FirmFlow overview

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The FirmFlow module allows your firm to implement completely digital processes throughout the firm and monitor activity from start to finish.

For example, FirmFlow allows you to automate the routing of all client source documents, workpapers, and returns so that proper parties can prepare, review, and approve documents as needed. FirmFlow also helps automate all your business processes, including tax, audit, consulting, financial services, litigation support, and others to streamline any client engagement.

With FirmFlow you can:

FirmFlow administration

You can access the FirmFlow administration area by choosing Administration > Manage FirmFlow from the GoFileRoom toolbar if all of the following conditions apply.

Related topics

Working with workflows

Working with FirmFlow notes

Working with FirmFlow documents

My Work screen overview

FirmFlow reports

Deliverables tab overview

Configuring FirmFlow checklists

Rolling FirmFlow folders forward

Configuring FirmFlow permission settings

FirmFlow report administration and security

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