Finding a good file sharing and document management software can be challenging. Which is why, after polling Accountants, CPA Firms, Bookkeepers, and Chartered Accountants, we put together a list of some of the most popular applications available.
SmartVault
What it does:
Store your files online, safely share them with others & access them right from inside your apps.
Main Features:
- Flexible storage space
- Securely sharing in and with leading accounting applications and platforms
- Create a custom client portal
- View and edit files without buying extra software
Free Trial: (Yes/No)
Yes
Pricing:
Depending on the platform, starts at $35/user or $360/year
Cloud based?
Yes
Website:
Box
What it does:
Box provides businesses with secure cloud storage of all company files and allows easy access sharing and collaboration on any device.
Main Features:
- Secure File Sharing
- Online Collaboration
- File Synchronization
- IT and Admin Controls
- Enterprise Security
- Policy and Workflow Management
Free Trial: (Yes/No)
They have a personal plan that is free, good for 1 user.
Pricing:
Plan starts at $6 per user per month
Cloud based?
Yes
Website:
Office 365
What it does:
Office 365 gives you access to Office applications anywhere, at anytime thus making file updating and collaboration more convenient.
Main Features:
- Cloud-powered office
- Email and Calendaring
- File sharing
- Online Conferencing
- View and edit files on mobile device
- Create, edit and share Office documents from any browser
Free Trial: (Yes/No)
Free trial is available for Office 365 Business and and Office 365 Business Premium Plans only
Pricing:
Plan starts at $5 per user per month (1 year lock-in)
Cloud based?
Yes
Website:
http://office.microsoft.com/en-001/business/what-is-office-365-for-business-FX102997580.aspx
Dropbox
What it does:
Dropbox makes sharing and syncing files as well as team collaboration safe,easy and convenient
Main Features:
- Works with any app, any device, anywhere
- Reduced strain on IT, unlimited file recovery, device management
- Complete audit log, remote wipe, sharing controls
- Secure company information
Free Trial: (Yes/No)
Yes, 14-day free trial
Pricing:
Plan starts at $15 per user per month
Cloud based?
Yes
Website:
https://www.dropbox.com/business
ShareVault
What it does:
ShareVault provides virtual data rooms and secure document sharing solutions for businesses
Main Features:
- Document Control
- Present & Organize Your Content
- Monitor User Activity
- Fast & Easy Web Application
- Accelerate Document Review
- Accelerate Preparation
- Integrate With Your Existing Technology
- Secure & Reliable Cloud Infrastructure
Free Trial: (Yes/No)
Yes
Pricing:
Plan starts from $189 per month
Cloud based?
Yes
Website:
1040 Bridge
What it does:
1040 Bridge provides a simple and effective way to send and store tax returns.
Main Features:
- Get Paid Faster – Payment Protect Tax Returns
- Document Management
- Secure Share with Third Parties
- Client Follow-Up Made Easy
- 7216 Compliance
- Tax Software and Scanner Integration
- Enhanced Security Measures
Free Trial: (Yes/No)
Yes, 30-day free trial
Pricing:
Plan starts at $50 per month
Cloud based?
Yes
Website:
Doc.It
What it does:
Doc. it helps accountant be more efficient and effective when gathering, processing, storing, and delivering documents
Main Features:
- Main Dashboard
- Inbox
- Scan and Organize
- Policy Manager
- Work Binders
- Workflow
- Cloud + Mobile
- PDF Editor
- Document Archive and Publishing
- Web Portal
- Reports
Free Trial: (Yes/No)
No
Pricing:
Pricing is not displayed publicly. To learn about prices contact Doc.It through their contact page.
Cloud based?
Yes
Website:
