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Information to help you select the best Software Package to meet your specific needs |
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Document Storage & Management Solutions
Key Issues In Paperless Solutions
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Proprietary file format or industry standard such as Adobe?
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Hosted or local solution?
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Scan and organize by type, by client, by project?
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Multiple scans into single file or document?
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Security?
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Version control of documents?
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Auto-version control?
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Index & Search on title or entire document contents?
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All documents in paperless storage including email, etc?
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Image and picture control or editing?
(CPA - denotes products with CPA Firm designed solutions)
Pre-Scan Solutions:
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1040Scan - SurePrep, LLC - CPA
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Scan - CCH, a Wolters Kluwer business - CPA
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Scan&Fill - ATX or TaxWise - a division of CCH, A Wolters Kluwer business
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GruntWorx - Copanion - CPA
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Source Doc Auto-Entry (SDAE) - Intuit- CPA - Not Available in 2008 for 2007 tax year
Document Storage Software:
Characteristics of Document Storage Software:
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Inexpensive, usually less than $200 per user
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Intuitive easy to use
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Often use Adobe Acrobat for annotation
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Easy do-it-yourself implementation
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Limited in scope of features such as granular security
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Use folder design for storage
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No workflow or advanced scanning
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No OCR
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No portal capability
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No version control or document retention features
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Acrobat - Adobe
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PaperPort Pro 11 - Nuance Software
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File Magic 5 - Westbrook Technologies, Inc.
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ArkWorks - TaxWorks - CPA
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ProSystem fx Engagement - CCH, a Wolters Kluwer business CPA
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Drake Document Manager - Drake Software - CPA
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Docsvault Small Business Edition - Easy Data Access
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eFileCabinet - eFileCabinet CPA
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FileCabinet CS - Thomson Reuters - CPA
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PaperPort Professional - Nuance, Inc.
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Rack2-Filer - Fujitsu
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Office Tools Pro - Office Tools Pro - CPA
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Lacerte Document Management System - Intuit CPA
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Pro Series DMS - Intuit - CPA
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Lacerte Series DMS - Intuit - CPA
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1040Scan - SurePrep, LLC - CPA
Document Storage Software for QuickBooks
Solutions specific to QuickBooks:
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SourceLink 4.1 - Personable.com, Inc. 10% CPA discount, works with all versions of QuickBooks
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CabinetNG - CabinetNG
Document Management Solutions from Small Business to Large Enterprise, including CPA Firms
(organized by price)
Characteristics of Document Management Software:
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Usually more than $200 per user
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Training is required
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Have own tool for annotations
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More complex implementation usually requires consultant
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Advanced features such as granular security
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Multiple methods for storage
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Workflow or advanced scanning
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OCR
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Portal capability
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Version control or document retention features
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Integration with Office, tax, accounting solutions
(CPA - denotes products with CPA Firm designed solutions)
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WebDocs CPA (hosted solution) - RJS Software Systems CPA
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Papervision Enterprise - Digitech Systems
CPA Firm Sweet Spot Recommendations Below
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1040Scan - SurePrep, LLC - CPA
SurePrep sample screens Start Verification Correction Association Superseded Duplicate Finished
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Acct1st - Document Management Software - Acct1st - CPA
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Interwoven WorkSite - Interwoven CPA
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ProSystem fx Document - CCH, a Wolters Kluwer business CPA
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GoFileRoom - Thomson Corporation CPA
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Paperless Office - TaxWorks CPA
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Archive Studio for Accounting - DocuLex CPA
{ - CPA Firm Sweet Spot Recommendations Above - }
Corporate Solutions
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DocuScan - Acct1st (hosted paperless for Sage MAS accounting solutions)
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Doc-link - Altec, Inc.
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Working Papers - Caseware International, Inc. CPA
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Fortis - Westbrook Technologies, Inc.
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SchoolDocs - SchoolDocs LLC.com (hosted educational document management solution)
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DocuShare - Xerox
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Ascent - Kofax
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FormWare - Captiva Software, Inc.
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InputAccel Express - Captiva Software, Inc.
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OnBase - Hyland Software
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Forms Manager - FileNet
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Hummingbird Enterprise - Hummingbird
(CPA - denotes products with CPA Firm designed solutions)
Hardware (scanners preferred order):
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DocuMate - Xerox
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Hewlett Packard (don't forget the CPA Discount Code CBS1!)
Additional information can be found on www.totallypaperless.com