Document Management

May 2 @ 12 ET: This is a look at how CPA firms can increase profitability by going green & digital. They will explore the challenges firms face which prevent them from going digital, and includes a demo of Doc.It, a document management software. Read more

Educational Webinars

APPS Directory Spotlight - eFileCabinet

eFileCabinet provides a SaaS document management system with a focus on automation and security. Our advanced OCR allows files to literally file themselves. We offer a file-sharing platform that allows users to send and receive encrypted documents. Read more

Mar 13, 2019 1:21 PM From The Publisher

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. Read 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. Read 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. Read 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. Read 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. Read 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. Read 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. Read 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. Read 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. Read more

Hubdoc Intergration With Citrix Sharefile

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

Vendor Corner

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

Vendor Corner

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