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Description
It's time to eliminate paper files and the associated storage costs. Thomson Reuters GoFileRoom is an electronic document management system hosted in the cloud, specifically tailored for tax and accounting professionals. This software is equipped with a comprehensive set of features that allow your firm to access document storage anytime, anywhere. Staff members can effortlessly link client documents to their workflows as they upload files into the web-based DMS. By doing so, you can simplify your operations and work towards achieving a completely paperless environment. Additionally, GoFileRoom can be integrated with other software solutions, further enhancing efficiency and savings. The platform allows you to utilize highlighted text from any application to search for documents and workflows, or you can easily find documents through keywords or saved search options. Accessing GoFileRoom online ensures that you’re always working with the most current version of the software. This transition not only cuts costs by removing the need for paper files, storage fees, postage, and manual tasks, but also promotes a more organized workflow. Furthermore, you can create adaptable document retention policies that align with your business needs while accommodating exceptions when required for flexibility. This ensures your firm can navigate regulatory requirements without sacrificing efficiency.
Description
MetaDocs by MetaOption LLC is a complete document management system that seamlessly integrates with Microsoft Dynamics 365 Business Central.
MetaDocs allows you to quickly scan documents into Dynamics 365 Business Central. You can also drag and drop electronic documents from multiple locations directly into NAV. Users can create rules to store different types of documents in Business Central. These rules can be set up on the SharePoint Intranet, local file storage, cloud storage, or in a specific location. You can access your data from anywhere outside your office with any Web Browser, or mobile using our Android and iOS apps.
API Access
Has API
API Access
Has API
Integrations
Microsoft OneDrive
Adobe Acrobat
Box
GoSystem Tax RS
Google Drive
Microsoft Azure
Microsoft Dynamics 365
Microsoft Dynamics 365 Business Central
Microsoft Excel
Microsoft Power Automate
Integrations
Microsoft OneDrive
Adobe Acrobat
Box
GoSystem Tax RS
Google Drive
Microsoft Azure
Microsoft Dynamics 365
Microsoft Dynamics 365 Business Central
Microsoft Excel
Microsoft Power Automate
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Thomson Reuters
Founded
2008
Country
Canada
Website
tax.thomsonreuters.com/us/en/cs-professional-suite/gofileroom
Vendor Details
Company Name
MetaOption
Founded
2005
Country
United States
Website
www.metaoption.com/metadocs-document-management-add-on-for-dynamics-nav/
Product Features
Document Management
Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control
Product Features
Document Management
Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control