Workflow Management

Flexible Digital Document Management

GoFileRoom standardizes and organizes volumes of documents and offers the flexibility of 24/7 web-based access, so you and your staff can share, route, and review files whenever needed. And, that's just a few of the benefits.

Customize Your Solution and Stay in Control

Customize your index structure by drawer along with your workflow templates to meet the requirements of each department in your firm. Plus, enterprise-level content management keeps you in control. View real time, up-to-the-minute information on the status of all your client engagements.

A File Room that Works When You Do

With 24/7 remote access, you can instantly see your project list and route work through your business process, regardless of location or time.

FirmFlow

FirmFlow helps you automate your business processes from start to finish including tax, audit, consulting, financial services, litigation support, and more, so you know what's happening with any client engagement at any given time. You can even filter the list of tasks to show future workflow routing assignments.

Learn more about FirmFlow

Extended Integration with Adobe^® Acrobat^®

Use TaxTools to run an electronic calculator tape, optimize dual monitor views, and apply hundreds of accounting specific tickmarks. Acrobat integration enables you to quickly annotate, bookmark, merge, append, and highlight documents—speeding up the preparation and review process.

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