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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

In today's world, communication occurs through various channels such as social media, text messages, emails, and phone calls, leading to an increase in customer interaction methods. To enhance the usability of documents for employees and business applications, it is essential to continue digitizing these records. The advantages of this transition are significant, including cost reduction, faster customer response times, and enhanced operational flexibility. Tessi provides a comprehensive solution that integrates all types of incoming digital or physical workflows into a single platform, catering to both mail rooms and industry-specific documents. Explore our diverse offerings that include multi-channel scanning, automatic document recognition and sorting, streamlined email management, and automated extraction and verification of supporting documents. By leveraging advanced OCR/ICR technologies along with automation and semantic analysis, we significantly improve the processes of reading, extracting, indexing, and categorizing your documents, ensuring more efficient management of your information. Embrace the future of document handling with our innovative solutions designed to meet your evolving needs.

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 
Scal-e 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 
Scal-e 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 Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

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

Customer Support

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

Types of Training

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

Types of Training

Training Docs Yes 
Webinars No 
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

Tessi

Founded

1971

Country

France

Website

www.tessi.eu/en/

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 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 

Enterprise Content Management (ECM)

Archiving & Retention No 
Collaboration Tools No 
Content Lifecycle Management No 
Digital Asset Management No 
Document Management No 
Electronic Signature No 
Information Governance No 
Mobile Access No 
Search No 
Version Control No 
Workflow Management No 

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