Power Beyond Document Management

The power of GoFileRoom extends beyond document management to offer a comprehensive workflow solution. GoFileRoom provides you with integrated modules that help streamline your processes and create a robust system that significantly increases productivity and enhances service to your clients. Modules include:

FirmFlow

Standardize any business process through automated routing functionality, real-time tracking and custom reporting features, and much more. Use advanced workflow management features to ensure you have the right people working on the right tasks, and quickly adjust workloads as needed. Firmflow's completely digital process lets you monitor activity from start to finish and experience lower operating costs, improved efficiency, and enhanced client service.

ScanFlow

Leverage barcode and indexing features to quickly and accurately scan documents and save them to the appropriate location. Quality control and integrity features keep you apprised of details that occur during the scanning process. And, easy-to-use integration with Adobe® Acrobat® allows you to scan documents into pre-defined Adobe bookmarks and create a single, nicely organized bookmarked PDF. Begin by efficiently scanning in batch client files, so they are accessible to staff from the start for a true paperless scanning solution.

Advanced Portal Technology

Share documents with your clients via a secure web-based portal accessed directly from your website. Private client portals allow you to communicate and collaborate more efficiently while benefiting from the ability to offer extended client service that makes critical documents available to clients instantly, an enhanced tech-savvy image, increased security and the use of passwords/encryption to meet new laws and guidelines for compliance, reduced technical burden and printing/mailing costs, and more.

TaxSort

Apply OCR (Optical Character Recognition) technology to automatically identify and organize scanned 1040 source documents, making client documents instantly ready for tax preparation and review. TaxSort addresses some of the time-consuming tasks associated with the busy tax season—organizing and scanning client documents. Best of all, TaxSort has an automatic Append function that enables you to scan in late-arriving documents directly into the same PDF file.

RecordsFlow

Manage and comply with document retention requirements by automatically tagging documents for archiving or destruction. Define document retention policies that meet the needs of your business, yet stay flexible enough to set exclusions to rules where necessary. With RecordsFlow, you can automate the entire records retention process, saving you time and safeguarding against non-compliant document management processes.

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