Document Management Systems for Accountants

The Best Electronic Document Management Systems for Accountants

Accountants can have a lot of different clients with a lot of paperwork to keep track of, and electronic document management software can help with all those papers.

Best Electronic Document ManagementIf you’re an accountant, there are times of the year when you start to feel overwhelmed.

Tax season is well underway. Your phone is probably constantly ringing, making it difficult for you to complete your important tasks on time.

And if you’re still dealing with traditional documents, your office is covered in paper. Maybe you’ve already wasted precious time today searching through the stacks on your desk or in your filing cabinet, trying to find the document you needed.

If so, you aren’t alone. Studies show that professionals spend up to 50% of their time looking for information they’ll only spend 5-15% of their time reading.

What if there was an easier way?

Document Management Systems (or DMS) can make things cleaner and easier to find. But they can be hard to navigate. In one study, 30% of respondents claimed that they had difficulty making paper documents electronic.

That’s why we work with companies all over the US that handle both document management services and software. That way, you don’t just get a program that can organize your documents — you get professionals who know how to scan your documents and make them easy use, too.

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Your time is valuable. You have a lot of work to do before April 15 rolls around. It’s time to make your life a little easier by organizing.

If you’re interested in finding the best DMS provider for you, we can help. We’ll help you pick the perfect one for you, and help you scan your documents over. But if you want to do some research first, here are some options to consider.

Document Management Software For Accountants


eFile Cabinet LogoeFileCabinet was voted the most popular document management software. Marketing itself as “the partner you can trust,” eFileCabinet promises safety and security.

Accountants deal with very sensitive information, so it’s important that their files are carefully guarded.

And no one knows this better than eFileCabinet. This program is perfect for accountants because it was designed by someone who knows them intimately — a CPA.

Give yourself and your client peace of mind by choosing a DMS that keeps their information protected. Compare Price Now


Box LogoA simple but powerful system, Box is another system that prides itself on security.

One of the added features of Box is its accessibility. With cloud storage, you can view and update your files from anywhere. You can work together with your co-workers, even if you aren’t in the same room.

With several options for pricing, Box helps you get the perfect system to match your needs. It also offers integration with several partners, including IBM.

This program could be useful for a remote team, or for an accountant who needs to do a lot of work from home. Compare Price Now


iChannel LogoiChannel boasts an impressive list of features, including secure file sharing and easy posting to a client portal.

It’s a system that offers it all — maybe, more than you ever thought you needed. It’s designed for efficiency and compatibility, easily working with in-house or hosted solutions.

It is not a DMS that was created specifically for accountants, but that isn’t necessarily a problem. iChannel has worked with accounting firms, so they know the specific needs that they have.

This DMS might just be the solution for a larger firm looking for a way to handle all the complex needs they have.

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Doc.It LogoDoc.It is, specifically, a “document management & workflow software for accountants.”

Designed for your specific field, it could be just the thing you were looking for. With programs for firms of all sizes, Doc.It does its best to offer solutions for any kind of firm.

It integrates with the things accountants need it to, including tax and audit software. This program knows exactly what an accountant needs, and strives to meet those needs.

Although not the most customizable option (you have to buy the whole suite), this could be an excellent solution for those looking for a one-stop answer. Compare Price Now

Cabinet SAFE Cloud

Cabinet SAFE Cloud LogoIf you want to know if Cabinet SAFE Cloud is a good program for accountants, you don’t have to take their word for it — it earned 4.5 out of 5 stars from CPA Practice Advisor.

Offering everything from Document Capture & Scanning from Document Storage, Search, & Retrieval, this program can be used throughout multiple stages of the DMS process.

Cabinet SAFE offers a wide range of services, easily customizable for any industry. This makes it easy for any firm to use it to suit their needs.

This might be the solution for a firm that needs flexibility and has unique needs. Compare Price Now


GoFileRoom LogoCreated by Thompson Reuters, GoFileRoom has the advantage of being created for accountants.

This program may not be perfect for everyone, though. GoFileRoom has very specific browser requirements. But for a firm that has already worked with Thompson Reuters, this can be a great, familiar tool for them to use.


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How to decide which document management systems are best for your accounting firm

We’ve listed plenty of products here. But this is only a start. A DMS doesn’t necessarily help you scan things into your system. There can be a learning curve involved if you’re trying to do it on your own.

And the truth is, there are a lot of things to consider when picking a DMS provider.

Every system is going to have its strengths and weaknesses. Do you know what your firm needs to succeed? How do you even start to decide on something like that?

Some things you have to take into account are:

  • How many people will use the system
  • How many documents will be scanned weekly
  • How many locations will need remote access to the documents
  • What systems it needs to be compatible with
  • Whether or not you need it to be mobile compatible
  • How much support you’ll need
  • If the program is up-to-date
  • What your budget is
  • And more …

This can be overwhelming. And this time of year, the last thing you need in your life is more stress. You deserve someone who will help you make these decisions, so you can focus on your clients and their needs.

That’s where we come in.

Let us help you find the perfect DMS providers for you, walking with you every step of the way, so that when Tax Day comes, you’ll have everything exactly where you want it — finished.