eTaxPortal Benefits

Eliminate manual processes, reduce communication issues, and streamline tax department data and processes by centralizing all data, documents, communications and tasks in a single, online automated tool.

Effectively Managed and Streamlined Tax Function

A rich set of tax project templates and robust reporting make it easy for stakeholders in the tax function to effectively perform their responsibilities. The built in tax processes for automating document and workflow help manage and track all tasks and responsibilities associated with tax lifecycles, keeping projects on schedule and content safe.

Enhanced Collaboration and Communication

eTaxPortal allows team members to share content, assign tasks, review documents, view changes and establish project areas. It facilitates the flow of data from and among various tax processes and provides a mechanism to track communication with auditing authorities, share corporate documents with third part consultants, and track tasks required to facilitate audit. In addition, it allows internal and external messaging via Outlook.

Reduced Costs

eTaxPortal introduces tax process automation that improves productivity, timelines and lowers Total Cost of Ownership.

Exponential Data Power

eTaxPortal is built on a service-oriented architecture and can integrate with any third-party tool for easy access to data, including tax and accounting software, enterprise resource planning applications (ERPs) and compliance tools.

Simplified Document Management

eTaxPortal provides a central repository to store all tax related documents. It enables tax teams to consolidate documents from disparate systems to a single source and thereby a unified documents access is enforced.

Secured Client Data

Client data is secure both internally and externally. Internally, eTaxPortal has various role types that allow the flexibility needed to effectively serve clients, but with the security controls in place to protect client data. Externally, all data is stored in a world-class E&Y audited SAS 70 Type II Facility. Client/corporate data is available in a redundant environment along with 24/7 technical support.

Extended Technology Investments

Based entirely on open standards and architecture, eTaxPortal is compatible and can be integrated with the most common application servers, databases and storage systems, as well as, enterprise Sharepoint implementations. This extends the utility of existing technology investments and ensures compatibility with future technology advancements.

Superior Services

We offer the services you need to ease implementation and simplify managing the tax function; including a full range of implementation and training services. In addition, all software upgrades and 24/7 live support are included for the life of your subscription.

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.

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