WorkFlow Manager The powerful engine that drives your tax process

WorkFlow Manager

Improve your internal controls

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 software 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 workflow management software that combines document management, data management and collaboration to power 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.

Task Management

ONESOURCE WorkFlow Manager provides intelligent task automation through a powerful workflow engine. Prioritize tasks, automate manual efforts, monitor projects at each step, and complete every aspect of your work with accuracy and efficiency. Tracking and reporting features help ensure timely project completion.

Document Management

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. Learn more about FileRoom.

Due Date Tracking

With 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. Learn more about ONESOURCE Calendar.

Data Management

With 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 any tax software. Learn more about ONESOURCE DataFlow.