Document management

The accounting software company expands capabilities, FloQast names VP of product, and IntelliChief releases new version of document management and workflow platform.

The platform incorporates analytics to enable contract data insight.

It will now solely focus on its cloud software for automating small business bookkeeping and financial workflows.

The document automation software integrates with Xero and plans to add QBO soon.

The expense and payments solutions providers have improved their solutions' syncing capabilities with Intacct.

The app that allows users to “speak” their transactions into a ledger has upgraded its user interface and simplified sign up.

Company execs believe gaining Desktop users is a “stickier” way to retain clients who may later move to the cloud.

Three users share their experiences with different DMSes.

Practice Platform now sends push notifications and lets accounting professionals start item-related comment threads with their customers.

Security is the main advantage of using a client portal, but each portal product has a range of functional beauty (and hassle) that informs which tool will be the best fit for a particular firm.

Dealing with everyday tech tasks: Upgrading RAM, migrating data and finding the best document management solution.

The technology also allows for the secure storage of documents in a location of the clients’ choosing.

The partnership aims to facilitate reporting required by the Governmental Accounting Standards Board.

The update was based on customer feedback and includes cross-browser support.

Automated invoicing and paperless document collection are among the items that can improve a practice's organization and productivity.

The work product management solution provider has announced new tools for protecting firms, as well as an updated edition of its document and e-mail management application.

A case study examines how a company got a handle on reports following a merger.

SmartVault, which makes online document management and secure client portal solutions, has debuted an e-signature solution.