Document Management Selector

Welcome to our document management solution product selector.

The Internet has fundamentally changed the practice of public accounting by exponentially expanding our productivity and by providing an enormous array of professional tools. Expanding options for practitioners actually seems to be a double-edged sword, though: We (mostly) have a preference for variety and even for novelty, and, the more choices we have, the better the chance that we will each find the product we really want. But too many choices can actually paralyze people, leaving them, paradoxically, worse off.

The number of document management products aimed specifically at the public accounting profession abounds. And perhaps it's that expansive array of choices that's paralyzed nearly two-thirds of the public accounting firms in America to the point of inaction, leaving them without the one tool absolutely required as the centerpiece of their journey toward the digital future.

The CPA Technology Advisor's document management solution product selector presents a series of comprehensive questions for you to answer. Your responses will trigger a report upon completion of the survey that suggests three appropriate DMS products for your firm. We believe that this tool will help your firm narrow the available products to those that best fit your stated criteria as you begin your journey into the era of digital documents.

Thank you!

Gregory L. LaFollette, CPA.CITP
Executive Editor
The CPA Technology Advisor