Easy to Use
Intelysys eTaxFileRoom application provides all the critical components of document management in one easy-to-use intuitive interface accessible through any web browser. It enables tax department to safely access, manage, and share content anytime anywhere.

Reduces Cost
eTaxFileRoom reduces overall cost by automating all your document management within your tax department. It increases efficiency and accuracy; as a result tax professional can focus on more valuable activities such as tax planning. eTaxFileRoom does not require any client installation, as anyone can access the functionality through a web enabled workspace. eTaxFileRoom messaging feature also eliminates the email file attachments significantly reducing the burden on email servers while improving security and compliance. eTaxFileRoom delivers maximum flexibility with lower cost of ownership.

Facilitates Collaboration and Share Information
Intelysys eTaxFileRoom has a simplified model for document sharing and collaboration. Users can share, modify and view tax documents all through an intuitive interface accessible through any web browser. It enhances coordination between tax teams and intercompany departments. Team members in the tax department can work on multiple projects at the same time. eTaxFileRoom provides document level security so that tax department can even safely share the content with any customers and partners outside of an organization.

Improves Controls for SOX Compliance
With Intelysys eTaxFileRoom, organizations can effectively address growing compliance requirements. All the users’ access in eTaxFileRoom is identified tracked and are based on role types. eTaxFileRoom record every user making changes in the tax files with the Check in and checkout capabilities. With the version control capabilities every version of the document is saved online in eTaxFileRoom. It provides complete document approval cycle. All the reports are exportable to excel.

Document Management through eTaxFileRoom
eTaxFileRoom document Management meets today’s collaborative challenge with all the component that a Tax department need to access, manage and share. It addresses all the document centric compliance issues and eliminates any material weaknesses. It improves document management by converting from paper processes to electronic automated processes. It provides a complete automated document life cycle including how documents are prepared, reviewed, and approved; where they are stored; and how they are ultimately disposed off and retained. It provides a central repository to store all tax related documents and files and organize them in a logical way. Classified taxonomy helps improve content discoverability and reuse, which is an essential tools for compliance and critical for team efficiency. Email and documents can be stored within a common system providing organizations with an attractive and comprehensive solution for managing all unstructured content.

Streamline and Automates Tax Process
eTaxFileRoom help Tax department streamline their processes and improve document management by converting from paper processes to electronic automated processes. It provides a complete automated document life cycle including how documents are prepared, reviewed, and approved; where they are stored; and how they are ultimately disposed off and retained. It provides a central repository to store all tax related documents and files and organize them in a logical way. Classified taxonomy helps improve content discoverability and reuse, which is an essential tools for compliance and critical for team efficiency.

Powerful Workflow Engine
eTaxFileRoom takes tax department well beyond basic routing and approval. The embedded logic in eTaxFileRoom allow tax department to automate more complex tax processes. Email notification and support for automated classification and categorization of documents improves process communication and accelerates process completion. Shared Library also helps automate access management. Version control of document and access log increase content security and maintain audit trails.

Highly Adaptable Environment
eTaxFileRoom has a user friendly interface. It gives a user flexibility to use the eTaxFileRoom according to the need of a particular project. The team member can have access to eTaxFileRoom according to their role type. All the Users can be given rights to accesses or work on certain documents. For example an “administrator” might upload the document and assign rights to the “Internal User” as a “Preparer” or a “Reviewer”. “Read only” right can be assigned to the “External user” only to view the documents. An Internal who could have an “Approver” or a “Reviewer” rights can work on a document, change the status and drive it to the completion. An “Approver” can finally close or “sign off” the documents.

Robust Security
Since tax departments have document-centric processes that involve sensitive or confidential data, associated workflows must be able to control who can view and administer these processes. Intelysys eTaxFileRoom enables administrators to flexibly control access to eTaxPortal functionality and content through eTaxFileRoom abilities. It provide Security and user management with user, groups and roles. Administrator can assign permissions on tasks and documents as well as define different level of access and right.

To request more information or to order please call 800.224.1260