Dashboards to Simplify Tax Workflows
eTaxWorkflow 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 business projects and processes. It allows users to view the status of project with statistics along with graphical illustrations. The dashboard is designed to give administrators transparency and visibility of all the projects and its tasks. The eTaxWorkflow allows the administrators to get status of task and document associated with it without the need to tie everyone for the meeting.
Personal Dashboard
eTaxWorkflow gives you an ability to create custom personalized dashboard through the use of webparts. It gives user complete control of the information that he wants to view. It is a personalized summary of an individual work. Team member can view all the tasks which are due today, past due and over due; documents, its statuses along with name of the project that it is assigned to. Task reminders on the personalized dashboard keep all the individuals in an organization on track. Any quick links can be created to access commonly used sites and applications
Create and Manage Tasks
The team member can create and perform tasks according to their role type. The “administrator” might make the predefined template or task list available to the project or create new tasks required for that project. The “Internal” users or an “External” user do not even need to know that they are participating in a workflow process; only that business processes require certain actions.
Workflow Notification and Alerts
At every step of a workflow email notifications are generated through the eTaxWorkflow application informing user as soon as he is assigned to a project. Every team member who is participating in workflows will be notified by eTaxWorkflow about the tasks that needs to be performed. Task reminders can be created to keep the team members on target and finish the project on time.
Manage Workflow and Approvals
eTaxWorkflow begins with approval tasks cycle in which tasks can be assigned to the participants of the project. All the tasks can be assigned statuses. As the task reaches to the completion, its status changes from Open, Assigned, Prepared, Reviewed and Signed off. All the necessary documents can be assigned to the tasks.
WorkFlow Templates
Tax department in an organization may choose to develop and deploy completely custom workflows that are unique to their business processes and Intelysys eTaxWorkflow helps to make that possible. Those custom workflow templates allow users to create, store and modify workflows for common business processes such as FAS 109 or Fin 48. Use a Check list feature, to create a standardized repeatable task list and assign them to team in a particular project. All the requested information and documents can be submitted against a task. Setting clear objectives during the project will provide the direction for the work to stay on track. By defining a standard checklist in a eTaxWorkflow ; organization also mitigates their personnel risk and reduces the dependability .
Link emails to your projects
eTaxWorkflow gives an ability to link 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. Documents can be sent directly to the Project through the email.
Task Reminders
Task reminders keep the whole tax team help finish tasks on time. They are displayed on the Personal Dashboard of the user.
Maintain Project Trails
A full audit trail enables the compliance auditors to see who did what and when. The task history can also be filtered to facilitate searching for a specific project.
Outlook Integration to projects
eTaxWorkflow 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, eTaxWorkflow lets you create VCalendar entries that you can add to your calendar.
Access Control to Tasks
All the Users can be given rights to accesses or work on certain task or documents. For example a person who has only “read only” rights in a particular project can view a task or a document with out taking any action. A “preparer” or a “reviewer” can work on a task and has an ability to change the status and drive it to the completion. An approver can finally close or “sign off” the task.
Impeccable Communication within Projects
Use project specific messaging feature to manage communication between internal team and external team members/customers involved in a project. Communication is a key element in any case. eTaxWorkflow 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 eTaxWorkflow application.
To request more information or to order please call 1-888-TAX-5003 (1-888-829-5003) or "click here" to arrange for a short demo. |
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