eTaxPortal provides a comprehensive collaboration workspace for the various groups involved in the tax function. It addresses automation, controls, collaboration and information sharing, along with risk management that drives tax processes and enhance productivity manifolds.

Corporations

Create an effective global tax function by facilitating the incremental creation of corporate data and providing unified, real-time access to information held in disparate systems. Reduce risk and increase time employees can spend on value-added activities, such as, tax analysis and planning, to reduce ETR and increase cash flow in one comprehensive tool.

The Workflow Management and Document Management modules of eTaxPortal enable tax teams to securely access, share and control digital assets and information. Furthermore, it facilitates the incremental creation of corporate data and provides unified, real-time access to information held in disparate systems.

The eTaxPortal product suite is available as a modular solution allowing corporations, partnerships and CPA firms to subscribe to the “modules” of the portal that they need or want. For example, a corporation or CPA firm might want to start with the eTaxCalendar so that they can begin to facilitate their filing, extension and payment obligations. Taking a phased approach can reduce risk associated with change management and internal adoption of a new technology.

CPA Firms

Cost effectively manage all of your client engagements by reducing communication issues and errors, streamlining the tax process, decreasing ETR and increasing cash flow and transparency of data. Communicate with your clients, keep track of your client compliance and audit cycles and streamline the workflow of your associates working on client projects.

Features

• Cost effective, software as a service tax portal
• Highly adaptable and intuitive interface accessible 24/7 through any web browser
• Full document management
  • Categorization (tax lifecycle, tax types, jurisdictions, fiscal years, ect.)
  • Attribute and full text Search
  • Versioning
• Valuable tax project management
  • Project and individual dashboards give transparency and visibility to all tax processes
  • Ability to track audit trail and life of projects
  • Project and data repository and archive
  • Standard workflows for various tax processes like provision, sales & use, Fin48, FAS 109
  • Ability to create custom tax process workflow templates
  • Robust role based security and strong access control to comply with SOX
  • Email reminders and alerts
• Tax relevant workspaces
  • My Portal
  • Project Portal
  • Documents Library and Lifecycle
  • Shared Library
  • Issue Log Portal – track and resolve issues
• Multiple file uploading
  • Classification of taxonomy
  • Tax document reporting
  • Software as a Service
• Dedicated Servers
  • Backup Server: Dedicated Hot Backup server option is available for clients with mission critical failover needs.
  • Dedicated Firewall: Clients who have strict access requirements mandated by their security departments have the option of using a dedicated firewall controlled by them.
  • Dedicated SAN Data Backup: For clients who needs the isolation of their data on their dedicated drives.
• More info on Tax Process Automation tools.
• More info on eTaxCalendar.