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Average Ratings 0 Ratings

Total
ease
features
design
support

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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

Sentry File provides a seamless solution for combining physical and digital documents within an online filing system. This platform encompasses all essential tools required by modern digital workplaces, all conveniently packaged in a web-based format. Users can swiftly build a comprehensive digital archive of crucial business documents. Paper documents can be easily incorporated using various compatible scanning methods, such as Twain, Scan-To-Email, Scan-To-FTP, or Scan-To-Folder. Additionally, users can upload a wide array of electronic files, including Microsoft Office formats, audio, video, and nearly any other type of file. The management process is streamlined by an incredibly user-friendly graphical interface. The Professional and Small Business Editions are particularly well-suited for small to midsize enterprises that need an economical way to safeguard important paper documents. Furthermore, the highly adaptable Sentry File Corporate and Enterprise Editions cater to large organizations that require an effective and straightforward approach to disseminate documentation both locally and globally, ensuring that all team members have access to essential information. With its versatile features, Sentry File is designed to meet the diverse needs of businesses of all sizes.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Adobe Acrobat Yes 
Axis LMS Yes 
Box Yes 
GoSystem Tax RS Yes 
Google Drive Yes 
Microsoft Excel Yes 
Microsoft OneDrive Yes 
Microsoft Power Automate Yes 
Nekton.ai Yes 
PSIcapture No 
Stackreaction Yes 
Zapier Yes 

Integrations

Adobe Acrobat No 
Axis LMS No 
Box No 
GoSystem Tax RS No 
Google Drive No 
Microsoft Excel No 
Microsoft OneDrive No 
Microsoft Power Automate No 
Nekton.ai No 
PSIcapture Yes 
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 No 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
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) No 
Online Support Yes 

Types of Training

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

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) Yes 
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

CutCom Software

Website

www.sentryfile.com

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

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