TAX OPERATIONS FILE MANAGER ™
The Planitax Tax Operations module provides several core capabilities
that are utilized by every module in the Corporate Tax Horizons™
suite. These capabilities include:
- Planitax File Manager Module for Tax Document Management
- Administration and Configuration
- Contact Tracking
- Security and User Access
- Tax Project Management
Planitax File Manager
The Planitax File Manager module is a comprehensive document
storage and tracking solution that is delivered as a standard component
of the Tax Operations.
File Manager is ideal for companies that:
- Need more efficient access to tax documents
- Require audit trails and document controls not supported by the Windows
file system and other storage systems
- Don’t want to be saddled with configuring and managing a large,
enterprise-wide document management system
File Manager enables tax to create a central repository of all critical
tax documents that can quickly and easily be retrieved to support the
entire tax lifecycle—from planning through audits. It is easy
to set up, intuitive to use, and because Planitax enables you to subscribe
to the software, it requires minimal IT resources and support. Once
up and running, File Manager supports critical tax and regulatory requirements
that are required for Sarbanes-Oxley and other regulatory compliance and
internal controls. Furthermore, it is integrated with the other
modules in the Horizons suite enabling efficient document access and sharing
for processes such as entity and audit management.
The primary capabilities of Planitax File Manager include:
- A single, secure, centralized document repository
- Powerful document categorization and search mechanisms that make locating
documents easy
- Secure access control and audit logging to increase accountability
and protection
- Important functions that satisfy critical regulatory requirements
that traditional file systems cannot address
- Integration with other Planitax modules to provide a shared document
repository that can be linked across the entire tax lifecycle
Administration and Configuration
Each module in the Horizons suite can be configured to reflect
your specific processes, terminology, and requirements. In addition, capabilities
can be personalized to suit the needs of the individual user without
requiring excessive administrative, support, and/or consulting resources.
Contact Management
Contact management enables tax departments to manage detailed
information about tax department staff, contractors, litigators, tax authorities,
and all the other people who work with and interact with the tax department.
By storing this data centrally it is more accessible across the department,
it is easier to maintain, and it is safe from inadvertent deletion.
Security and User Access
Planitax Horizons employs a range of advanced security technologies
to ensure that confidential data stays confidential and is protected accordingly.
Primary security capabilities include user authentication to verify identity
during login, role-based security to shield certain users from accessing
confidential data, and audit trails to track user actions such as modifications
to specific records.
Project Management
Tax departments are constantly managing a wide variety of projects
and resources. Planitax Project Manager enables you to track projects,
resources, activities, and associated documents easily and efficiently.
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