Thomson Reuters — GoFileRoom

 

Best Firm Fit:

GoFileRoom was initially targeted to mid-size and large firms, with GoFileRoom CS offered to smaller firms.  As a SaaS application with no infrastructure to deal with, GoFileRoom is an attractive option for smaller firms. Since the GoFileRoom solution offers document management, workflow and an integrated portal, it can become a complete paperless solution for firms of all sizes.

Strengths:

• 100% browser-based SaaS application
• Integrated portal & workflow software
• Bar code scanning feature
• Configurable metadata
• Outlook, Excel, Word integration
• Management reports
• Drag & drop document indexing and archival profiles

Potential Limitations:

• Workflow feature limited to one drawer
• Cloud applications aren’t for everyone

Executive Summary & Pricing:

GoFileRoom was one of the pioneers in cloud computing applications for accounting firms. The intuitive interface and highly configurable metadata provide a system that can be deployed in nearly any type of business, and the document organization model can be as simple or complex as you choose.

GoFileRoom bundled with FirmFlow starts at $3,950 per year for a five-user firm. Certain features, such as portals and tax document automation, are priced separately. Since this is a 100% cloud solution and there is no software to own, this price includes storage, maintenance, hosting and technical support, and must be paid annually to continue to store and access data on the GoFileRoom servers.

Product Delivery Methods:

___ On-Premises

_x_ SaaS

___ Hosted by Vendor

 

Core Product Functions/Features – 5

Document Workflow – 4.75

Document Control – 4.75

Special Features- 4.75