print digital & editions. of 25 or fewer and/or f irms without an internal IT function SUMMARY AND PRICING All of the iChannel applications are bundled for a single price of $540 per user for up to 30 users, volume discounts are provided afer that. Te annual maintenance fee is 30%. Tere is also a onetime fee of $12k for a third party scanning engine and PDF compressor. 770-849-0508 x116 www.Conarc.com COMING IN JULY!!! Deadline for inclusion: May 20, 2013 CONTACT JILL BURNETT 800-547-7377 X 2104 OR JILL.BURNETT@CPAPRACTICEADVISOR.COM with any questions or for assistance.

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