CPA Practice Advisor

OCT 2017

Today's Technology for Tomorrow's Firm.

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OCTOBER 2017 ■ www.CPAPracticeAdvisor.com 13 PORTALS: REVIEW www.accountantsworld.com AccountantsWorld solutions pro- vide a number of portals that make it easy to share documents and informa- tion with clients and client employees. AccountantsWorld uses SAS70 Type IOI audited, ISO 27001 certified serv- ers from Amazon.com secure data centers. All data is encrypted during transmission. Cloud Cabinet can be purchased for $595.00 per year per firm. Pricing for AccountantsWorld Power Practice System is $2,195.00 annually, or users can pay $220.00 per month, and includes Accounting Power, Cloud Cabinet, Website Relief, Practice Relief, and After-the-Fact Payroll. Read the full review for this product online at: www.CPAPracticeAdvisor.com/ 12371175 www.cchgroup.com CCH Axcess Portal is suitable for firms of any size. The product can be used as a stand-alone portal solution, or integrated with other Wolters Kluwer applications for greater functionality and a more integrated solution. CCH Axcess Portal can be an asset to accounting firms of any size. While suitable as a stand-alone application, CCH Axcess Portal can be particularly beneficial to those already using other Wolters Kluwer applications. CCH Axcess Portal pricing varies, starting at around $700 per year, with custom pricing provided for each accounting firm. Read the full review for this product online at: www.CPAPracticeAdvisor.com/ 12371173 www.sharefile.com Citrix ShareFile works well with both accounting firms and other busi- nesses that are looking for a secure way to share files. ShareFile also includes excellent document storage capability. Available in four plans: The Personal plan of ShareFile is $16.00 per month, billed annually, and is suitable for a single employee account. The Team plan is $60.00 per month, billed annually and offers 5 employee accounts and 1 TB of storage. The Business Plan, considered the most popular is $100.00 per month, billed annually and offers five employee accounts along with unlimited stor- age and a 100 GB limit on file size. The Virtual Data Room, which offers advanced security for sensitive data is available for $295.00 per month, billed annually. A free trial is available for any of the plans offered. Read the full review for this product online at: www.CPAPracticeAdvisor.com/ 12371174 cs.thomsonreuters.com NetClient CS Portals are part of the CS Professional Suite from Thomson Reuters. NetClient CS Portals is a good fit for accounting firms of any size that are using or planning to use other Thomson Reuters applications. NetClient CS Portals uses 128-bit encryption for all documents during exchange or while stored. Thomson Reuters utilizes multiple data centers for added security. The product includes 1,000 base portals in the monthly fee, with plans starting at $200 per month. NetClient CS also offers a series of add-on mod- ules that are priced separately. Read the full review for this product online at: www.CPAPracticeAdvisor.com/ 12371179 www.smartvault.com Best suited for firms using Quick- Books or Xero, SmartVault offers bi-directional portal capability that can be easily branded as desired. SmartVault offers easy integration with QuickBooks and QuickBooks Online products, Xero, and Intuit ProSeries and Lacerte. The product also contains excellent document storage and file sharing capability. A free 30-day trial is available from the SmartVault website, so those interested can try out the product prior to purchasing. SmartVault cur- rently offers three plans: Tax Prep, designed for tax user only, Accounting Pro, which is the most popular plan offered, as well as an Enterprise level plan, which is designed for firms with a high number of users. Tax Prep cur- rently runs $30.00 per month, paid annually, or $37.50 per month billed monthly. Accounting Pro is $40.00 a month when billed annually, or $50.00 per month billed monthly. Those interested in the Enterprise plan can contact SmartVault directly for pricing information. Read the full review for this product online at: www.CPAPracticeAdvisor.com/ 12371176 AccountantsWorld Cloud Cabinet CCH Axcess Portal Citrix ShareFile NetClient CS Portals SmartVault 4.75 2017 OVERALL RATING 5 2017 OVERALL RATING 5 2017 OVERALL RATING 5 2017 OVERALL RATING 4.5 2017 OVERALL RATING Read all reviews for PORTALS online at: www.CPAPracticeAdvisor.com/12371171

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