Document management

Smart Eye Technology releases screen privacy and document security platform; Wolters Kluwer TeamMate+ named finalist in Saas Awards; and Mode app now allows instant Bitcoin transfer.

Establish a communication plan now, so your firm can come out of this crisis stronger than ever. Here are three key steps to follow.

Accountants are left disgruntled with a lack of information.

Sometimes it can feel like now, it’s up to the client to do their part so you can do your job. In many ways, you’re right.

The money is earmarked to extend the company’s product suite and expand in Europe, Australia and North America.

The platform integrates with QuickBooks Online, Lacerte Tax, and Dropbox.

The data engineering company has released an online document analytics platform that can convert documents to data points, including visualizations.

The tax automation software provider will use funding from Bregal Sagemount to enhance its products including 1040Scan and TaxCaddy.

Avii updates practice management software, and Onguard names new CEO.

Payroll is an area in which tech companies are continuing to innovate as accountants are increasingly interested in offering value-added services such as these to their clients.

Shredding paper documents and destroying digital files are critical for data security.

Chicago-based Top 100 Firm Grant Thornton now offers Ephesoft Smart Capture solutions for managing unstructured data.

Red Wing Software releases version 14, Oracle named market leader by Gartner, and Tradeshift intros new payment tool.

Randy Johnston of K2 Enterprises presents the lay of the technology landscape at the AICPA Engage conference.

Xero has appointed Hubdoc co-founder Jamie McDonald as executive general manager of product, accounting and global services

Doc.It, which provides document management, workflow, document storage and web portal products for accounting firms, now offers DocuSign eSignature integration in the Doc.It Suite and Doc.It Connect portal products.

Founder Alexis Prenn will stay on as board chairman; Adrian Blair will take the reins.

The familiar format is still ubiquitous in the profession. Here are some ways accountants can use the technology to its full capability.

Three ways a document management system can support a retention policy.

Considering how much time I spend in front of a monitor, I was surprised when I recently printed a history sheet on the Epson WF-6590 that’s been my mainstay network printer for the past year and a half.