GoFileRoom Document Management System

GoFileRoom Document Management System gives you the ability to save GoSystem Tax returns in PDF file format on the GoFileRoom website DMS servers.

To create a PDF, you must first install the GoFileRoom Client Add-in 20.0.5 or higher on your workstation. (Access as an “add-in” on the GoFileRoom website https://www.gofileroom.com. Once you are logged in, it is in the top right after you hover over your name.)

GoFileRoom Tasks

• Setting Up GoFileRoom with GoSystem Tax
• Assigning a DMS Client Number to a Tax Return
• Creating PDF Documents for GoFileRoom Storage
  • Creating a PDF Document for a Return
  • Sending to GoFileRoom via Print Preview
  • Creating a PDF with a Custom Filename
• GoSystem Tax Interface with GoFileRoom

 

 

 

RS Browser/gofileroom_1.htm/TY2021

Last Modified: 10/22/2020

Last System Build: 02/03/2022

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