FileRoom Centralized document management solution

FileRoom

Efficiently store and manage your tax documents — work papers and deliverables

Safeguarding your important files and finding the information and documents you need has never been easier. The FileRoom module of ONESOURCE WorkFlow Manager will improve your tax document management efficiency, while reducing costs and time spent on your document processes.

FileRoom enables you to manage and organize your documents by giving you the ability to store, archive and secure them electronically in one central place. It gives you access anytime and anywhere so you can store and retrieve your files at the office, at home or on the road. This tax document management solution will improve your organization’s collaboration and productivity. It will also reduce your operating costs by eliminating paper files, storage fees, and postage.

FileRoom offers many time-saving features

  • Compliance with retention requirements
  • Seamless start up
  • Fast and easy document searching
  • Flexible email capabilities
  • Fast scanning of all documents
  • Efficient annotation options
  • Storage of documents in their original formats
  • A template library