eTaxFileRoom provides project dashboard as well as individual dashboard that give transparency and visibility to all tax process.

Project Dashboard:
The dashboard is designed to give administrators transparency and visibility of all the tax projects and processes. It allows users to view the status of project with statistics along with graphical illustrations. The dashboard brings administrators transparency and visibility to all the documents and their status.

Personal Dashboard:
eTaxFileRoom gives you an ability to create custom personalized dashboard through the use of web parts. It gives user complete control of the information that he wants to view. It is personalized summary of an individual work. Team member can view all the documents which are due today, past due and overdue; documents, its statuses along with name of the project that it is assigned to. Any quick links can be created to make it personal or to move between other applications.

It begins with document approval lifecycle in which documents can be assigned to the participants of the project. All the documents can be assigned statuses. As the document reaches to the completion its status changes from assigned, prepared, reviewed and completed.

Every time the document is modified or changed, eTaxFileRoom locks the version and keeps records. Personal Dashboards of a user and a Project dashboard will display all the documents and the statuses keeping all the users informed.

At the time of uploading the documents are classified according to the standard taxonomy. All the categorized documents can be viewed in eTaxFileRoom and any report can be export to excel.

eTaxFileRoom provides classification of taxonomy that helps improve content discoverability, content reuse and in return enhances team productivity. Content, collaboration and context can be captured and stored in a single environment for classification, categorization and re-use. Classification helps organizations to index documents and records in a standardized manner for more effective discovery and improved compliance. eTaxFileRoom categorize every document that is uploaded. It allows Tax department to dictate their own standard classification and as many as they want. Custom report of all the classified documents can be generated and exported to excel.

eTaxFileRoom allows multiple file uploading functionality. Documents can be uploaded in any format instantly.

eTaxFileRoom gives an ability to link e-mails to a project by virtue of which team member can easily manage all their e-mail linking important messages to their project or file. Documents can be sent directly to the project through the email.

At every step of a document management email notifications are generated through the eTaxFileRoom application informing user as soon as they are assigned to a project. Every team member who is participating will be notified by eTaxFileRoom about change in status of the document. Reminders can be created to keep the team members on target.

Every time the document is modified or changed, eTaxFileRoom locks the version and keeps records

eTaxPortal gives an ability to link Microsoft Outlook e-mail to a project by virtue of which you can easily manage all your e-mail, linking important messages to your project or file. In addition to sending email to the Project, eTaxFileRoom lets you create VCalendar entries that you can add to your calendar.

eTax Portal allows organizations to manage users and their information. The users can be associated with their respective companies.

Use project specific messaging feature to manage communication between internal team and external team members/customers involved in a project. eTaxFileRoom application increases the efficacy of operations by providing internal messaging as well as external messaging. This means that when the organization’s project team can sends a message, that message will be received by the recipient on his Email Address as well as in the recipients Inbox in the eTaxFileRoom application.