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InSource WorkFlow Manager

A web-based multi-module management system designed by Thomson Reuters.
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InSource WorkFlow Manager is an integrated document and workflow management solution. This product is designed to help your corporations tax departments standardize, automate, streamline and better manage all tax processes, projects and related tasks. Additionally, InSource WorkFlow Manager is a web-hosted solution; meaning your company will never have to worry about software updates, expensive hardware, backup copies; and any employee can access InSource WorkFlow Manager wherever there is an internet connection.

Tax Preparation Software

In addition to being a powerful workflow management solution, InSource Workflow Manager is your complete tax reporting solution as well. InSource WorkFlow Manager will automate the process of data gathering data for tax reporting purposes. The existence of a web-based tax calendar will show your managers all due dates, both statutory and internal; ensuring your staff never misses a deadline because of a lack of information.

Workflow Manager

InSource Workflow manager is your tax department’s complete document and workflow management solution. WorkFlow Manager will store all of your company’s tax documents in one place, regardless of what program was used to create them (e.g., Microsoft office products or your industry specific software). By storing all of your documents in one place retrieval editing and archiving of all tax workpapers will make it easier for your staff to find needed materials; increasing overall efficiency. Electronic Checklists, configured by your staff, ensure that all documents meet your company’s detail level for approval. InSource Workflow Manager also allows you to electronically assign tasks to your employees. Your employees, who have assigned to tasks, will receive automated reminder emails when work is due; and your managers will receive automated emails when employees under their supervision complete tasks. InSource WorkFlow Manager provides unprecedented visibility, for upper management, over all tax processes. Additionally, this workflow management solution will provide streamlined communication between your employees; resulting in increased efficiency.

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