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CS Professional Suite & Onvio

Sophisticated Document And
Workflow Management

GoFileRoom GoFileRoom icon

4.75 stars

CPA Practice Advisor reviews our GoFileRoom document management software (external link)

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Advanced Document Management Software (DMS)

GoFileRoom not only lets you easily store and manage documents electronically, it also helps you automate scanning processes and workflow. Quickly associate client documents to workflows while uploading files to your web-based DMS. GoFileRoom gives you the ability to securely manage business processes for your entire firm.

Video: Why GoFileRoom?

Workflow Management for Accountants

Comprehensive features mean a more valuable software program for accounting professionals. GoFileRoom offers sophisticated workflow technology and advanced modules that allow you to manage every aspect of your firm including client interactions, internal operations, human resources, AP/AR, etc. The result? A total firm-wide solution.

The Convenience of a Web-based Solution

Because you access GoFileRoom on the web, you're always using the latest software version and you never have to install updates, ever. Plus, GoFileRoom helps your firm create a paperless office. The web-interface is intuitive to use and the program does everything you would want including fast scanning, document importing, easy searching and retrieval of files, and more. And, of course, we make sure everything is iron-clad with Enterprise-level security and control.

The advanced security options

The advanced security options in GoFileRoom allow you to maintain full control over your documents.

Experts in Consulting and Implementation

Want tips on the best way to use GoFileRoom? We've got them. Our proven consulting and implementation services help you get started fast and streamline the way you do business. We have years of experience as well as CPA Best Practices to share with your firm.

Learn more about GoFileRoom Consulting options.

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