Document management software for accounting firms
Streamline your business processes with GoFileRoom
Centralize how your firm stores, organizes, searches, and archives documents and workflows in a platform designed for tax, audit, and accounting professionals
One secure, cloud-based home for your firm’s documents and workflows
Store and find documents faster
Our secure cloud-based system gives your whole firm 24/7 access to information, replacing paper files and disorganized folders. Configurable drawers and index structures standardize how you store and organize documents, and one-click saving from Word, Excel, Outlook, and Acrobat makes it easy to keep everything in one place.
Have questions?
Contact a representative
Automate workflows across every engagement
FirmFlow, built into GoFileRoom, automates the routing, tracking, and monitoring of work across tax, audit, and advisory engagements. Personalized worklists and real-time status updates give your team clear visibility into who owns what and what is due next.
Have questions?
Contact a representative
Connect GoFileRoom to your tech stack
Hundreds of REST-based APIs let you embed document storage, search, and workflow data directly into your existing systems. Automate onboarding, capture documents from mobile devices, and save completed e-signature documents back into GoFileRoom without specialized development.
Have questions?
Contact a representative
More ways GoFileRoom supports your firm
Speed up intake with ScanFlow
Automate retention with RecordsFlow
Personalize alerts and dashboards
The interface adapts to how each person on your team works through customizable dashboard portlets, alerts, and notifications.
Document management software backed by real performance data
Rated 4.1 out of 5 on G2
GoFileRoom earns a 4.1 rating on G2, a leading software review platform, and half of GoFileRoom's customers have adopted FirmFlow to automate their workflows. With around 130 combined API endpoints across GoFileRoom and FirmFlow, firms can extend that same performance into their own systems.
Safeguard client data with enterprise-level security
Protect your firm's information and meet compliance requirements with 256-bit SSL encryption, document-level security, password protection for outgoing PDFs, and complete audit trails.
Cut costs with cloud-based hosting
Eliminate the need for in-house servers and maintenance with GoFileRoom's cloud architecture. We handle updates, uptime, and security, so your team can focus on client work instead of infrastructure.
Scale confidently with a proven platform
Store close to one billion documents with Securly — trusted by 20% of the Top 5, 50% of the Top 10, and over half of the Top 50 accounting firms.
Questions about GoFileRoom? We're here to support you.
800-968-8900
Call us or submit your email and a sales representative will contact you within one business day.
.png){kind=logo}
