Improve Productivity and Take Full Advantage of Your Software
Ensure that your GoFileRoom workflow and processes continue to run smoothly with professional
recommendations and best practices.
GoFileRoom Product Optimization Consulting consists of:
- A remote pre-visit meeting to determine agenda and topics.
- A full one-day onsite visit from an experienced consultant to discuss your firm's specific needs.
- A list of key findings, along with professional recommendations to address them.
A variety of topics will be covered to meet your firm's specific needs, including but not limited to:
- FirmFlow Review – Review current processes (including scanning), keeping best
practices in mind. Evaluate opportunity to expand FirmFlow into multiple business areas. Make
recommendations for managing folders and workflows such as quarterly estimates and extensions. Review rolling forward workflows, and look at training and custom design of FirmFlow Reports, as needed.
- Adobe Annotations in GoFileRoom – Review the latest training and tips for
using annotations.
- System Administration – Review setup and permissions, as well as processes
for performing updates on the network and locally.
- GoFileRoom Drawers and Document Storage/Retrieval – Review filing processes
and indexing, keeping best practices in mind.
- IT Settings and Accounting Software – Review IT settings to ensure optimal
performance and review accounting software in place to ensure integration with GoFileRoom.
- Client Feedback – Listen to your feedback and experiences with GoFileRoom,
including program enhancement suggestions.
- Professional Summary & Recommendations – Summarize ways to optimize your
GoFileRoom software and process efficiency.
This program will keep your GoFileRoom "engine" running at peak performance, ensuring that you're
prepared to take on the next tax year with confidence.