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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

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 Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Microsoft OneDrive Yes 
Adobe Acrobat Yes 
Axis LMS Yes 
Box Yes 
GoSystem Tax RS Yes 
Google Drive Yes 
Microsoft Azure No 
Microsoft Dynamics 365 No 
Microsoft Dynamics 365 Business Central No 
Microsoft Excel Yes 
Microsoft Power Automate Yes 
Microsoft SharePoint No 
Nekton.ai Yes 
Stackreaction Yes 
Zapier Yes 

Integrations

Microsoft OneDrive Yes 
Adobe Acrobat No 
Axis LMS No 
Box No 
GoSystem Tax RS No 
Google Drive No 
Microsoft Azure Yes 
Microsoft Dynamics 365 Yes 
Microsoft Dynamics 365 Business Central Yes 
Microsoft Excel No 
Microsoft Power Automate No 
Microsoft SharePoint Yes 
Nekton.ai No 
Stackreaction No 
Zapier No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) Yes 
Online Support No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) No 
In Person Yes 

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 No 
Archiving & Retention No 
Collaboration Tools No 
Compliance Tracking No 
Document Archiving No 
Document Assembly No 
Document Capture No 
Document Conversion No 
Document Delivery No 
Document Indexing No 
Document Retention No 
Electronic Signature No 
Email Management No 
File Recovery No 
File Type Conversion No 
Forms Management No 
Full Text Search No 
Offline Access No 
Optical Character Recognition No 
Print Management No 
Version Control No 

Product Features

Document Management

Access Controls No 
Archiving & Retention No 
Collaboration Tools Yes 
Compliance Tracking No 
Document Archiving Yes 
Document Assembly Yes 
Document Capture No 
Document Conversion No 
Document Delivery No 
Document Indexing Yes 
Document Retention Yes 
Electronic Signature No 
Email Management No 
File Recovery No 
File Type Conversion Yes 
Forms Management No 
Full Text Search No 
Offline Access Yes 
Optical Character Recognition Yes 
Print Management No 
Version Control Yes 

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