Full Document Management

Attach, Store, and View

Categorization

Attribute Search

Full Text Search

Versioning

Access Control

Integrated with Tax Functionality

Track Documents Status

Email Reminders and alerts

Customized Workflow Templates

Audit Trail

Internet Hosted Solution

Secure Access

Integrated Security

Customizable

Low Cost Solution

Customized Tax Workflows

Single document repository

Customized Tax Workflow Templates

Tax Functionality via Single Application

Tax Process Workflow Task Lists

Email Support

Tax Project Management

Project and Individual dashboards

Tax Document Reporting

Workspaces directly relevant to Tax

Notices/IDR/Issue Log

Tax Calendar

Project Health Management

Requires Multiple Applications Skill Set

Archiving entire Projects

Tax Compliance Support