- Tax & Accounting
- Workflow manager
Onesource Workflow manager
The less time you waste hunting down files, the more efficient you and your team can be.
The FileRoom module plugs into Thomson Reuters ONESOURCE Workflow Manager to help you locate, organize, and store tax documents. Securely access documents from the office, at home, or on the road, making sure you’re always working with the latest versions. And because you don’t need to deal with paper files, you’ll save office space and money, too.
Establish a paperless, virtual office
FileRoom gives you access anytime and anywhere so you can easily control and monitor your work at the office, at home, or on the road.
Organize files the way you want with customizable drawers, index structures, and reports.
Access up-to-the-minute information in all files.
Find the documents you need quickly with keyword search and index fields.
Track and review document changes with detailed audit trails.
Reduce costs by eliminating paper files, storage fees, postage, and manual paper handling.
Set permissions by user, group, document type, or individual document, so only the right people see the right files.