Subscription costs for accounting software vary tremendously. Patriot Software’s Accounting Basic tier, for example, goes for ...

Document management now covers everything from collaboration to workflow design and even compliance regulation. We review and rank top players in this field. Document management (DM) software ...

Document management software has to cater to the needs of the accounting professional, but in many cases it also needs to take the client into account, as well. Because so many documents originate ...

In the most basic form, document management software/systems (DMS) are designed to electronically store, manage and track documents. SharePoint, a DMS from Microsoft, adds to that many features that ...

RIAs manage large volumes of sensitive client information every day. With strict regulatory requirements, you need a secure and organized way to handle documents. The right financial document ...

New features added to the document management software from Swedish lifecycle management vendor IFS will simplify the use of a system that was initially designed to manage mass documentation ...

Expertise from Forbes Councils members, operated under license. Opinions expressed are those of the author. The ability to manage and process information has become paramount to business success, and ...

Between finding new clients, completing paperwork, and maintaining compliance, advisors often spend more time on back-end tasks than actually interacting with their clients. In fact, surveys have ...

Traditional document management systems are plagued by inherent limitations. Navigating their compliance challenges and security vulnerabilities increasingly resembles a labyrinthine puzzle. Such ...

There are many reasons for businesses to manage electronic files and digitize their documents. Creating a structure to organize and share information is one benefit; as is reducing paper, creating ...

Veteran document manager gets an interface makeover and more-polished tools. Nuance PaperPort Professional 12 ($200 as of 10/15/09) is the latest upgrade of an electronic document management system ...