Vertex Data and Workflow Management Solutions
Increase accuracy, improve control, and enhance visibility. Vertex Data and Workflow Management tools work seamlessly with Vertex’s provision and compliance applications to allow tax departments to:
- Strengthen provision practices
- Improve compliance accuracy
- Reduce audit exposure
Vertex® Data Collect
Reduce manual errors by automating data transfer for improved accuracy and increased productivity.
Features
- Use Microsoft® Excel to draw data directly from multiple systems and include this data as a standard part of the tax process in Vertex provision and compliance applications.
- Use existing Excel spreadsheets (or custom-built Excel templates) for provision and compliance data. The tool automatically populates the tax department Excel spreadsheets, and refreshes the data in the Vertex provision and compliance applications. An optional Web interface allows input from users when and where it's convenient.
- Eliminate the need to track and manage e-mails for data collection. The tool enables the distribution and collection of tax packages via the Web.
Vertex® Workflow Manager
Gain greater visibility into provision and compliance processes with Vertex Workflow Manager. Use this tool to integrate the review process and provide status updates in real time.
Features
- Distribute custom workflow templates to multiple entities and users
- Assign individual tasks to team members
- Track key interim deadlines and automatically send alerts to keep workflow on track
- Check the status of tasks in a workflow, or provide status updates to team members
- Instantly upload document revisions and send them through a user-defined review process
- Validate and approve data before it's incorporated into the Vertex compliance and provision applications
- Monitor changes in workflow events to support audits
Vertex® Document Manager
Vertex Document Manager automatically updates document status and appends version history to reflect modifications. This gives tax professionals the security of knowing that supporting documentation is stored in the same location as a return, which simplifies audit prep.
Features
- Give multiple users shared access to documents while maintaining version control, indexing, and tracking
- Search documents for data utilizing user-defined key words, full-text phrases, or process associations
- Manage document updates
Learn more about Vertex Data and Workflow Management Solutions or contact us today.