Document Management

BDO USA's BDODrive provides clients with a real-time view of their business’ performance accessible anytime, anywhere on their laptop, tablet or phone. more

Oct 4, 2016 11:25 AM Vendor Corner

Lucion Technologies has an Affiliate program and a Value Added Reseller program for those advisors who are looking for the right product for a robust document management solution. more

Apr 21, 2016 6:00 PM Vendor Corner

One of the most common questions I have gotten over the past decade working in document management is “What is the best approach to scanning our old files?” There are three different approaches you can try that will help you stay organized. more

Mar 1, 2016 4:07 PM

Hubdoc Intergration With Citrix Sharefile

Hubdoc has announced its integration with Citrix ShareFile meaning no more chasing down clients for bills and statements. more

Feb 17, 2016 12:31 PM From The Publisher

Remote Quality Bookkeeping of the greater Boston, MA area achieves "taking the (Note) Books out of Bookkeeping" using Laserfiche enterprise content management software to keep them going strong. more

Jul 13, 2015 2:09 PM Vendor Corner

Hubdoc is designed for document storage and retrieval. It has a powerful ability to automatically download all your documents and store them securely. more

Jul 7, 2015 9:07 PM Vendor Corner

Data, Document and Firm Management With Jamie Shulman

Prior to our name change I had a conversation with Jamie Shulman, CEO and Co-Founder of Hubdoc, regarding the convergence of data, document and firm management. more

Jul 6, 2015 2:29 PM From The Publisher

MetaJure believes that technology should work for you, not create more work. MetaJure Smart DMS respects the system you have in place.and automatically finds and catalogs all documents in all of the programs you use, more

Feb 24, 2015 9:17 PM Vendor Corner

Law firms have special needs when it comes to dealing with accounting functions. This series will help advisors serve their law firm clients. more

Jul 29, 2013 10:23 PM Vendor Corner

SmartVault presents this 2-session series on Improving (session 1) and Customizing (session 2) your Workflow. more

Jun 25, 2013 10:18 PM Vendor Corner

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