GoFileRoom
Document management for tax and accounting firms.
Overview
GoFileRoom is a cloud-based electronic document storage system designed for accounting firms to store and manage client documents. It offers powerful indexing and search capabilities, workflow automation, and integration with the Thomson Reuters CS Professional Suite. It is built to handle the needs of larger firms with complex document management and compliance requirements.
✨ Key Features
- Cloud-based Document Management
- Advanced Search and Indexing
- Workflow Automation (Routing Sheets)
- Integration with CS Professional Suite
- Records Retention Policies
- Audit Trail and Reporting
- Scan and OCR capabilities
🎯 Key Differentiators
- Powerful workflow automation capabilities tailored for tax processes.
- Deep integration with the Thomson Reuters CS Professional Suite.
- Enterprise-level scalability and security.
Unique Value: Drives significant efficiency gains for firms using the CS Suite by automating document-centric tax workflows and providing a robust, centralized repository.
🎯 Use Cases (4)
✅ Best For
- Serving as the core document management system for large accounting firms using the CS Professional Suite.
- Streamlining tax workflow processes from scanning source documents to archiving final returns.
💡 Check With Vendor
Verify these considerations match your specific requirements:
- Small firms or sole practitioners with simple document storage needs.
- Firms that do not use other Thomson Reuters products.
🏆 Alternatives
Offers more powerful and accounting-specific workflow automation than more generic document management systems.
💻 Platforms
🔌 Integrations
🛟 Support Options
- ✓ Email Support
- ✓ Live Chat
- ✓ Phone Support
- ✓ Dedicated Support (Varies tier)
🔒 Compliance & Security
💰 Pricing
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