Description

Thomson Reuters GoFileRoom is a cloud-based document storage software designed for tax and accounting professionals. It enables users to manage client documents, query documents and workflows with highlighted text from any application, establish retention policies, automate processes using Microsoft Power Automate and Zapier, find and share source documents, and customize drawers, index structures, workflows, and reports. Features include searching optimization, Outlook support, annotation management, Adobe Acrobat support, real-time tracking, leverage barcode, and productivity management.