ONESOURCE WorkFlow Manager is an integrated workflow and document management solution for corporate tax departments to standardize, automate, streamline, and manage all tax processes, projects, and related tasks.

The software will improve your department's collaboration with one central place to manage tasks, share and view checklists, store documents, and more! This solution enables you to track projects from start to finish, providing the heightened visibility you need.

ONESOURCE WorkFlow Manager is a web-based solution, which enables you to access the information and documents you need from anywhere.

FEATURES AND FUNCTIONS OF ONESOURCE WORKFLOW MANAGER

ONESOURCE WorkFlow Manager ties together everything your tax department does, including:

Workflow Management for all tax functions - Manage your standard procedures, assign work electronically through a tax inbox, and track compliance and approvals. Electronic checklists ensure detailed level approval and compliance with departmental policies.
Document Management - ONESOURCE FileRoom, the integrated document management solution, supports the electronic storage, retrieval, editing, and archiving of all supporting tax workpapers. From Schedule M's to scanned agreements and tax receipts, accessing the entire department's documentation centrally, electronically, and securely has never been easier.
Data Management - Streamline the data gathering process through the optional DataFlow tool of ONESOURCE WorkFlow Manager. Collect, direct, and manage data in a central place through web-based spreadsheets. DataFlow's unique controls ensure proper and complete information is entered.
Tax Calendar - ONESOURCE WorkFlow Manager includes ONESOURCE Calendar, an integrated web-based calendar, that enables you to manage internal and external due dates. Customized views and reporting capabilities allows you to obtain the information you need.
Status Reporting - Receive automated email notifications when work is due or completed. Get a bird's eye view into everything you or your staff is responsible for.
ONESOURCE Integration - ONESOURCE WorkFlow Manager integrates with numerous ONESOURCE applications including ONESOURCE Income Tax.

BENEFITS OF ONESOURCE WORKFLOW MANAGER

Because we know corporate tax, we understand that individual needs and requirements change depending on the role and level of responsibility within your department. ONESOURCE WorkFlow Manager is a comprehensive solution that maximizes control and efficiencies at every level.

Vice President, Tax

Control. Unprecedented visibility over your tax processes and standardization across entities and jurisdictions
Risk Management. Improved transparency and tracking of critical tax accounting and compliance activities
Approval & Sign-Off. Automated workflow steps, document approvals, and detailed audit trails make it fast and easy to demonstrate compliance with SOX 404 requirements and your internal controls policies
Position Support. Quicker response time to both internal and external requests for information with access to data across your entire organizational structure
Situational Awareness. Real-time reporting means no missed deadlines or unpleasant surprises

Tax Director / Manager

Project Management. Improved collaboration across single or multi-office tax departments
Productivity. Fully integrates with Microsoft Word®, Excel®, Outlook®, Lotus Notes®, and Adobe Acrobat® enabling staff to work with what they are used to using while fully supporting paperless office initiatives
Efficient Access. Secure, remote access to files from anywhere, at anytime
Resource Allocation. Eliminate "bottlenecks" in processes by identifying and allocating underutilized resources and more effectively balance your staff workload on a pre-planned or ad-hoc basis
Data Management. All related tax data organized around specific workflows, easily accessible, and securely stored and protected

Departmental Staff

Efficiency. Save time by electronically routing and tracking all tax folders and documents
Tasks and Priorities. Quickly prioritize critical tasks and view upcoming assignments to assist in managing individual workloads
Central Repository. Instantaneous access to all documents needed to promptly complete assignments
Personalization. Tailor your workflow views to match the way you work. A ONESOURCE WorkFlow Manager exclusive!
Checklists. Automated sign-off ensures compliance with departmental policies and procedures
Balance Work and Personal Life. Boosted productivity means less time in the office