documents. Also from a client service standpoint, the firm wanted
a document management system
that could integrate well with its
portal, so clients could submit and
access documents anytime. The
firm had been experiencing a notable increase in inquiries about
document management efforts
from colleagues and clients.
Process: As an existing Thomson
Reuters client, utilizing the company’s tax software and portal, the
firm was introduced to FileCabinet CS. Even so, they attended a
couple of webinars that compared
a few systems, and read trade publications that featured other document management systems before
deciding that FileCabinet CS would
meet their integration needs. Once
the decision was made, Nielsen attended online training and webinars through Thomson Reuters and
then met with the firm’s owner to
settle on a rollout procedure, all of
which took two months between
training and testing. The firm settled on a three-year plan that would
Case Studies
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35
ultimately reduce its paper storage,
starting with current tax documents
and payroll documents. For the first
year the firm had only one person
scanning what came in, but now everyone has a scanner on their desk,
where files are ultimately stored in
FileCabinet CS.
learning curve. We are still warming clients up to the idea [of the firm
going paperless].”
Next steps: Next tax season the
firm is hoping to offer a completely paperless service, where clients
won’t a receive paper copy of their
return unless they request it.
VARnews
Questions and
reservations remain
about how to take
the first step towards
reducing years of
filed paper.
TWO DELTEK PARTNERS
BECOME INTACCT VARS
Deltek Premier partners Central
Consulting Group and Silver-Edge Systems Software have
joined the expanding Intacct
partner network. Under CCG’s
agreement, it will also help
create new applications to extend the Intacct system. Silver-Edge is a 2011 Deltek Premier
partner with a focus on project
accounting.
Results: “We are not quite to
the phase of having the efficiency
we want — we are still reviewing
manually — but I think by next
year we will see more efficiency,”
said Nielsen. “We went into this
thinking it would be a year or two
CAS NOW OFFERS SAGE
MIP FUND ACCOUNTING
TACOMA, WASH. — Sage reseller
Computer Accounting Services
has added Sage MIP Fund Accounting for nonprofit and government agencies to its software
offerings. CAS also offers training, support, data conversion
and general accounting services
to manufacturing and distribution companies in California,
Washington and throughout the
Pacific Northwest region.
The firm represents Sage
accounting and enterprise
resource planning products,
including MAS 90, 200 and 500,
Sage Business Works, Sage Busi-nessVision, and Peachtree.
Smarter scanning
Firm: Horne / Ridgeland, Miss.
Size: Approximately 500 people
Product: Kwik Tag (DocSolid Inc.)
Amount spent: Software — $25,000;
annual maintenance — $4,000.
Commencement date: January
2007
On record: Business analyst Carlton Beamon
Challenge: Implement a scalable scanning solution that tightly
integrated with Horne’s Enterprise
Document Management system
while providing centralized, full-text indexing of paper from any
business unit in the firm. Consistency within processes is an ongoing strategic focus at Horne, so the
solution had to be flexible enough
to address the changing needs of
any service area within the firm.
Process: Horne discovered
DocSolid Kwik Tag through due
diligence conducted by technology
consultants iEnvision Technologies.
There were a few products of interest, but the firm ultimately found
that DocSolid Kwik Tag best fit its
needs. Horne chose Kwik Tag’s integrated add-in to the existing document management that software
users were already accustomed to,
so training is extremely simple.
“What it does is allow the user
to initiate scan reservation place-
holders within the context of the
client engagement workspace [in
the document management sys-
tem],” according to Beamon. Us-
ing barcode labels tracked by Kwik-
Tag, users verify their next barcode,
create a scan reservation in the
workspace, and place the match-
ing barcode on the paper docu-
ment. At the scanner, users select
a single firm-wide Kwik Tag scan
destination and then scan. From
there, Kwik Tag uses the barcodes
to separate the documents and
then produces a full-text search-
able PDF that replaces the original
scan reservations in the document
management system.
SWK BUYS ACCESSION
TECH’S SAGE BUSINESS
LIVINGSTON, N.J. — Sage North
America reseller SWK Technologies has entered an agreement
to acquire the Sage software
business of Ridgewood, N.J.-based technology consultant
Accession Technology. The deal
initially will be a revenue-shar-ing arrangement, in which SWK
will service Accession’s approximately 170 Sage customers.
Accession had represented Sage
MAS 90, 200 and 500, and Sage
Saleslogix CRM, in addition to
NetSuite, Salesforce.com and
QuickBooks Enterprise.
SWK has an existing Sage
reselling business, representing
MAS 90, 200 and 500, along
with Business Works, Sage X3,
Sage CRM and Act!, in addition
to its own document management business, Mapadoc Integrated EDI.
