CPA Practice Advisor - 9

DOCUMENT MANAGEMENT: REVIEW
CCH Axcess Document
CCH Axcess Document from
STRENGTHS:
* Excellent integration with
Wolters Kluwer is well suited
other CCH Axcess and
for accounting firms of any size.
ProSystem fx applications
While users will experience greater
* Product is accessible from
within tax preparation
functionality when used with other
applications
* Includes an Open Integration Wolters Kluwer applications, CCH
Platform for integration with Axcess Document can also be
third-party applications
used as a stand-alone document
POTENTIAL LIMITATIONS:
management application.
* Better suited for firms
using other Wolters Kluwer
CCH Axcess Document is
applications
a cloud-based application that
* Lack of a scanning option

Doc.It Suite
Doc.It Suite is a robust, scalable
document storage and management application that includes a
work binder, PDF editor, workflow,
an autofiler, and an archive option.
While Doc.It Suite is suitable for
larger firms, smaller firms may want
to consider Doc.It Explore, which is a
lighter version of Doc.It Suite.
Doc.It Suite offers various deployment options, including an on-premise option, a hosted cloud, and a hosted

eFileCabinet
eFileCabinet is well-suited for
accounting firms of any size. The
application can also be used in
a variety of industries including
legal, real estate, and healthcare.
Scalable, eFileCabinet offers three
plans as well as both on-premise
and online deployment. A mobile
app for both iOS and Android devices is also available.
eFileCabinet recently launched an updated version of the application called Rubex, that serves as a
centralized document management solution that uses

STRENGTHS:
* S calable, with three plans
available
*M
obile app available for both
iOS and Android devices
* Includes an e-Sign feature in
the application
POTENTIAL LIMITATIONS:
* P rice points may be too
steep for smaller firms

GoFileRoom from Thomson
Reuters is part of the CS Professional Suite of applications. A
cloud-based document management solution, GoFileRoom is
designed specifically for accounting firms, and is better suited
for larger firms with complex
document management needs and
works best when coupled with other CS Professional
Suite applications.

GoFileRoom is completely customizable so users
can customize drawers, index structures and workflows
to better suit their needs. The application supports
multiple file formats and can easily scan multiple
documents using ScanFlow, which provides easy bulk
scanning for multiple documents. Once scanned, the
documents are automatically converted to a PDF,
when they are then filed in the appropriate location
in GoFileRoom. In addition, GoFileRoom integrates with
Microsoft Office applications, allowing users to save and
edit Office files in GoFileRoom in seconds.

2020 OVERALL RATING
Read the full review for
this product online at:

www.CPAPracticeAdvisor.com/
21153455

2020 OVERALL RATING

Read the full review for
this product online at:

www.CPAPracticeAdvisor.com/
21153568

month; Business starts at $99 per user/per month,
and Unlimited starts at $199 per user/per month.
eFileCabinet also includes numerous product add-ons,
with all add-ons priced separately. All plans include
secure file sharing, unlimited guest users, file versioning, and custom templates.

GoFileRoom from Thomson Reuters tax.thomsonreuters.com/gofileroom
STRENGTHS:
* Highly customizable
* Integrates with all CS Professional Suite applications
* The Rules Wizard makes
it easy to create document
rules across the board
POTENTIAL LIMITATIONS:
* Not really suitable for
smaller firms
* Works best with other CS
Professional Suite applications

www.CPAPracticeAdvisor.com/
21153457

Doc.It Suite starts at $36 per license for up to 40
licenses, with the price then dropping to $26 per license.
Doc.It Explore, which is a great entry level document
management application for smaller firms starts at $21
per license per month. Doc.It Connect, the client portal,
costs $16 per license per month, with a minimum of
three licenses required.

www.efilecabinet.com
intelligent organization and an intuitive user interface
that is designed to easily store and locate any file.
eFileCabinet uses a file structure designed like
a traditional file cabinet, with multiple drawers,
folders, and subfolders available. Each cabinet can
hold multiple drawers, with each drawer containing
multiple folders, subfolders, and files. The menu bar
on the home page provides access to various system
functions, and users can share a cabinet, drawer, or
file, as well as request files, download, and digitally
sign documents from the Share menu option as well.
The Advantage plan starts at $55 per user/per

Read the full review for
this product online at:

folder setup. The dashboard also displays a list of all
currently checked-out files as well as a list of recently
accessed files.
Pricing for CCH Axcess Document is available
directly from Wolters Kluwer upon request, with addon applications priced separately.

www.Doc-It.com
virtual desktop application, with an optional mobile app
included in the application as well. Future plans include
a Hybrid Cloud option, which combines on-premise and
cloud accessibility. Loaded with features, Doc.It Suite
include complete product customization wherein firms
and Doc.It Suite personnel work together to create a file
structure that works for everyone. Once a structure has
been created, it will be used across the firm. New features
in Doc.It Suite include new integration with DocuSign, an
automated preview of both PDF and standard documents,
and advanced bookmarking options.

2020 OVERALL RATING

4.75

Read the full review for
this product online at:

www.CPAPracticeAdvisor.com/
21153566

GoFileRoom can be used as a stand-alone system
but works best when coupled with other CS Professional
Suite applications, and is better suited for larger firms
with more complex document storage and management needs. Available on the cloud as a subscription,
those interested can request additional information or
custom pricing directly from Thomson Reuters.

SEPTEMBER 2020 ■

www.CPAPracticeAdvisor.com

DOCUMENT MANAGEMENT SYSTEMS

STRENGTHS:
* Offers a version well suited
to smaller firms
* Complete suite of integrated
applications
* Entire implementation
process handled by Doc.It
Suite personnel
POTENTIAL LIMITATIONS:
* Not a turn-key solution
* Requires extensive training
and setup

www.cchgroup.com
includes a mobile app that allows users to access and
manage all documents from their smart phone or
tablet.
The CCH Axcess Document dashboard is completely customizable, and users are able to add up to six
document panes to the home page for easy document
access. All documents stored in CCH Axcess Document
are stored in their native file format with an option to
create a PDF of any document for security purposes.
Custom folders can be easily created for each client, and
users are able to create a folder template for expedited

CPA Practice Advisor

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