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What is Upland Intelligent Capture?

Innovative cloud-based document capture solutions are designed with functionalities for routing and faxing, which greatly improve operational efficiency through automatic classification and data extraction that integrates smoothly with any application. Empower your team to handle documents in the cloud, enabling them to channel content into customized workflows or business systems effortlessly. Enhance and analyze your document data utilizing flexible workflows and centralized dashboards for improved management. Remote workers can capture documents and images from any device and easily route them to workflows via our user-friendly, universally accessible interface. By adopting automated data extraction and comprehensive quality control measures, the reliance on manual data entry is significantly reduced, thus lowering the chances of misfiling vital information. You have the flexibility to adjust your usage based on your requirements, confident that our infrastructure is built to scale with your growing business needs. Our advanced capture technology employs machine learning to refine image capture and improve data accuracy throughout the entire process, guaranteeing dependable results for all users. This level of adaptability not only cultivates a more efficient work environment but also simplifies document processing across various platforms, ultimately leading to a more streamlined operation. The integration of these solutions can transform how organizations manage their information, paving the way for enhanced productivity and collaboration.

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

Box
Google Drive
Microsoft OneDrive
Adobe Acrobat
DocuShare
Dropbox
GoSystem Tax RS
Microsoft 365
Microsoft Excel
Microsoft Power Automate
Microsoft SharePoint
Nekton.ai
NetDocuments
PowerVille LB
RicohDocs
Stackreaction
Upland Altify
Upland InterFAX
Zapier
iManage

Integrations Supported

Box
Google Drive
Microsoft OneDrive
Adobe Acrobat
DocuShare
Dropbox
GoSystem Tax RS
Microsoft 365
Microsoft Excel
Microsoft Power Automate
Microsoft SharePoint
Nekton.ai
NetDocuments
PowerVille LB
RicohDocs
Stackreaction
Upland Altify
Upland InterFAX
Zapier
iManage

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

Upland

Date Founded

2010

Company Location

United States

Company Website

uplandsoftware.com/intelligentcapture/

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

OCR

Batch Processing
Convert to PDF
ID Scanning
Image Pre-processing
Indexing
Metadata Extraction
Multi-Language
Multiple Output Formats
Text Editor
Zone Selection Tool

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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