Today's Technology for Tomorrow's Firm.
Issue link: https://cpapracticeadvisor.epubxp.com/i/555302
August 2015 • www.CPAPracticeAdvisor.com 23 Reviews DOCUMENT MANAGEMENT SYSTEMS BEST FIT Firms that need a robust document manage- ment product that is easily navigated and integrates with a host of third party applica- tions. PRODUCT STRENGTHS • Product is easily navigated, with docu- ments able to be accessed quickly • Product integrates out of the box with both Microsof Ofce and QuickBooks • Tools are available that ofer integration with a long list of third party applications • Workfow capability is included in the product POTENTIAL LIMITATIONS • Upload and download speed require- ments may require f irms to upgrade internet capabilities SUMMARY & PRICING For those interested in offering Cabinet SAFE CLOUD to clients, the company ofers a VAR (Value Added Reseller) pro- gram that allows accountants the opportu- nity to sell, install, and support the product as part of a consulting business. Cabinet SAFE CLOUD is available at a cost of $50.00 per month, with a one-time setup charge that is negotiated during setup. Users can also receive a quote directly from the vendor for on-premise product installa- tion. All users have both telephone and email access to company support, and all users receive automatic sofware updates to the product at no cost. www.CabinetPaperless.com Cabinet SAFE CLOUD Read the full review and see expanded ratings for this product online at: www.CPAPracticeAdvisor.com/12096027 BEST FIT CCH Axcess Document and ProSystem fx Document are ideally suited to frms already using either CCH Axcess applications, or the ProSystem fx Suite of applications. PRODUCT STRENGTHS • Excellent integration with other CCH A xcess and ProSystem fx applications • Integrates with Microsof Ofce applica- tions • Product ofers full text search capability POTENTIAL LIMITATIONS Product may not provide as much function- ality without the use of related Wolters Kluwer Tax & Accounting products SUMMARY & PRICING W hile both products can be used as a stand-alone product, CCH Axcess Docu- ment ofers beter integration capabilities and may be beter suited for frms not cur- rently using other Wolters Kluwer Tax & Accounting products. Base pricing for CCH ProSystem fx Document starts at $2,780. Pricing for CCH Axcess Document is based on the number of users and can be obtained directly from Wolters Kluwer Ta x & Accounting upon request. www.CCHGroup.com CCH Axcess Document & ProSystem fx Document Read the full review and see expanded ratings for this product online at: www.CPAPracticeAdvisor.com/12096028 BEST FIT iChannel is a good ft for larger frms (25+) that are looking for a robust product that provides document management, CRM, and project management capabilities. PRODUCT STRENGTHS • Web-based application makes it easy to access documents remotely • Product is multi-faceted; ofering docu- ment management, CR M, work f low capabi l it y, cl ient por ta ls a nd ema i l management bundled into one system • The product offers three deployment methods – on-premises, hosted, and a vendor-managed server deployment • Integrates with a large variety of third party applications POTENTIAL LIMITATIONS • Product is not particularly well-suited to small frms with less complex needs SUMMARY & PRICING All of the iChannel applications (Document Management, CRM, Email Management, and Client Portal are bundled for a single price of $549 per user - for up to 30 users. Discounts are available for frms with more than 25 users. Users are also assessed an annual product maintenance fee, and additional fees may be incurred as well. www.Conarc.com Conarc iChannel Read the full review and see expanded ratings for this product online at: www.CPAPracticeAdvisor.com/12096023 BEST FIT Small to mid-sized firms that desire a comprehensive document management solution. PRODUCT STRENGTHS • Doc.It ofers a long-list of system mod- ules and features in addition to solid document management capabilities • Te Archive function converts storage documents to PDF, and stores them until an assigned expiration date. • Offers multiple cloud-versions of the product • Te product ofers a full-featured PDF Editor POTENTIAL LIMITATIONS • Te product is only ofered as a bundle, so users must purchase the whole system, not individual modules SUMMARY & PRICING Doc.It is available at the very reasonable cost of $35.00 per user per month, and includes all of the features and functionality ofered in the Doc.It Suite. A one-time licensing fee is also incurred when purchasing the product and other fees for product imple- mentation and training may be assessed as well. www.Doc-It.com Doc.It Suite Read the full review and see expanded ratings for this product online at: www.CPAPracticeAdvisor.com/12096016 BEST FIT eFileCabinet is a good ft for small to mid- sized accounting frms that are looking for a cost – efective product that easily store and manage documents. PRODUCT STRENGTHS • T he produc t i s av a i l able i n bot h a desktop/on-premise version along with an online version. • eFi leCabi net easi ly i nteg rates w it h QuickBooks products. • A free mobile app allows the product to be accessed using iOS and A ndroid devices. • Te product has an easy-to-navigate user interface that will require litle training time. POTENTIAL LIMITATIONS • eFileCabinet does not currently inte- grate with any tax or audit sofware at this time. SUMMARY & PRICING With an easy-to-use interface, and a solid selection of features and top-level function- ality, eFileCabinet is a good solution for small to mid-sized accounting frms. eFile- Cabinet also ofers a number of add-ons including additional product storage, data conversion packages, and an SQL version of the product; which can work for larger frms. Tree levels of eFileCabinet are currently available: • Per for m a nce – w h ic h r u n s $3 0 . 0 0 monthly and includes 100 GB of storage • P rof e s s ion a l – w h ic h r u n s $ 45 . 0 0 monthly and includes 500 GB of storage • Enterprise – which runs $55.00 monthly and includes 750 GB of storage Implementation fees start at $500.00 and go up to $4,000.00 for up to 15 system users. www.eFileCabinet.com eFileCabinet Read the full review and see expanded ratings for this product online at: www.CPAPracticeAdvisor.com/12096018