CPA Practice Advisor - 10

REVIEW: DOCUMENT MANAGEMENT

DOCUMENT MANAGEMENT SYSTEMS

iChannel from Conarc
STRENGTHS:
* Can handle complicated
document management
needs
* Handles the majority of the
implementation process
* Stores documents
indefinitely
POTENTIAL LIMITATIONS:
* Requires significant setup
and training
* Will need to purchase
multiple add-on modules to
get the complete benefit of
the application

Onvio Documents
STRENGTHS:
* Excellent integration with
CS Professional Suite
applications
* Mobile app available for
both iOS and Android
devices
* Tracks the status of
requested documents
POTENTIAL LIMITATIONS:
* Cannot be used as a
stand-alone application
* Offers limited integration
outside of CS Professional
Suite

www.conarc.com

iChannel from Conarc is
designed for businesses with
complex document management requirements. Suitable
for a variety of businesses
including accounting and
legal firms, construction and
contractor industries as well as
real estate companies, iChannel offers both on-premise
and cloud hosted deployment

options. Along with document management, iChannel
also offers a variety of separate modules including CRM,
Email Management, Workflow Management, and Client
Portals that are designed to integrate.
For smaller firms, Conarc offers iChannel in the Cloud,
which combines document management with CRM and
a client portal. For those purchasing the more robust
on-premise application, implementation and training is
usually completed by Conarc staff.
iChannel is better suited for larger firms. The application currently offers document management and storage

https://tax.thomsonreuters.com/onvio/documents/

Well-suited for accounting
firms of any size, Onvio Documents is part of the Onvio Firm
Management suite of applications from Thomson Reuters.
Onvio also includes time and
billing and an online client
center that functions as a
portal. Designed to be used as
part of the firm management
suite, Onvio Documents is not

offered as a stand-alone document management application. Onvio Documents includes easy integration with
CS Professional Suite applications including UltraTax CS.
Cloud-based for easy online access, Onvio Documents
also includes a free mobile app for both iOS and Android
devices, with users able to access all features directly
from the mobile app, including the ability to snap a photo
of a document and later enhance the photo using the
tools provided in the app. Stored documents can also be
accessed using the mobile app, with users able to scan
and upload documents from mobile devices directly to

PSIsafe from PSIGEN

www.psigen.com

After its purchase of both Cabinet SAFE and Cabinet
SAFE Cloud in 2017, PSIGEN introduced a new product:
PSIsafe. Well-suited for midSTRENGTHS:
* Integrates with
sized and larger companies,
QuickBooks
PSIsafe offers excellent docu* Contains an open API
ment management solutions
* Suitable for a variety of
business types
for a variety of business types,
POTENTIAL LIMITATIONS: including financial services
* Better fit for larger firms
companies, healthcare, and
human resources. PSIsafe offers both on-premise and
cloud deployment options with a mobile app available
for both iOS and Android devices.
PSIsafe offers an updated user interface that is

2020

designed to mirror a traditional file cabinet, making
it easier to located a stored document. The application
supports multiple file formats with all documents stored
in their original format and an option to convert any file
to PDF if desired.
PSIsafe uses both repositories and cabinets to store
documents, with repositories categorized by group.
Each repository in PSIsafe can be customized by users
as desired. Once a repository has been created, users can
then create individual cabinets for each repository, with
the option to create an unlimited number of cabinets for
each repository. Cabinets, like repositories, are completely
customizable; users are able to choose from a variety of

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2020 OVERALL RATING

Read the full review for
this product online at:

www.CPAPracticeAdvisor.com/
21153570

capability along with Workflow Management, a Client
Portal, CRM, and Email management, with all modules
priced separately but designed to work together. For those
looking for a less complex application, iChannel in the
Cloud is available and includes document management,
CRM, and a client portal. Those interested in either application can contact Conarc directly to obtain a custom quote.

2020 OVERALL RATING

4.75

Read the full review for
this product online at:

www.CPAPracticeAdvisor.com/
21153561

the application.
Onvio Documents is offered as part of Onvio Firm
Management. Suitable for firms of all sizes, time and
billing and a client center portal is also included with
the application. Pricing for Onvio Firm Management is
available directly from Thomson Reuters upon request.

2020 OVERALL RATING

4.75

Read the full review for
this product online at:

www.CPAPracticeAdvisor.com/
21153572

structures when setting up each cabinet. Once cabinets
are set up, users can begin adding documents to the
appropriate cabinet.
PSIsafe currently offers three plans: Business
Essentials, which is only cloud-based, and Professional
and Corporate, with both versions available as either
an on-premise solution or on the cloud. If interested in
PSIsafe, visit the PSIGEN website to request a demo or
obtain custom pricing.

Dec. 2 & 3

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10

SEPTEMBER 2020 ■

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http://www.conarc.com http://www.CPAPracticeAdvisor.com/21153570 https://tax.thomsonreuters.com/onvio/documents/ http://www.CPAPracticeAdvisor.com/21153561 http://www.psigen.com http://www.CPAPracticeAdvisor.com/21153572 http://www.ensuringsuccess.com http://www.CPAPracticeAdvisor.com

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