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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
Embrace a paperless lifestyle with our speedy PDF scanner, enabling you to keep all your essential documents organized in a convenient mobile office directly on your smartphone! Effortlessly scan and share documents with just a few taps, and easily print contracts and invoices straight from the app. To ensure your sensitive information remains protected, you can lock folders and files with a PIN for added security. The app also features a user-friendly file manager that includes folders, drag and drop functionality, and various document editing capabilities. You can easily add text to forms or use custom templates for autofilling documents. Additionally, mark up your files by covering or blurring out any text that should remain private. This secure, free scanner app guarantees that all scanned or exported documents are stored locally on your iPhone, ensuring that neither we nor any third party has access to your information, giving you peace of mind with every scan you make. With our app, you can streamline your document management while keeping your data safe and secure.
API Access
Has API
API Access
Has API
Integrations
Google Drive
Adobe Acrobat
Axis LMS
Box
Dropbox
Evernote
GoSystem Tax RS
Microsoft Excel
Microsoft OneDrive
Microsoft Power Automate
Integrations
Google Drive
Adobe Acrobat
Axis LMS
Box
Dropbox
Evernote
GoSystem Tax RS
Microsoft Excel
Microsoft OneDrive
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
BPMobile
Website
bpmobile.com
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
