ONESOURCE WORKFLOW MANAGER

ONESOURCE WorkFlow Manager gives you the power to manage and drive your tax processes. This comprehensive project and document management solution enables you to standardize, automate, and streamline your work. ONESOURCE WorkFlow Manager will increase your control and operational efficiency.

ONESOURCE WorkFlow Manager gives you the ability to prioritize tasks and provides visibility into individual and group progress. Centralized project management, intelligent task automation, and sophisticated reporting features help ensure timely completion of all required activities. Heightened visibility to project status will enable you to make more strategic decisions and reduce risk. Detailed level approval and document history provide tracking of critical accounting and compliance activities.

This solution is flexible and fully configurable to meet the needs of your company. Numerous features within the solution can be customized. ONESOURCE WorkFlow Manager is a web-based solution, so you can access the information and documents you need from anywhere.

ONESOURCE WorkFlow Manager is integrated with powerful components to keep your operations and tax process organized including:

ONESOURCE CALENDAR

ONESOURCE Calendar is a web-based due date tracking solution that helps you manage all of your internal and external deadlines. ONESOURCE Calendar provides you with a central database of all due dates, payments, extensions, filings, and projects.

With ONESOURCE Calendar, you can instantly determine delinquent items, the status of outstanding items, and items that need your immediate review. Customized views and search features enable you to quickly obtain the information that is needed. Event reminder notifications help you meet your deadlines.

Pre-Populated Tax Events

ONESOURCE Calendar is pre-populated with event content for statutory filings including names, addresses, and due dates from various taxing authorities. This robust content is available by geographical region to ensure you have access to the information you need. The regions available are North America; South & Central America; Europe, Middle East, & Africa (EMEA); and Asia Pacific (APAC). In addition to the pre-populated content, ONESOURCE Calendar gives you the ability to enter custom information and dates.

Reporting Capability

Several label formats and standard reports are available to cover many of your needs. In addition, ONESOURCE Calendar gives you the ability to create custom reports for your specific requirements.

Additionally, you can generate automated U.S. mailing labels from your ONESOURCE Calendar database for all your tax returns, estimated payments, extensions, and more. This solution supports the most popular label formats.

FILEROOM

The FileRoom feature of ONESOURCE WorkFlow Manager enables you to manage and store all of your documentation in one place. FileRoom supports the storage, editing, and archiving of your documents. This document management feature will help you organize your documents with search features that help you quickly find the information you need.

Central and electronic storage ensures everyone in your department can access documentation. Edit controls enable you to manage versions and prevents users from working on outdated versions, which will improve collaboration and efficiency within your department.

FileRoom is the latest in paperless technology, offering numerous features:

Secure web-based access
Bar-coded scanning software
Adds tick marks, references and sign-offs to Microsoft® Office Excel documents
Forces standardized indexing for documents
Supports documents in any format
Granular security permissions
Preconfigured solution - minimal IT involvement
User-defined retention policies
Audit trails of each document plus version control
Available quarterly DVD backup

ENTITY MANAGER

The Entity Manager feature of ONESOURCE WorkFlow Manager provides a central place that all departments of a corporation can share and use to manage a centralized database of entity information. Enhanced visibility to information will enable you to make more strategic decisions and improve your business planning.

Entity Manager enables you to capture and manage every detail of your corporate data, including owners, contacts, geographic locations, tax identification numbers, intercompany transactions, and more. Entity Manager also allows you to create custom data fields for any additional data. Tree view and search filters enable you to quickly find the entity information you need.

Charting Functionality

Entity Manager includes OrgPlus® professional charting. The sophisticated charting functionality enables you to effortlessly produce custom charts and more clearly visualize your organization. In addition to the broad range of on-screen graphic controls, professional charting enables you to print and export to a number of formats (Microsoft® Office Excel, PowerPoint, or PDF, and wall charts), allowing you to quickly share information with colleagues and use charts in presentations.