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Workflow Manager

 

The powerful engine that drives your tax process

Successful global tax departments are built on strong workflow management solutions. Transform your tax process with an integrated workflow management software that lets you prioritize tasks, automate manual efforts, monitor projects at each step, and complete every aspect of your work with accuracy and efficiency. With ONESOURCE WorkFlow Manager you’ll spend less time on administrative tasks, and more time on the work that adds value to your business.

 

 

Make your integrated tax process look easy and operate even easier

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 system 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 project and document management solution that powers your entire tax process. ONESOURCE WorkFlow Manager connects ONESOURCE software on a platform level, and gives you a centralized location from which to standardize and streamline all of your tax work. It’s web-based, so you and other members of your organization can access it from anywhere. And it’s fully customizable, so you can design it to meet the unique needs of your department.

ONESOURCE WorkFlow Manager helps you organize your tax deadlines, integrate and manage key documents, track individual and group tasks and keep your entity records at the ready.

 

See how the ONESOURCE WorkFlow Manager can work for you:

  • ONESOURCE DataFlow

    Collect, direct and manage data in any format and make it consistent. Our web-based spreadsheets integrate with existing tax packages and workpapers. Data can be distributed and monitored easily, housed in a central repository for review, and transferred directly to ONESOURCE Tax Provision or ONESOURCE Income Tax.

  • ONESOURCE Calendar

    Track due dates, instantly determine delinquent items, update the status of outstanding items and flag those things that need your immediate review. Customized views and search features enable you to quickly obtain deadline information.

  • FileRoom

    Keep an extensive archive of documentation at the ready, and get search features that help the information you need easily. This program forces a standardized indexing, supports documents in any format and has the levels of security permissions you need. With document management and storage in a central location, you can easily establish your tax department as a paperless office.

  • Entity Manager

    Have a shared space where people in different departments in your corporation can share entity information. Better project visibility means your whole leadership team can take part in strategic planning decisions.

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    Case Studies
    Commercial Metals Company

    When the $8 billion Commercial Metals Company (CMC), chose to automate its previously manual efforts, the difference was clear.

    “We were able to centralize our federal and state data collection. This increased the reliability of the data we were using, sped up the calculation of our U.S. provision and allowed us to be more efficient,” – Director, Tax Accounting, Commercial Metals Company.

    See complete case study

    Brochures Podcasts

    Improve Accuracy and Timeliness

    Want your tax team to get recognition from auditors and executives? Bill Dierkes, Director of Tax Process at Delphi Automotive reveals how significant improvements in accuracy, timeliness, analysis and reporting have helped his team achieve a significant level of recognition throughout the organization.

    View all ONESOURCE WorkFlow Manager podcasts

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