OneSource Workflow Manager

ONESOURCE WorkFlow Manager gives your Corporate Tax Department the ability to standardize, streamline, automate, and track all aspects of your corporate tax workflow.

From gathering tax packages to managing M1/M3 Workpapers and supporting documents to e-Filing, ONESOURCE WorkFlow Manager helps you control your business processes through automated workflow with integrated tax document management.

ONESOURCE WorkFlow Manager helps you organize and standardize how every document is stored and shared. No more confusion over which document is the right version. You can have the power to manage the status of your tax processes, with the capability to route, review, comment, and approve all documents and checklists within electronic tax folders.

ONESOURCE WorkFlow Manager

  • Automate and track your internal processes, including Tax Return Preparation, Provisions, Audits & IDR's, and internal planning projects.
  • Manage all tax related documents with proper versioning and security while giving you access to all workpapers, supporting documents, checklists and even emails.
  • Streamline the tax package process including distribution of spreadsheets with due date monitoring and tracking.
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