Dropbox DocSend vs. Wolters Kluwer CCH ProSystem fx

DocSend works really great if you want to send out a doc to a prospect and want to track when they open it and what content they view. The reporting on this works really well and I've been happy with this functionality. Where it falls short is when you're trying to use it for a live demo utilizing the join.me integration. There are a lot of issues when you try to switch your screen and it only works 2/3s the time. I'd prefer an all-in-one solution instead of this Frankenstein model.

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It does well with preparing tax returns once all the updates are in. It does a good job of providing report creation flexibility. Their multiple applications communicate well with each other. The Engagement module which is designed for audits needs improvement. So does their Scan module which is designed for document management.

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• Additional information from users who have already downloaded the files or material.
• Additional information if the download link(s) have been resent.
• Password encryption if necessary.
• Email verification for third-party download via email.
• Add-ons with other platforms and applications, such as Outlook and Gmail.
• Seal of documents by electronic signature

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• Robust tax preparation
• Workflow management for teams
• Integration with other apps

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• DocSend has a newer feature called Spaces, it lets you place multiple files into a single "deal room". Unfortunately for us, we need it to support nested file structures for larger content sets. Their support team says this is on the way.
• I'd like to be able to change the icons for links add to Space, currently, they're a default icon.
• Navigating the UI is just a bit laborious, it feels like it should be easier to get to link creation since that is what you're doing 90% of the time you go to the site.

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• There are times in which the program does freeze/stopped processes
• The binder search feature could be enhanced for easier use
• Ability to change a client name and have it reflected in the local file room

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The platform and UI are great. never faced any problems.

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I haven’t used the support as our internal teams do a great job of fixing and supporting our DocSend use.

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DocSend is more convenient than DocuSign if you are already using Dropbox, otherwise a lot of these solutions come down to pricing and preference on user interface. For us, DocSend was great until our needs changed to needing a more sophisticated contract management tool. With further integrations and API accesses in the future, I think it will be easier to have all systems communicating and working together .

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Intacct is what we use for data input and management. It is on cloud like CCH ProSytem fx is. We can use it anywhere, away on a conference, work from home, work offsite, as long as we have a laptop and internet. There is nothing to install on your computer, you just need the link and your username and password to log in. Microsoft Dynamics GP was used for 3 years and we finally abandoned it after trying out QuickBooks. The interface was not user friendly. We used QuickBooks for 3 years before we transitioned to Intacct, there was always something broken--no major issues, just small problems--and we got fed up.

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• For about $100 you can optimize all
• Of your pipelines that rely on decks or documents - worth it!
• The time you’d spend having to send each link to individual clients without tracking is well worth the $100 on the product
• We’ve been able to close our fundraising round and increase partnerships by utilizing DocSend - would recommend!

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