Today's Technology for Tomorrow's Firm.
Issue link: https://cpapracticeadvisor.epubxp.com/i/555302
24 August 2015 • www.CPAPracticeAdvisor.com Reviews DOCUMENT MANAGEMENT REVIEWS BEST FIT Cloud Cabinet is an excellent ft for frms that currently use AccountantsWorld Power Practice suite of products, or frms that ofer bookkeeping or payroll services to clients. PRODUCT STRENGTHS • Cloud-based, users can access the system from any location • The product offers unlimited secure client portals at no additional cost • Ofers excellent integration with Power Practice suite of products, including automatic saving of documents created in Power Practice • Products contains several tools designed specifcally for P.C. users POTENTIAL LIMITATIONS • Product does not contain optical char- acter recognition (OCR) capabilities SUMMARY & PRICING An excellent solution for those using or planning to use AccountantsWorld Power Practice products, as well as frms ofering bookkeeping ser vices, Cloud Cabinet pricing starts at $59.oo per user per month, or f irms can choose to purchase the unlimited user package for $595.00 per month. www.AccountantsWorld.com BEST FIT Accounting frms that use or plan to use Drake Software's all-inclusive suite of applications. PRODUCT STRENGTHS • Product ofers seamless integration with other Drake Sofware products • An easy-to-navigate user interface means less training time necessary • An excellent solution for those already using other Drake applications • Product is embedded into the tax sof- ware package, so storing documents is easy POTENTIAL LIMITATIONS • Product search capability is limited to name only searches • Tose utilizing other tax products will have no need for the product SUMMARY & PRICING Drake Document Management ofers excel- lent training options for new users including the e-Training Center, which provides training for the entire frm on Drake Sofware products. Tutorials are also available, and an evaluation guide as well as a user's manual provides excellent reference options. For frms that currently use Drake Sof- ware products, Drake Document Manager ofers a good document storage solution. Not available as a stand-alone product, the Drake Sofware bundle includes a tax preparation package, Drake Tax Planner, Client Write-Up, Client Status Manager, Drake Document Manager, and Bank Manager modules. Added features include free online training, technical support, service bureau setup, and a network version of the product. Te unlimited version starts at $1,195, with a tax preparer website an additional $1,000.00. Tose who process limited tax returns can purchase the Pay-per- return package, which runs $300.00 and includes 15 tax returns. Each additional tax return is $20.00. www.DrakeSoftware.com BEST FIT Practice Management Workspace is well suited to small to mid-sized accounting frms that are in need of a complete practice management solution. PRODUCT STRENGTHS • Te product ofers an all-in-one solution including practice management, docu- ment management, client portals, and CR M capabilities • In-house instant messaging capability ma kes it eas y to stay i n touch w it h employees and partners alike • Product ofers good integration capa- bility with Microsof Ofce as well as other applications POTENTIAL LIMITATIONS • Is not well-suited to those looking for only a document management/storage solution SUMMARY & PRICING Practice Management Workspace is a good ft for small frms that are looking to imple- ment and all-inclusive practice management/ document management solution. Full inte- gration with the core applications makes document management automatic, and synchronization with Microsof Outlook provides excellent email integration and management as well. Practice Management Workspace is priced starting at $600.00 for a single user, with the product running $1,600.00 for a fve-user version. Te client portal and other applications are priced separately. www.OffceTools.com BEST FIT Larger frms that currently utilize or plan to utilize other Tomson Reuters products including CS Professional Suite of products. PRODUCT STRENGTHS • Product ofers a easy-to-navigate user interface • Product ofers fexible cloud access • Add-i ns a re ava i lable for M icrosof t Office applications, including Office 2013 • A dd- on modu le s i nc rea se produc t functionality POTENTIAL LIMITATIONS • Produc t w i l l on ly suppor t I nter net Explorer browser • Product does not ofer an on-premise version SUMMARY & PRICING GoFileRoom was originally designed for use with GoSystem Tax RS, and now inte- grates with several CS Professional Suite applications as well as NetClient CS. Training is recommended to get users setup properly and up to speed on the product. GoFileRoom is available as a monthly subscription, with cost depending on the number of users. Add-on modules and training are extra. www.GoFileRoom.com AccountantsWorld Cloud Cabinet Drake Software - Drake Document Manager Offce Tools - Practice Management Workspace GoFileRoom Read the full review and see expanded ratings for this product online at: www.CPAPracticeAdvisor.com/12096022 Read the full review and see expanded ratings for this product online at: www.CPAPracticeAdvisor.com/12096020 Read the full review and see expanded ratings for this product online at: www.CPAPracticeAdvisor.com/12096025 Read the full review and see expanded ratings for this product online at: www.CPAPracticeAdvisor.com/12096021 DOCUMENT STORAGE REVIEWS Reviews