CPA Practice Advisor

AUG 2015

Today's Technology for Tomorrow's Firm.

Issue link: https://cpapracticeadvisor.epubxp.com/i/555302

Contents of this Issue

Navigation

Page 24 of 35

August 2015 • www.CPAPracticeAdvisor.com 25 Reviews DOCUMENT STORAGE REVIEWS BEST FIT Firms of all sizes would beneft from this fully integrated document management and client portal product that works seamlessly with QuickBooks, Lacerte Tax, ProSeries Tax and other applications. PRODUCT STRENGTHS • Ofers excellent integration capabilities with popular accounting applications Ofers both document management and client portal functionality • Ofers a mobile app for users to access documents from iOS or Android devices • Cu stom i z able ema i l templates a nd built-in mail merge functions • SmartVault PDF Printer lets you print to PDF and save to SmartVault from any application POTENTIAL LIMITATIONS • Users must use a OCR scanner to use full text search SUMMARY & PRICING SmartVault is an excellent solution for those looking for a product that will integrate with their accounting system. Available exclu- sively online, SmartVault starts at $29.00 for the Basic version, with the Professional version running $99.00 per month and includes 10 employee users, 1000 GB of storage, and unlimited guest users, as well as full text search capability. Lacerte and ProSeries plans start at $15.00 per user per month, and ofer integration with popular accounting products such as QuickBooks, QuickBooks Online, Xero, and FreshBooks. www.SmartVault.com BEST FIT FileCabinet CS is a good ft for accounting professionals currently using the Tomson Reuters CS Professional Suite of applica- tions. PRODUCT STRENGTHS • S o l i d i n t e g r a t i o n c a p a b i l i t y w i t h Tomson Reuters CS Professional Suite of applications • Two versions available – one for smaller frms, and one for frms with more than 15 users • Good integration with Microsof Ofce applications POTENTIAL LIMITATIONS • FileCabinet CS Ofers limited integra- tion w ith other third part y sof t ware applications SUMMARY & PRICING Tose using Tomson Reuters CS Profes- sional Suite of applications will reap the most rewards with FileCabinet CS. The product can be deployed three different ways: On-Premise – which is the traditional licensing model, Virtual Ofce CS—where the sofware is purchased and then hosted by Thomson Reuters, or Software as a Service (SaaS) – where the product is leased and hosted by Tomson Reuters. Pricing for FileCabinet CS starts at $940.00, with maintenance and support costs charged separately. Both volume licensing and bundling discounts are available. cs.ThomsonReuters.com SmartVault Thomson Reuters FileCabinet CS Read the full review and see expanded ratings for this product online at: www.CPAPracticeAdvisor.com/12096017 Read the full review and see expanded ratings for this product online at: www.CPAPracticeAdvisor.com/12096024 CPA PRACTICE ADVISOR is the defnitve source of informaton for tax and accountng professionals in public practce. It focuses on helping accountants learn how best to adopt new techniques and technologies for their frms. CPA PRACTICE ADVISOR helps accountants adapt their business practces to beter manage and grow their practce. Professionals in corporate roles also fnd CPA PRACTICE ADVISOR to be a valuable resource. Our subscribers are the decision makers who run the systems and purchase the products. CPA PRACTICE ADVISOR is the leader in giving industry professionals the informaton, product reviews and advice they want to read. Facebook: Www.facebook.com/Cpapracticeadvisor Twitter: Www.twitter.com/Cpapracadvisor Linkedin: www.linkedin.com/groups/ cpa-practice-advisor-3927201 CONNECT WITH

Articles in this issue

Links on this page

Archives of this issue

view archives of CPA Practice Advisor - AUG 2015