GoFileRoomThomson Reuters
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MetaDocsMetaOption
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Related Products
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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.
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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.
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Platforms Supported
Windows
Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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Platforms Supported
Windows
Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Supported
iPad
Supported
Android
Supported
Chromebook
Not Supported
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Audience
Organizations interested in a cloud document storage software to store their tax and accounting documents
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Audience
Companies that need a document management solution that integrates with Microsoft Dynamics 365 Business Central
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Support
Phone Support
Supported
24/7 Live Support
Supported
Online
Supported
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Support
Phone Support
Not Supported
24/7 Live Support
Supported
Online
Not Supported
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API
Offers API
Supported
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API
Offers API
Not Supported
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Not Supported
Free Trial
Not Supported
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Pricing
No information available.
Free Version
Not Supported
Free Trial
Not Supported
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Reviews/
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Reviews/
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Supported
In Person
Not Supported
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Training
Documentation
Supported
Webinars
Supported
Live Online
Not Supported
In Person
Supported
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Company InformationThomson Reuters
Founded: 2008
Canada
tax.thomsonreuters.com/us/en/cs-professional-suite/gofileroom
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Company InformationMetaOption
Founded: 2005
United States
www.metaoption.com/metadocs-document-management-add-on-for-dynamics-nav/
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Alternatives |
Alternatives |
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Categories |
Categories |
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Document Management Features
Access Controls
Not Supported
Archiving & Retention
Not Supported
Collaboration Tools
Supported
Compliance Tracking
Not Supported
Document Archiving
Supported
Document Assembly
Supported
Document Capture
Not Supported
Document Conversion
Not Supported
Document Delivery
Not Supported
Document Indexing
Supported
Document Retention
Supported
Electronic Signature
Not Supported
Email Management
Not Supported
File Recovery
Not Supported
File Type Conversion
Supported
Forms Management
Not Supported
Full Text Search
Not Supported
Offline Access
Supported
Optical Character Recognition
Supported
Print Management
Not Supported
Version Control
Supported
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Integrations
Microsoft OneDrive
Supported
Adobe Acrobat
Supported
Axis LMS
Supported
Box
Supported
GoSystem Tax RS
Supported
Google Drive
Supported
Microsoft Azure
Not Supported
Microsoft Dynamics 365
Not Supported
Microsoft Dynamics 365 Business Central
Not Supported
Microsoft Excel
Supported
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Integrations
Microsoft OneDrive
Supported
Adobe Acrobat
Not Supported
Axis LMS
Not Supported
Box
Not Supported
GoSystem Tax RS
Not Supported
Google Drive
Not Supported
Microsoft Azure
Supported
Microsoft Dynamics 365
Supported
Microsoft Dynamics 365 Business Central
Supported
Microsoft Excel
Not Supported
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