Workflow File Sync & Share
Workflow File Sync & Share – Overview of the wild west in the cloud. aBIZinaBOX has developed as a professional services firm rather than a CPA firm that dabbles in apps for the same reason that each of the Big 4 firms use the model…you don’t gain traction doing a wide range of things poorly. In our case, we are competitive with those firms in knowledge and expertise by limiting the verticals we work in to those we really have expertise in. We start our analysis with CPA firms….something we have particular expertise with as we are one. Let’s start with some examples from the market…SmartVault.com, Drake SureFileFlow and two higher end workflow products Karbon and Canopy Taz.
Our plans, at this stage are something along the lines of:
- Explaining what the product does or doesn’t do.
- Ask the vendors what they would want us to look at in seeking to understand the product.
- We will kick the tires and then compare the with the fully build out best of breed Enterprise solution aBIZinaBOX operates its practice on, and then taking suggestions we get from some of you hopefully we will see what we can build with the Apps we deploy with clients and workato.com recipes to customize the workflows.
- We commit that we are going to pursue this without an agenda, offer the vendors the opportunity to participate, and present our conclusions for everyone to vote on up or down.
Karbonhq.com Workflow File Sync & Share
Karbon provides visibility across your practice so you can work better as a team.
The central place for your client work, communication and team collaboration, Karbon puts the information your team needs at your finger tips, helping you stay on top of your game.
Designed to keep everything in one place, there’s less wasted effort picking up and putting down work or asking for information.
With client communication visible to everyone, not buried away in individual inboxes, and all your work planned out in the same place you can quickly see how work is progressing without interrupting the team
Drake SecureFilePro Workflow File Sync & Share
SecureFilePro™ is a secure client file exchange web portal, letting you and your clients exchange confidential documents securely and conveniently. Spend less time printing, faxing, emailing or mailing returns and other documents. Just upload PDFs, and let your clients access at their convenience.
- Get files from your client – Your client can upload W-2s and other tax documents to your SecureFilePro site.
- Send files to your client – You can upload your client’s finished tax return and other documents. Your client can sign in and download whenever it’s convenient, and from any computer with Internet access.
- Works with Drake Document Manager – Create a client folder and upload documents all at once, with one click.
- Custom-branded with your company logo, name and URL.
- Security is built in – Your site and files are always protected by tough, industry-standard security measures. All transmissions are secure, and files are encrypted at rest on the server. At all times, clients can view and access only their own documents.
- Safeguard sensitive documents – Don’t risk sending confidential documents openly by fax or email. Share and transfer them the smart, responsible way, with SecureFilePro.
- Easy to use – SecureFilePro is web-based, and works with just about any browser and computer. Uses folders and files, just like your computer. Uploading, downloading, renaming, and deleting files is simple, obvious and quick