Today's Technology for Tomorrow's Firm.
Issue link: https://cpapracticeadvisor.epubxp.com/i/116963
Reviews For Your Clients PORTALS SmartVault Word, Excel, PowerPoint, Outlook BEST FIT E-mail) can be viewed from within a While SmartVault is a good ft for any firm that needs a secure client portal, web browser without needing to download and open the fle. SmartVault is a best ft for accounting professionals and their clients whose ��� Customizable, firm-branded site practices involve working with the (yourfrmname.smartvault.com) in desktop version of QuickBooks or higher end plans which allows users to customize their portal to match QuickBooks Online, and would like to their website. streamline workfow, go paperless, and view images of documents linked to ��� Strong integration as a document storage system portal with Quicktransactions. Books, Results CRM, MethodCRM, SpringAhead, and XpandedReports. STRENGTHS ��� Secure and stable (99.9% uptime) Supported by many commercial hosts, including InSynq, Cloud9 Real Time, document storage and file sharing which scales well to small and mid- Ngenx, Right Networks, and Swizznet. sized businesses. ��� Many file types (PDF, Microsoft ��� Te product has apps available for iOS Thomson Reuters NetClient CS Fi le C abi net C S , G oFi leR oom , BEST FIT Accounting CS, the web organizer for Firms who use the Thomson Reuters UltraTax CS, Virtual Client Ofce, professional accounting and tax sofware, especially those who work with client Practice CS, and Virtual Ofce CS. bookkeeping on the Accounting CS ��� Te NetClient CS mobile app released in late 2012 can be branded with frm platform or those who store their doculogos, and gives iOS and Android ments in FileCabinet CS. Also, frms who want to publish invoices, tax returns, users a mobile tool for interacting with clients. payroll items, and documents to clients through integrated portals from other ��� A ���To Do��� list called the Task Center prompts clients to provide missing applications. items, and data collection through tools like electronic tax organizers can STRENGTHS be facilitated by NetClient CS. ��� Tight integration with a range of Tomson Reuters products, including ��� Easy to use interface with customiz- Citrix ShareFile Read the full review and see expanded ratings for this product online at: www.CPAPracticeAdvisor.com/10891901 and Android, and features add-ins for Outlook, QuickBooks, and QuickBooks Online. SmartVault can also be mapped as a drive to a Windows or Mac computer. includes unlimited guest users. And there are no bandwidth charges. Add-on services are $10 per month for each additional user, $5 per month for each 5GB of additional storage, and $9 per month for each additional POTENTIAL LIMITATIONS QuickBooks Company. Some features ��� Data is only backed up ofsite once a require the Team or Professional plans, week, so if there was a catastrophic which are detailed at www.smartvault. failure, users could lose a few days of com/pricing/ work, and the service would be ofine 866-684-6785 for at least 24 hours. www.smartvault.com SUMMARY & PRICING Plans range from $19 per month ($205/ yr) for a single user and 5 GB of storage to $99 per month ($1,069/yr) for 10 users and 40 GB of storage. Every plan Read the full review and see expanded ratings for this product online at: www.CPAPracticeAdvisor.com/10891902 able firm branding which supports the Tomson Reuters CS Professional d rag a nd d rop i nto most web Suite use the data stored in FileCabbrowsers. inet CS to present to the client. Net��� Optional Employee web portals allow Client CS users who do not utilize remote users to enter time and permit FileCabinet CS may have less integrathe firm and clients to deliver paytion with some parts of the Tomson checks and other confdential data to Reuters CS Professional Suite. employees. ��� Clients can receive invoices from SUMMARY & PRICING Practice CS and pay online with Plans start at $175 per month ($2,100/ merchant services from InterceptEFT yr) for up to 1,000 client portals. from within the client portal. POTENTIAL LIMITATIONS ��� Some of the integration points with 800-968-8900 cs.thomsonreuters.com Read the full review and see expanded ratings for this product online at: www.CPAPracticeAdvisor.com/10891899 support personnel as part of implemany of the apps allow administrators BEST FIT to view an audit trail for mobile access Firms who would like a simple and mentation. secure tool for storing and exchanging ��� Add-ins and sync tools for Windows and automatically wipe any cached and Outlook allow users to work with data from the remote application. fles with clients, staf, and vendors. fles without using a web-browser. ��� Product is backed by enterprise-grade POTENTIAL LIMITATIONS STRENGTHS support and infrastructure from ��� Tere are very few direct integrations ��� Flexible, secure (99.99% uptime), and Citrix, who also operates cloud serwith professional accounting applicastable tool with features and plans vices like GotoMeeting and provides tions. which can scale to meet the needs of infrastructure sofware to mid-sized ��� Monthly data transfer allowances on frms of all sizes. and large organizations. some plans can cause frms who use ��� Customizable, firm-branded site the product heavily or those who use (yourfrmname.sharefle.com) with ��� ShareFile also has mobile applications for iOS, Android, BlackBerry, Winthe fle sync feature to go over their colors and fonts similar to your frm���s dows RT/8, and Windows Phone, and a l lotted quotas a nd incur ex tra website configured by ShareFile charges. SUMMARY & PRICING Basic plans start at $29.95 per month ($359.40/yr) w ith two included employee accounts. Certain features, like the Outlook plugin and Desktop Sync require either a Professional ($59.95/mo or $719.40/yr) or a corporate plan ($99.95/mo or $1,199.40/yr). 800-441-3453 www.ShareFileCPA.com April 2013 ��� www.CPAPracticeAdvisor.com 7