Release notes

GoFileRoom 25 August, 2025 release notes

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Introducing SafeSend Integration with GoFileRoom

SafeSend's July 26,2025 release includes a new Print to GoFileRoom enhancement, allowing users to transmit a single or multiple documents electronically signed by clients using SafeSend (e.g., 8879, etc.) to GoFileRoom with just one click.
If your firm is licensed for both products, be sure to take advantage of this easy to deploy and easy to use feature. This enhancement frees up time spent on an administrative task by automating what today is anywhere from a 5 to 15 clicks manual process per document.
SafeSend offers award-winning automation technology for tax and accounting firms, delivering an unrivaled client experience. SafeSend One® is your single, secure solution for engagement letters, fillable organizers, source document gathering, file exchange, extensions, tax return assembly, delivery, e-signatures, and electronic K-1 distribution. Visit SafeSend.com for additional product details, to book a demo, and pricing.

Simplify your staff’s experience - Classic Search

We are very excited to announce a multi-year initiative to modernize the user interface (UI) of GoFileRoom. Thomson Reuters design teams are in the process of reviewing customer feedback, engaging our customers, and bring powerful new efficiencies to you. More details will be shared to help you prepare your staff for a revolutionized new look and feel. The GoFileRoom team is working to bring several new screens to you later in the year. Major benefits include:
  • Similar look and feel to other Thomson Reuters application when moving between products
  • Easier onboarding and intuitiveness
  • Maximizing your workspace: The legacy screens didn’t fully utilize modern monitor real estate. The new UI makes better use of horizontal and vertical space to surface key actions and information together, reducing scrolling and clicks so users can see more and do more on a single screen.
  • Accessibility features: Built-in accessibility improvements support users with disabilities and make everyday tasks easier for everyone. This not only boosts productivity and reduces fatigue, it also helps firms attract and retain a broader pool of qualified talent
  • Introduction of innovative features: the modernization of our UI allows us to introduce new features that were not feasible in the legacy application. These enhancements are designed to streamline workflows and enhance productivity, ensuring you stay ahead in a competitive landscape.
As a step toward this modernization, this release introduces the ability to deactivate the legacy Classic Search screen. Many firms asked for this option to simplify the UI for new staff and standardize how teams use GoFileRoom. Opting to remove Classic Search now can smooth your transition to the new UI and reduce retraining later, as Classic Search will be decommissioned in a future release.
Review these frequently asked questions about removing the Classic Search.
How to opt-out your firm of Classic Search
Contact your GoFileRoom support team by phone at 800-968-0600. Be ready to confirm your firm name, admin contact, and preferred timing.
Not ready yet?
 You can continue using Classic Search for now. We’ll provide advance notice, training resources, and timelines before decommissioning to ensure a smooth change management process.

This article applies to:

  • PRODUCT: Cloud Audit Suite