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What is Paperless?

Paperless is an innovative digital document management tool. Remember when there was so much buzz about the impending paperless future? It appears we are, in fact, relying on paper more than ever. The truth is, paper is still a big part of our lives. However, Paperless 3 is a remarkable application designed to streamline the organization of both digital and physical documents while also contributing to environmental sustainability. You can say goodbye to lugging a heavy bag of receipts to your accountant during tax season. As stated in IRS 97-22, digital documents are permissible for tax purposes. With Paperless 3, you can create a Smart Collection to keep all your files systematically organized in one central location. Additionally, the software provides options for emailing, printing, exporting to PDF, or visualizing your receipts in a chart format. By utilizing Paperless 3, you can significantly enhance your document management process and lessen your reliance on paper, ultimately fostering a more eco-friendly approach to record-keeping. This way, you can embrace a more efficient lifestyle while caring for the planet at the same time.

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.

Media

Media

Integrations Supported

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

Integrations Supported

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

API Availability

Has API

API Availability

Has API

Pricing Information

$69.95
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

Mariner Software

Date Founded

1990

Company Location

United States

Company Website

marinersoftware.com

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

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