Workflow Manager Powerful document management software to drive your tax process


Improve your document management workflow

A tax department is regularly challenged to make magic happen. You connect several departments, in various countries or regions, with countless spreadsheets and documents and, voila, you produce consistent, provision-ready, compliant data. If only it was easy as magic. In reality, you need an automated tax workflow management software that improves efficiency and control. You need the power to look into projects to check their status at every stage. You need a process that helps you make quick decisions, track accuracy and report with confidence. Simply put, you need ONESOURCE WorkFlow Manager.

ONESOURCE WorkFlow Manager is a workflow management software that combines deadline management, process management, data management and collaboration to power your entire tax process. ONESOURCE WorkFlow Manager connects ONESOURCE software on a platform level, and gives you a centralised location from which to standardise and streamline all of your tax work. It’s web-based, so you and other members of your organisation can access it from anywhere. And it’s fully customisable, so you can design it to meet the unique needs of your department.

Task Management

ONESOURCE WorkFlow Manager provides intelligent task automation through a powerful workflow engine. Prioritise & allocate tasks, automate manual efforts, monitor projects at each step and complete every aspect of your work with accuracy and efficiency. Control sheets provide evidence of steps taken to minimise risk with the addition of tracking and reporting features help to ensure timely project completion.

Document Management

Keep an extensive archive of documentation at the ready with global accesibility. This Document Manager forces standardised indexing to ensure streamlined filing, supports documents in any format and has the levels of security permissions you need. Always have the most up to date documents with version control abilities and with document management and storage in a central location, you can easily establish your tax department as a paperless office.
Learn more about FileRoom.

Due Date Tracking

Reduce manual research for filing dates and allow ONESOURCE to provide you with global Tax and Statutory deadline content.

With ONESOURCE Calendar, track due dates, instantly determine upcoming filings and payments, update the status of outstanding items, allocate items to users globally to ensure accountability and flag those things that need your immediate review. Customised views and search features enable you to quickly obtain deadline information.
Learn more about ONESOURCE Calendar.

Data Management

With ONESOURCE DataFlow, collect, direct and manage data in any format and make it consistent. Our web-based spreadsheets ensure your manual excel workpapers become streamlined. Data can be distributed and monitored easily, housed in a central repository for review, and updated in real time between data collectors and collators.
Learn more about ONESOURCE DataFlow.

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