Document storage software hosted in the cloud

It’s time to banish paper files and storage fees. Thomson Reuters GoFileRoom is cloud-based electronic document storage software designed for tax and accounting professionals. GoFileRoom offers an arsenal of features to give your firm 24/7 access to document storage in the cloud. Your staff can quickly associate client documents to workflows while uploading files to the web-based DMS. Streamline your processes and create a truly paperless office. Plus, integrate GoFileRoom with other products to save even more time and money.

Features

• **Intuitive search: **Use highlighted text from any application to query documents and workflows or locate documents via keywords or saved searches.
• **Cloud-based convenience: **You access GoFileRoom online, so you're always using the latest software version.
• **Cost savings: **Reduce costs by eliminating paper files, storage fees, postage, and manual administrative tasks.
• **Maintain records easily: **​Establish flexible document retention policies that meet business requirements but include exceptions when necessary.
• **Save time with ScanFlow: **Automatically identify documents as they're scanned and file them in the appropriate places using Thomson Reuters ScanFlow.
• **Enterprise-level security: **Maintain full control of your documents while ensuring their integrity using our advanced security features.
• **Process Automation: **Save time with user friendly API’s and Integrated Apps. GoFileRoom can automate processes using Microsoft Power Automate and Zapier. Automate your day-to-day tasks and build workflows between GoFileRoom and other apps.
• **Client Connections: **Enhance client service by offering secure client portals to instantly exchange documents and data, offering 24/7 online access to your services.