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Ratings and Reviews 0 Ratings
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What is MetaDocs?
MetaDocs, developed by MetaOption LLC, offers a comprehensive document management solution that effortlessly connects with Microsoft Dynamics 365 Business Central. This system enables users to swiftly scan physical documents into Dynamics 365 Business Central, while also allowing for easy drag-and-drop uploads of digital files from various sources directly into NAV. Additionally, users have the capability to establish rules that dictate how different document types are stored within Business Central, with these rules applicable across SharePoint Intranet, local drives, cloud storage, or designated folders. Conveniently, users can access their documents from any location outside the office using any web browser, as well as on mobile devices through our Android and iOS applications. This flexibility ensures that essential documents are always within reach, enhancing productivity and collaboration across teams.
What is GoFileRoom?
Now is the ideal moment to discard paper files and their related storage expenses. Thomson Reuters GoFileRoom serves as a cloud-based electronic document management system specifically designed for tax and accounting experts. This software boasts an extensive range of features that empower your firm to access document storage from any location at any time. Employees can seamlessly associate client documents with their workflows while uploading files to the web-based DMS, thereby streamlining operations and moving toward a fully paperless workspace. Moreover, GoFileRoom integrates smoothly with various software solutions, boosting both efficiency and cost savings. The platform enables users to search for documents and workflows using highlighted text from any application, or by employing keywords and saved search functionalities. Accessing GoFileRoom online guarantees you always utilize the latest version of the application. This shift not only reduces expenses by eliminating the need for paper files, storage fees, postage, and manual processes, but it also fosters a more structured workflow. Additionally, you can establish flexible document retention policies tailored to your business requirements, while still allowing for necessary exceptions to maintain adaptability. This approach ensures your firm can adhere to regulatory standards without compromising efficiency. In embracing GoFileRoom, businesses can look forward to a more streamlined and modernized operational landscape.
Integrations Supported
Microsoft OneDrive
Adobe Acrobat
Axis LMS
Box
GoSystem Tax RS
Google Drive
Microsoft Azure
Microsoft Dynamics 365
Microsoft Dynamics 365 Business Central
Microsoft Excel
Integrations Supported
Microsoft OneDrive
Adobe Acrobat
Axis LMS
Box
GoSystem Tax RS
Google Drive
Microsoft Azure
Microsoft Dynamics 365
Microsoft Dynamics 365 Business Central
Microsoft Excel
API Availability
Has API
API Availability
Has API
Pricing Information
Pricing not provided.
Free Trial Offered?
Free Version
Pricing Information
Pricing not provided.
Free Trial Offered?
Free Version
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Company Facts
Organization Name
MetaOption
Date Founded
2005
Company Location
United States
Company Website
www.metaoption.com/metadocs-document-management-add-on-for-dynamics-nav/
Company Facts
Organization Name
Thomson Reuters
Date Founded
2008
Company Location
Canada
Company Website
tax.thomsonreuters.com/us/en/cs-professional-suite/gofileroom
Categories and Features
Document Management
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
Categories and Features
Document Management
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