Thomson Reuters

GoFileRoom ES is a secure, online document management, workflow, and scanning system that gives accounting firms instant access to all their documents - any time, from any location with internet connection.

"If a client calls requesting a document, we can locate it much faster, and serve our clients more efficiently. GoFileRoom ES is definitely the way to go."

-- Ed Rishebarger, Burnside & Rishebarger

With GoFileRoom ES, you can:

• Access any file within seconds and achieve a completely paperless work environment. GoFileRoom ES works seamlessly with core tax and accounting applications, so you can store any document in an instant.
• Achieve unprecedented levels of productivity: whether you are in the office, at home, or at the client's site, the sophisticated workflow features of GoFileRoom ES allow you to instantly access your work list and begin working immediately.
• Spend less time on administrative tasks and more time on activities that boost business growth and profitability; the system is exceptionally intuitive, so you'll begin to experience time savings right away.
• Provide unmatched client service by offering your clients the convenience of accessing their documents online through a secure encrypted portal, or by emailing files instantly on request.
• Reduce operating costs by eliminating paper files, storage fees, postage, and manual administrative tasks-all without the IT headaches of installing, managing, and supporting an in-house document management system.
  

Why choose GoFileRoom ES?

• Instant access: All your data is accessible from anywhere at any time, and is securely stored in state-of-the-art data centers. GoFileRoom ES is the only solution that offers complete document management, scanning, and workflow capabilities in a web-hosted environment -- combining robust functionality and 24/7/365 convenience.
• Security and Convenience: GoFileRoom ES offers dramatic security and convenience improvements at a lower cost than internal systems. With our web-hosted solution, you'll have the security of knowing your data is always there when you need it. Even in the event of fire, theft, or natural disaster, your information will remain safe and secure, residing in redundant state-of-the-art data centers.
• Rapid deployment: GoFileRoom ES can be implemented quickly, integrates easily with other applications and web sites, and is completely scalable to your company's needs. And we take care of all upgrades, so you are always using the most updated version.

• Web-based document management: Remote access enables you to locate documents and deliver them electronically to clients any time and from anywhere you have an Internet connection. No more manual printing, delivery, and delays.
• Flexible customization: Easily create a solution that works best for your firm by customizing drawers and index structures, so files can be easily located according to the requirements of each department.
• Fast and easy document searching: You can quickly find any document by search/index fields, keywords, or by selecting your very own saved searches. You can even search by keyword within a document.
• Flexible email capabilities: Built-in email functionality with Microsoft® Outlook® and Lotus Notes® allows you to quickly attach files and email them to your clients, whether you are in GoFileRoom ES or your email application. You can even send dynamic document links to GoFileRoom ES users and secure outgoing PDF's with on-the-fly passwords.
• Fast, efficient scanning of all documents: With ScanFlow®, you can scan documents in bulk with the highest degree of accuracy. The system automatically converts documents to PDF and files them in the appropriate location within GoFileRoom ES by leveraging barcode technology. The TaxSort® application applies OCR (Optical Character Recognition) technology to automatically identify and organize scanned 1040 source documents.
• Efficient annotation options: GoFileRoom ES enables you to quickly annotate, bookmark, merge, append, and highlight PDFs using Adobe's native document handling features, significantly speeding up the preparation and review process.
• Extended integration with Adobe® Acrobat®: The TaxTools feature in GoFileRoom ES extend the native capabilities of Adobe Acrobat by allowing you to run an electronic calculator tape, optimize dual monitor views, and apply hundreds of accounting specific tickmarks.
• Easy records retention and maintenance: With RecordsFlow®, you can establish firm-wide document retention policies that allow you to comply with records retention requirements. For maximum security and control, RecordsFlow requires two independent sign-ons to permanently delete and destroy documents.
• Smart Microsoft Office® integration: Save and file Word® documents and Excel® spreadsheets within GoFileRoom ES in seconds without losing their native format.
• Automatic PDF conversion: With the virtual print driver in GoFileRoom ES, you can simultaneously convert documents to PDF and save them to GoFileRoom ES as keyword searchable files.
• Seamless document import features: Import documents from tax preparation, paperless audit, practice management, and other core applications. Tax returns, engagement binders, financial statements, invoices, or other output can be automatically indexed and saved into GoFileRoom ES.
• Secure client portal technology: Post approved documents online for your clients using advanced portal technology. Clients can then conveniently access their documents from your website whenever needed via a secure, encrypted portal.
• Real-time integration with practice management and time and billing applications: Maintain one common client database; GoFileRoom ES will dynamically pull client information from your existing client database for standardized search and indexing.
• Powerful security protection: GoFileRoom ES uses sophisticated network and data center security technologies to keep your documents protected. Access control employs user name, password authentication, and 128-bit SSL encryption. With GoFileRoom ES, all user sessions are tracked and recorded, creating a full audit trail.
• Superior up-time, disaster recovery, and back-up: GoFileRoom ES is hosted from two redundant data centers that ensure a level of continuity, availability, backup, and disaster recovery not available with an in-house system. Optionally, DVD copies of all files and documents can be made on a routine basis.
• Exceptional support and documentation: Our in-house consultants and trainers are experts at implementing document management and workflow solutions in tax and accounting firms. Plus, with the CPA Best Practices Guidebook, you'll have access to the knowledge gained from hundreds of other implementations -- so you don't have to re-invent the wheel.
• Superior Client Service: When you choose GoSystem Tax RS, you receive more than top-tier software. In addition to comprehensive online help, you enjoy a level of personalized support that is unmatched in the industry. Our team will go out of their way to make sure your solution fits with the way you do business, and our experts can advise and train your staff on procedures, operations, and training approaches to maximize your investment.