Tax workflow management software Streamline your entire corporate tax filing process and produce compliant tax data which is ready for submission

Why choose Workflow

The hectic months of tax season pose unique challenges for tax departments to submit accurate and timely corporate tax returns. You need input from multiple departments across regions, but to produce tax data that’s consistent, compliant, and ready for submission, you need control and visibility into the entire tax filing process.

Thomson Reuters ONESOURCE WorkFlow is a suite of digital tax workflow tools that combine document management, data management, and collaboration tools to drive your tax management process. Track and analyze tax projects at every stage, automate manual tasks, and easily find the information you need to make strategic decisions. Comprehensive tax workflow software is the key to efficiency and time savings.

What you get with our  powerful tax workflow management software

Task management

Prioritize tasks and monitor tax-related tasks, track tax due dates, and complete tax-related projects accurately and efficiently.

Business entity management

Manage corporate data including owners, contacts, geographic locations, tax ID numbers, intercompany transactions, and more.

Unprecedented control & security

Safeguard tax data with customizable permissions, automatic backups, and access control for staff, while tracking activity with a full audit trail.

Seamless System Integrations

​Optimize tasks and workflows via APIs, and seamlessly integrate with ONESOURCE solutions.


Workflow add-ons

Document Management

Electronically archive and secure tax documents in one place to conveniently access them from anywhere and share them.

Tax Calendar

Track multiyear compliance and tax deadlines, payments, extensions, and tax return filings in one central place.

Learn more about our solutions

Need more information about how our solutions can work for you? Drop us a line and someone from our sales team will get back to you. Or you can call a representative in your region at