CPA Practice Advisor - 19

CLIENT PORTAL SYSTEMS: REVIEW
Cloud Cabinet Client Portals
www.accountantsworld.com
Cloud Cabinet from AccountantsWorld
offers both document management
capability as well as client portals.
Well suited for small to mid-sized
accounting firms, Cloud Cabinet can
be used as a stand-alone document
management and portal solution, or
ideally used in conjunction with other
AccountantsWorld applications.
Cloud Cabinet offers an unlimited

number of client portals for one price,
with each portal completely customizable, with firms able to create a custom
structure for each client. Users can also
opt to use the default file structure or
choose to customize the portal for
some clients, while using the default
structure for others. Like the structure
itself, folder rights can be customized
for each client, with individual rights
assignable to both folders as well as

any sub-folders. Users can set up client
rights and permissions during product
setup, or return to each client individually to add, edit, or delete permissions
when necessary. Cloud Cabinet supports a variety of file formats including
Microsoft Word, Excel, and PowerPoint,
as well as all common image formats.
Those interested in Cloud Cabinet
can contact AccountantsWorld directly
for pricing information or purchase the

Citrix ShareFile
www.sharefile.com
Citrix ShareFile is a comprehensive file
sharing application well suited for any
business, including accounting firms,
that need to share documents with
clients or customers. Along with file
sharing capability, Citrix ShareFile also
includes document storage capability, a
secure email, application, and file sync
capability that allows users to sync a
folder on a desktop or laptop and later
sync the folder contents with ShareFile.

ShareFile offers excellent scalability, with three plans available, as
well as the Virtual Data Room which
is perfect for businesses that share
highly confidential documents and
desire additional security measures.
A mobile app is also available for both
iOS and Android devices. The ShareFile
portal can be completely personalized
and branded to include a business logo
and color scheme.
Citrix ShareFile offers four plans,
making the product well suited for

businesses, including accounting
firms, of any size. The Standard Plan
is $10.00 per month and is a single-user
plan. The Advanced Plan is $77.00
per month and is a 5-user plan. The
Premium Plan is $122.00 per month,
and is also a 5-user plan that offers
custom workflow capability and the
ability to request and send electronic
signatures. Finally, the Virtual Data
Room is available for firms sharing
highly confidential documents, offering
advanced document security options.

ImagineShare from ImagineTime
www.imaginetime.com
ImagineShare is a new client portal
now offered by ImagineTime, a comprehensive Practice Management suite
of applications well suited for both
the accounting and the legal profession. In addition to ImagineShare,
ImagineTime also includes time and
billing, due date tracking, a CRM, and
reporting and analytics. Intended as a
workflow and communication platform
between client and firm, the client
portal makes it easy share documents

with clients in a safe, secure fashion,
providing a real time communications
record for each client. A mobile app is
also available for both iOS and Android
smartphones and tablets, with users
able to access, upload, and download
documents from their device.
The ImagineShare client portal
can be easily branded with any firm's
identifying information including a
logo and color scheme. Upon logging
in to the portal, a list of all clients will
be displayed, along with their contact

information. Once a client is chosen,
a chronological view of all activity
that has taken place between the
firm and the client will be displayed.
Other options that can be accessed
include Taskflows, Files, Details,
Contacts, Assigned Staff, Billing, and
Integrations.
ImagineShare, the client portal
recently added to ImagineTime is an
excellent addition to a very strong
application and will drastically reduce
the amount of paperwork that needs

4.75

2019
OVERALL
RATING

application directly from the AccountantsWorld website. Additional storage
is available to purchase as well, and all
AccountantsWorld applications come
with a 60-day money back guarantee.

Read the full review
for this product online at:
www.CPAPracticeAdvisor.com/
21107795

4.75

2019
OVERALL
RATING

With the exception of the Standard
Plan, additional users can be added to
any plan, and all plans offer unlimited
storage capability. For those interested
in Citrix ShareFile, a free trial for any
of the plans is available from the Citrix
website.

Read the full review
for this product online at:
www.CPAPracticeAdvisor.com/
21107791

5

2019
OVERALL
RATING

to exchange hands. The ImagineTime
Client Portal is available for $25 per
user, per month, based on yearly billing, or $35 for month-to-month billing.
The Full Practice Management solution
includes the Client Portal, Time & Billing, and Due Date Management and is
available for $70 per user, per month.

Read the full review
for this product online at:
www.CPAPracticeAdvisor.com/
21107787

Read all reviews for CLIENT PORTAL SYSTEMS online at:
www.CPAPracticeAdvisor.com/21106771
OCTOBER 2019 ■

www.CPAPracticeAdvisor.com

19
http://www.accountantsworld.com http://www.CPAPracticeAdvisor.com/21107795 http://www.sharefile.com http://www.CPAPracticeAdvisor.com/21107791 http://www.imaginetime.com http://www.CPAPracticeAdvisor.com/21107787 http://www.CPAPracticeAdvisor.com/21106771 http://www.CPAPracticeAdvisor.com
CPA Practice Advisor

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