Dashboards to Simplify Processes

eTaxFileRoom provides project dashboards, as well as individual dashboards that give transparency and visibility to all tax processes.
Project Dashboard

The Project Dashboard is designed to give administrators transparency and visibility to all the tax projects and processes. It allows users to view the status of a project through statistics and multi-dimensional reporting. In addition, administrators can see the individual status of all documents.

Personal Dashboard

eTaxFileRoom gives you the ability to create custom, personalized dashboards. It provides the user complete control of the information that he or she wants to view. For example, team members can view all the documents which are due today, past due and overdue; they can also view documents’ status along with name of the project to which they are assigned.

Intuitive Document Lifecycle Management

It begins with document approval lifecycle in which documents can be assigned to the team members of the project. As a document moves through the cycle, its status changes from assigned, prepared, reviewed and finally to completed.

Every time a document is modified or changed, eTaxFileRoom locks the version and keeps records. The Project Dashboard and a user’s Personal Dashboard will display all the documents and their status; thus, keeping all users informed.

At the time of uploading the documents, each is classified according to the standard taxonomy. All the categorized documents can be viewed in eTaxFileRoom and any report can be exported to Excel.

Classification of Taxonomy

eTaxFileRoom provides classification of taxonomy that helps improve content discoverability and content reuse, both of which enhance team productivity. It allows tax departments to dictate their own, unlimited standard classifications that are applied to every document that is uploaded. A report of all classified documents can be generated and exported to Excel.

Multiple File Uploading

eTaxFileRoom allows multiple file uploading functionality. Documents can be uploaded in any format instantly.

Notification and Alerts

At every step of the document lifecycle, email notifications are generated through the eTaxFileRoom application, starting with informing a user that he or she is assigned to a project. Every team member who is participating will be notified by eTaxFileRoom about a documents’ status change. Reminders can be created to keep the team members on target.

Version Control

Every time the document is modified or changed, eTaxFileRoom locks the version and keeps records of each modification or change..

Outlook Integration to Projects

eTaxPortal enables a powerful integration to Microsoft Outlook. One can effectively manage his or her email by the ability to link important messages to a project or file. In addition to sending email to the Project, eTaxFileRoom lets you create VCalendar entries that can be added to your calendar.

Effective and Secure User Management

eTaxPortal allows organizations to manage users and their access to information.

Easily Managed Communication Channels

eTaxFileRoom application increases the efficacy of operations by providing internal messaging, as well as external messaging. This means that when the organization’s project team sends an email message, that message will be received by the recipient at his or her email address, as well as in the recipient’s Inbox in the eTaxFileRoom application.


To request more information or to order please call 800.224.1260