GoFileRoom

GoFileRoom

Thomson Reuters
Paperless

Paperless

Mariner Software
+
+

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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

Paperless is a digital documents manager. Remember when everyone talked about how we would soon be a paperless society? Now it seems like we use paper more than ever. Let's face it - we need and we use paper. But Paperless 3 is one of those incredibly useful applications that will help you manage all your paper and digital documents and at the same time positively affect the environment. When it's tax time no more bringing a shoebox full of receipts to your accountant. According to ruling Rev. Proc. 97-22 from the IRS, a digital document is acceptable. With Paperless 3 you can create a Smart Collection and keep all your documents neat and tidy and in one place. Additionally, once you store your receipts in Paperless 3, you can select the receipts to email, print, or export to PDF, or even show as a chart. Paperless 3 has the ability to keep up and maintain the task of not only reducing your need for paper but managing the paper you use.

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

Users and organizations that need to manage documents and receipts

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

$69.95
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:

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Reviews/Ratings

Overall 2.3 / 5
ease 4.0 / 5
features 3.7 / 5
design 3.3 / 5
support 2.0 / 5

Pros & Cons from Real Users

Pros

  • Program or app performs as promised. My only complaint is support, not helpful at all. Please see explanation below.
  • Very good for organizing receipts and documents.
  • Simple and easy to use. However you need to test what type of set up best works for you. I recommend to work with well designed smart folders, serving your individual needs.

Cons

  • The program has and continues to crash for no reason. I have sent in crash codes reports etc. I get a response, "Yes, but we can't offer support for the impossible." and going on to say that they have not seen this come up before. I asked for other options and was just met with silence... This is sad.
  • Software has a lot of bugs in it. I was using the latest version, 3.0.3. No support what so ever. No response. Asking for my money back and all I got was crickets.
  • It would be great if it would be easier to adapt to the different international requirements. It is understandable very US oriented. Its reading abilities could be improved, particular in regards to cashier receipts. The challenges of reading the date properly is due the lack of any standards and NOT of the 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

Mariner Software
Founded: 1990
United States
marinersoftware.com

Alternatives

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PaperLess

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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

Adobe Acrobat
Axis LMS
Box
GoSystem Tax RS
Google Drive
Microsoft Excel
Microsoft OneDrive
Microsoft Power Automate
Nekton.ai
Stackreaction
Zapier

Integrations

Adobe Acrobat
Axis LMS
Box
GoSystem Tax RS
Google Drive
Microsoft Excel
Microsoft OneDrive
Microsoft Power Automate
Nekton.ai
Stackreaction
Zapier
Claim GoFileRoom and update features and information
Claim GoFileRoom and update features and information
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Claim Paperless and update features and information