GoFileRoom - Thomson Reuters

GoFileRoom

Website: http://www.thomsonreuters.com/ | http://es.thomson.com/gofileroom/

Catagory: Enterprise Content Management - Accountants in Public Practice

 

Best Fit

Mid- to large-size firms. Designed to work with the Thomson-Reuters suite of products, but may be used across other industries at an enterprise level as well.

Strengths

  • An intuitive interface that can be customized to your needs
  • Sophisticated workflow technologies
  • Fast scanning, document import features, and numerous other efficiency features
  • Convenient storage and retrieval of files
  • Seamless and meaningful integration with core tax and accounting applications
  • The convenience of a web-hosted solution
  • Enterprise security and control

Brief Product Description and Pricing

GoFileRoom combines comprehensive document management, scanning, and workflow technologies with the power of the Internet to provide firms with a single tool to efficiently manage, secure, and streamline the workflow process.

Pricing for GoFileRoom varies by users and space requirements. A quote must be provided by your Account Representative.

Technical Specifications

Please visit https://cs.thomsonreuters.com/support/systemrequirements/default.aspx for a full list of technical specifications.

Integration with Accounting and Ease of Setup

GoFileRoom is a web-based solution requiring high-speed Internet connectivity. The application is straight forward and can be set by in-house staff without significant technical expertise.

Representative Client List (if available)

GoFileRoom is used by a number of firms across the United States. Ask an account representative for a comparable firm listing.

Company History and Contact Information

Thomson Reuters shares are listed on the New York Stock Exchange (NYSE: TRI); Toronto Stock Exchange (TSX: TRI); London Stock Exchange (LSE: TRIL); and Nasdaq (NASDAQ: TRIN). Thomson Tax & Accounting employs over 3,800 people across the United States, and serves the tax, accounting, compliance, professional, and government markets. GoFileRoom Account Representatives can be reached at 800-726-1040 or This email address is being protected from spambots. You need JavaScript enabled to view it.

Employees:3,800 + US
Markets:Tax, accounting, compliance, professional, and government
Stock listing:New York Stock Exchange (NYSE: TRI)
Toronto Stock Exchange (TSX: TRI)
London Stock Exchange (LSE: TRIL)
Nasdaq (NASDAQ: TRIN).

GoFileRoom Account Representatives can be reached at 800-726-1040 or This email address is being protected from spambots. You need JavaScript enabled to view it.

Commentary (The following is provided by the Editor with notes and comments from others.)

GoFileRoom offers:

  • Web-based document management—Locate and deliver documents electronically to clients any time, anywhere you have an Internet connection.
  • A highly configurable solution—Customize drawers, index structures, workflows, and reports so files can be easily located according to the requirements of each department.
  • Fast and easy document searching—Quickly find any document using the new innovative QuickLaunch tool, or other options.
  • Flexible email capabilities—Quickly attach files and email them to your clients, send dynamic document links, and secure outgoing PDFs with on-the-fly passwords.
  • Fast, efficient scanning of all documents—Scan documents in bulk and organize with the highest degree of accuracy by leveraging barcode and OCR (Optical Character Recognition) technology.
  • Efficient annotation options—Speed up the preparation and review process by leveraging Acrobat’s native document handling, which enables you to quickly annotate, bookmark, merge, append, and highlight documents.
  • Extended integration with Adobe® Acrobat®—Use TaxTools to run an electronic calculator tape, optimize dual monitor views, and apply hundreds of accounting specific tickmarks.
  • Easy records retention and maintenance—Establish firm-wide document retention policies to comply with records retention requirements and give you maximum security and control. Two independent sign-ons are required to permanently delete and destroy documents.
  • Efficient management of files for ALL departments—A true firm-wide solution, GoFileRoom ES allows you to store all client service and internal department documents in one centralized location for quick access.