Spend More Time on Managing Your Firm

The dynamic interface of GoFileRoom CS is exceptionally intuitive and allows you to experience significant time savings immediately.

GoFileRoom CS offers:

• Web-based document management—Locate and deliver documents electronically to clients any time, anywhere you have an Internet connection.
• A highly configurable solution—Customize drawers, index structures, workflows, and reports so files can be easily located according to the requirements of each department.
• Fast and easy document searching—Quickly find any document using the new innovative QuickLaunch tool, or other options.
• Flexible email capabilities—Quickly attach files and email them to your clients, send dynamic document links, and secure outgoing PDFs with on-the-fly passwords.
• Fast, efficient scanning of all documents—Scan documents in bulk and organize with the highest degree of accuracy by leveraging barcode and OCR (Optical Character Recognition) technology.
• Efficient annotation options—Speed up the preparation and review process by leveraging Acrobat’s native document handling which enables you to quickly annotate, bookmark, merge, append, and highlight documents.
• Extended integration with Adobe® Acrobat®—Use TaxTools to run an electronic calculator tape, optimize dual monitor views, and apply hundreds of accounting specific tickmarks.
• Easy records retention and maintenance—Establish firm-wide document retention policies to comply with records retention requirements and give you maximum security and control. Two independent sign-ons are required to permanently delete and destroy documents.
• Efficient management of files for ALL departments—A true firm-wide solution, GoFileRoom CS allows you to store all client service and internal department documents in one centralized location for quick access.

Efficiency Features

GoFileRoom CS 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. You'll enjoy:

• Unprecedented levels of productivity—With 24/7 access, you can instantly access your work list and route work through your business process, regardless of location.
• Unmatched client service—Fulfill client inquiries in seconds by offering the convenience of documents available online through a secure encrypted portal or by emailing files instantly.
• Improved management control over client engagements—View real time, up-to-the-minute information on the status of all your client engagements.
• Reduced operating costs—Enjoy unprecedented cost savings by eliminating paper files, storage fees, postage, and manual administrative tasks.