ONESOURCE Workflow Manager™

Quick Links

Events

ONESOURCE WorkFlow Manager is an integrated workflow and document management solution for corporate tax departments to standardize, automate, streamline, and manage all tax processes, projects, and related tasks. ONESOURCE WorkFlow Manager will help you stand up to the most stringent audits while increasing your department’s productivity.

ONESOURCE WorkFlow Manager can improve the way you do business. Just imagine the ease of having one place to store, access, and protect all of your documents - whether they were created in Microsoft Office, your industry-specific software, or simply scanned in.

ONESOURCE WorkFlow Manager is a web-hosted solution, which is unique in the workflow and document management field. That means your data and documents will be accessible from anywhere, cost-effectively managed offsite by Thomson, while being protected against intrusion and disaster.

Until now, there has never been a user-configurable and cost effective workflow solution designed specifically to meet the needs of corporate tax departments. ONESOURCE WorkFlow Manager ties together everything your tax department does, including:

Features and Functions

Until now, there has never been a user-configurable and cost effective workflow solution designed specifically to meet the needs of corporate tax departments. ONESOURCE WorkFlow Manager ties together everything your tax department does, including:

  • Workflow Management for all tax functions. Managing your standard procedures, assigning work electronically through a tax inbox, and tracking compliance and approvals. Electronic checklists ensure detailed level approval and compliance with departmental policies.
  • Document Management. Integrated document management to support the storage, retrieval, editing, and archiving of all supporting tax workpapers. From Schedule M to scanned agreements and tax receipts, accessing the entire department’s documentation centrally, electronically, and securely has never been easier.
  • Tax Package Management. Streamline the data gathering process through ONESOURCE WorkFlow Manager’s tax package manager. Utilize existing Excel®-based tax packages but provide improved tracking and reminders around any type of tax package or information survey.
  • Tax Calendar. Throw out that home grown or legacy tax calendar, ONESOURCE WorkFlow Manager includes an integrated web-based tax calendar that shows all due dates – both statutory obligations and internal due dates, in a calendar and report style format.
  • Status Reporting. Receive automated email notifications when work is due or completed. Get a bird’s eye view into everything you or your staff is responsible for.
  • InSource Integration. With planned integration into InSource, ONESOURCE WorkFlow Manager will be seamless to use for existing InSource customers. Not an InSource user? No problem – ONESOURCE WorkFlow Manager works well within any tax department regardless of tax compliance software in use.

Benefits for the Entire Department

Because we know corporate tax, we understand that individual needs and requirements change depending on the role and level of responsibility within your department. ONESOURCE WorkFlow Manager is a comprehensive solution designed to maximize control and efficiencies at every level.

Vice President, Tax
  • Control. Unprecedented visibility over your tax processes and standardization across entities and jurisdictions
  • Risk Management. Improved transparency and tracking over critical tax accounting and compliance activities
  • Approval & Sign-Off. Automated workflow steps, document approvals, and detailed audit trails make it fast and easy to demonstrate compliance with SOX 404 requirements and your internal controls policies
  • Position Support. Quicker response time to both internal and external requests for information with access to data across your entire organizational structure
  • Situational Awareness. Real-time reporting means no missed deadlines or unpleasant surprises
Tax Director / Manager
  • Project Management. Improved collaboration across single or multi-office tax departments
  • Productivity. Fully integrates with MS Word®, MS Excel®, MS Outlook®, Lotus Notes®, and Adobe Acrobat® enabling staff to work with what they are used to using while fully supporting paperless office initiatives
  • Efficient Access. Secure, remote access to files from anywhere at anytime
  • Resource Allocation. Eliminate "bottlenecks" in processes by identifying and allocating underutilized resources and more effectively balance your staff workload on a pre-planned or ad-hoc basis
  • Data Management. All related tax data organized around specific workflows, easily accessible, and securely stored and protected
Departmental Staff
  • Efficiency. Save time by electronically routing and tracking all tax folders and documents
  • Tasks & Priorities. Quickly prioritize critical tasks and view upcoming assignments to assist in managing individual workloads
  • Central Repository. Instantaneous access to all documents needed to promptly complete assignments
  • Personalization. Tailor your workflow views to match the way you work. An ONESOURCE WorkFlow Manager exclusive!
  • Checklists. Automated sign-off ensures compliance with departmental policies and procedures
  • Balance Work & Personal Life. Boosted productivity means less time in the office

Hosting and Data Security

We understand just how precious your documents are. That's why ONESOURCE WorkFlow Manager’s servers and all customer data are hosted on two world-class data centers offering:

  • Lower Cost of Ownership No servers to buy or maintain no software, and no additional IT staff. ONESOURCE WorkFlow Manager’s subscription model ensures that your costs are predictable and your upfront investment is minimal.
  • Rapid Deployment ONESOURCE WorkFlow Manager can be deployed quickly, integrates easily with other applications and websites, and is completely scalable to your company’s needs. Plus, all upgrades come directly from ONESOURCE WorkFlow Manager.
  • Powerful Security Protection ONESOURCE WorkFlow Manager uses sophisticated network and data center security technologies to keep your documents protected. Access control employs username and password authentication as well as 128-bit SSL encryption. With ONESOURCE WorkFlow Manager, all user sessions are tracked and recorded, creating a complete audit trail.
  • Superior Up-Time, Disaster Recovery, and Back-Up ONESOURCE WorkFlow Manager is hosted from two redundant off-site data centers that ensure a level of continuity, availability, and backup and disaster recovery not available with an in-house system. DVD copies can also be made of all files and documents for your in-house storage.
  • Increased Flexibility ONESOURCE WorkFlow Manager allows you to focus resources on your core business issues, not on IT maintenance. ONESOURCE WorkFlow Manager is completely scalable so it grows as your company grows – all without the risks, costs, and administrative responsibilities associated with developing and maintaining the required IT infrastructure.