Overview

GoFileRoom and FirmFlow combine document management, scanning, and workflow technologies into a single cloud-based solution to streamline these services and create a truly paperless office. Access your documents and workflows 24/7 with live cloud-based storage integrated with related solutions for a seamless experience.

GoFileRoom – coupled with document management APIs - provides firms with efficient management of the firm’s tax documents. There are currently about 115 GoFileRoom APIs available. With the GoFileRoom APIs, you can bring the benefits of GoFileRoom into your internal systems to provide new ways to make GoFileRoom and FirmFlow work for your firm.

Key Benefits

1. 1Connect otherwise disconnected third-party systems: Integrate powerful tax documentation capabilities right from your favorite tools via GoFileRoom API.
2. 2Gain insights for analysis and decision support – Document Management API provides standard REST based API to easily integrate with your firm products using standard HTTPs protocol.
3. 3Supports breadth of functionality required for managing tax documents right from ingestion, Document Search and other modern DMS capabilities including versioning, merging and TaxSort.
4. 4Increase visibility of client needs with connected solutions: Client portal connections and FirmFlow Capabilities.
5. 5Brings the data into the hands of the firms and allows for analysis and creation of reports that are specific to the organizations needs

Geographic Availability

Currently, the GoFileRoom API is supported in United States of America region only

See Next

• Getting Started
• API Access