GoFileRoom

GoFileRoom

Thomson Reuters
MetaDocs

MetaDocs

MetaOption
+
+

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About

It’s time to banish paper files and storage fees. Thomson Reuters GoFileRoom is cloud-based electronic document storage software designed for tax and accounting professionals. GoFileRoom offers an arsenal of features to give your firm 24/7 access to document storage in the cloud. Your staff can quickly associate client documents to workflows while uploading files to the web-based DMS. Streamline your processes and create a truly paperless office. Plus, integrate GoFileRoom with other products to save even more time and money. Use highlighted text from any application to query documents and workflows or locate documents via keywords or saved searches. You access GoFileRoom online, so you're always using the latest software version. Reduce costs by eliminating paper files, storage fees, postage, and manual administrative tasks. ​Establish flexible document retention policies that meet business requirements but include exceptions when necessary.

About

MetaDocs by MetaOption LLC, a complete document management solution that integrates seamlessly with Microsoft Dynamics 365 Business Central. With MetaDocs you can quickly scan documents straight into Dynamics 365 Business Central or drag and drop electronic documents from multiple locations into NAV. The users can set up rules for storing different types of documents in specific locations in Business Central, on a local file storage, cloud storage or on your SharePoint Intranet. Access your data outside your office using any Web Browser or go mobile with our Android and iOS apps. You deal with a multiple of documents every day: e-mails, invoices, receipts and more. Keeping track of this flood of information is the key to success. MetaDocs helps you to do this by automatically archiving documents from Dynamics 365 Business Central such as invoices and quotations. You can also easily store external documents such as e-mails, images and correspondence with customers and suppliers.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Organizations interested in a cloud document storage software to store their tax and accounting documents

Audience

Companies that need a document management solution that integrates with Microsoft Dynamics 365 Business Central

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Thomson Reuters
Founded: 2008
Canada
tax.thomsonreuters.com/us/en/cs-professional-suite/gofileroom

Company Information

MetaOption
Founded: 2005
United States
www.metaoption.com/metadocs-document-management-add-on-for-dynamics-nav/

Alternatives

Alternatives

GScan

GScan

GRADIENT ECM
SparkReceipt

SparkReceipt

Valorbyte Oy

Categories

Categories

Document Management Features

Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control

Integrations

Microsoft OneDrive
Adobe Acrobat
Box
GoSystem Tax RS
Google Drive
Microsoft Azure
Microsoft Dynamics 365
Microsoft Dynamics 365 Business Central
Microsoft Excel
Microsoft Power Automate
Microsoft SharePoint
Nekton.ai
Stackreaction
Zapier

Integrations

Microsoft OneDrive
Adobe Acrobat
Box
GoSystem Tax RS
Google Drive
Microsoft Azure
Microsoft Dynamics 365
Microsoft Dynamics 365 Business Central
Microsoft Excel
Microsoft Power Automate
Microsoft SharePoint
Nekton.ai
Stackreaction
Zapier
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