Tax & Accounting Blog

We’re Listening: Getting Better Organized with Workpapers

Global Tax Compliance, Tax Provision, Transfer Pricing, US Income Tax Compliance, WorkFlow Manager February 21, 2012

Say good-bye to the days of files being stored in different areas, under different names and on c-drives. One of the top process management questions raised at the 2011 ONESOURCE User Conference was:  Are you doing anything to improve document management across the ONESOURCE products?

We’ve been listening to customers who’ve been looking to get better organized in their work papers and are making strides in document management. It’s now a core part of all our products so the tax department has a single source of documentation across all tax domains.

Three ways we’re improving document managment:

  1. We’ve introduced a new Documents icon on the ONESOURCE platform making it easier to attach or retrieve documents from any product.  This will give users the ability to file workpapers in one spot, make it easy to find documents and avoid having several different copies of one file out there.
  2. This year, our tax products are talking to one another as they never have before which means fewer clicks, less training and more efficiency when it comes to process management. We have already released seamless linking in products such as:
  3. Now users can also create tasks in ONESOURCE Workflow Manager and directly link them to other products such as ONESOURCE Income Tax and ONESOURCE Tax Provision where other work needs to take place. Watch my update for more information.

Look for more updates in the coming weeks.