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Document Management

In this edition of our 'Vendors to See' series we look at those Scaling New Heights exhibitors offering solutions for automation of the back-office, either your clients or your own. more

Vendor Corner

Insightful Accountant sat down with ShoeBoxed co-founder Taylor Mingos to find out what the company is up to and how it might benefit ProAdvisors and small business advisors. more

People & Business

SmartVault's 12 Days of Fun and Surprises for Accountants

SmartVault just announced a new promotion, "5 Reasons We're Stoked about SmartVault's Favorite Things for Accountants". Check it out. It sounds like they have a great plan for the holidays. more

Dec 1, 2017 11:05 AM From The Publisher

Learn to Use Neat to Manage Receipts and Documents

Neat is offering a live demo via Insightful Accountant's APP Academy on December 12 from 1:00 -1:30 Eastern. You will learn how to use the APP to simply your bookkeeping process. more

Dec 1, 2017 9:39 AM From The Publisher

Who doesn't hate paper clutter? In today’s QuickBooks Connect exhibitor preview we will look at vendors offering Paperless solutions. more

Vendor Corner

The Bookkeeper's Guide to the Virtual Galaxy

SmartVault has released a new eBook, 'The Bookkeeper's Guide to the Virtual Galaxy,' which provides tips for building a virtual tech stack, helps explore the benefits of going virtual, and shows how to design your optimal workflow. more

Feb 15, 2017 2:38 PM From The Publisher

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

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

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

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

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

Vendor Corner 1 Comments

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

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

Vendor Corner

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

Vendor Corner

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