onesource workflow manager

Transcription

1 onesource workflow manager for Wealth Management TAX & ACCOUNTING

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3 improve processes for full compliance The more efficient your office, the better you can serve your clients and comply with regulations. ONESOURCE WorkFlow Manager can help. It uniquely combines comprehensive document management, workflow, and scanning features with sophisticated functionality and the power of the Internet to help you manage compliance risk. It s tailored to your unique needs and backed by unparalleled service to provide your institution with a solution that can effectively track, secure, and streamline all documents for any business process. That s the kind of efficiency your clients can appreciate. And the kind of compliance your business demands. View overall progress of your workflows by group or activity through a user-configurable dashboard.

4 Built for your wealth management processes ONESOURCE WorkFlow Manager web-based software standardizes and organizes volumes of documents and offers the flexibility to share, route, and review files whenever needed. Remote access lifts the restrictions of time and distance, while advanced security maintains the integrity of your documents. Automate your most labor intensive processes, including account openings, regulatory reviews, discretionary payments, estate administration, and more. Benefits include: Secure accessibility. All data and documents are accessible from anywhere at any time, enabling you to share data securely without using . Improved compliance. Guarantee that internal processes adhere to companywide management policies. Audit preparedness. Ensure that your department follows industry regulations, and be able to prove it. Built-in audit trail capabilities track all task and document activity. Unmatched client service. Respond to client inquiries in seconds via instant access to files and event statuses. Reduced operating costs. Eliminate the costs of paper files, storage fees, postage, printing, administrative overhead, etc. Easy configuration. Customize drawers, index structures, workflows, and reports so that files can be quickly located according to the requirements of each department. Ensured business continuity. Backed by the power of the Thomson Reuters redundant data centers, you ll never worry about losing data. Elimination of manual processes. Automate your procedures including paper-intensive tasks like account openings. Never lose a document. Search and locate files instantly via multiple indexes or text within a document. You can even use your own saved searches. Work the way you always have. We won t change your workflow, just make it more efficient, including easy customization of collaborative business processes. Rapid deployment. Take advantage of our wealth management expertise and best practices to be up and running within weeks. The client folder has all the task activity, checklists, notes, and documents to give you a complete status of projects.

5 ONESOURCE WORKFLOW MANAGER FEATURES SPEND LESS TIME ON INDIVIDUAL TASKS AND MORE TIME ON your BUSINESS Free yourself from manual processes to focus on your business. ONESOURCE WorkFlow Manager offers an arsenal of features that help support a seamless workflow. Ensure compliance throughout your organization ONESOURCE WorkFlow Manager turns your current procedures into automated processes that comply with applicable regulations and internal policies. Whether you operate in one location or in multiple offices, everyone will follow the same guidelines to help reduce your overall compliance risk. Industry-specific customization. Segregate workflows and documents into electronic drawers that mirror how you manage your work. Create index schemes using industry terminology and values that are easy to remember. Automatically monitors and tracks processes. A template of tasks and related checklists make your processes easy to maintain. Users can attach notes and insert instructions for others. And a complete audit trail tracks activity by person, date, and time. Easy-to-see statuses. Graphical analyses of workflows provide improved workload planning and reallocation. Easily reassign tasks and send notifications directly through ONESOURCE WorkFlow Manager. Ensures form integrity. Store your business form templates with associated workflows so that staff always uses the latest version. Start a new workflow and you ll find forms waiting for editing and completion. Increase productivity with advanced integration ONESOURCE WorkFlow Manager works seamlessly with other business software you already use. You can easily import and access documents and files in a flash, and be assured that files are indexed and stored consistently. Microsoft Word and Excel. Save Word and Excel files directly into ONESOURCE WorkFlow Manager and access those same documents for viewing or editing from Word and Excel. Microsoft Outlook and Lotus Notes. Save inbound and outbound messages directly into ONESOURCE WorkFlow Manager with the ability to separately index attachments and quickly send documents or links with a single mouse-click. Adobe Acrobat. Take advantage of rich review features for scanned images, including annotating, notes, bookmarking, merging, appending, highlighting, and other useful commenting features. Locate documents easily Respond quickly to client inquiries anytime, anywhere with powerful search features. ONESOURCE WorkFlow Manager eliminates time spent finding documents, photocopying, and returning calls or s. Simply enter your search criteria and select the document to view it in its original format. Virtual folders contain all client documents, tasks with due dates, staff assignments, signoffs, checklists, and notes. Customized indexes help you locate the exact documents you need, when you need them. Optical Character Recognition (OCR) technology enables you to find every file that contains specific words or phrases within the body of the document. Pertinent words are highlighted so that they re easily located. Save a personal list of searches to speed up common inquiries. When an assigned task is completed, the workflow is routed to the next person via an notification. You ll never lose a document. Finding them is quick and easy.

6 Automate scanning and save countless hours With the fully integrated ScanFlow module of ONESOURCE WorkFlow Manager, you can create a true paperless process. Now you can scan documents upfront and file them automatically into electronic client folders and link them to a workflow for review and signoff. 100% accurate barcode and indexing features. Scan large batches of documents quickly. It's a sophisticated solution that identifies documents as they are scanned, converts them to PDF format, and then files them in the appropriate folders. Track the status of scanned documents. Plus, you can receive notifications that alert you if documents are not scanned in a timely manner. Protect file integrity through access control ONESOURCE WorkFlow Manager offers multiple layers of security to give you full control over your workflows and documents. You determine the files each staff member or group can access, and the activities they can perform. This advanced security enables you to: Easily configure privileges for your staff, while preventing unauthorized access. Restrict folder and document viewing, editing, and ing as required by job function. View detailed audit reports that show every user action from creation through deletion. Archive files so that they can be viewed, but not edited. Define policies for automated file retention, archiving and purging. Safeguard your files With ONESOURCE WorkFlow Manager, you re assured that your data is in the safest location possible. This secure, web-hosted system uses sophisticated network and data center security technologies to protect all your documents and data. Access control employs user name and password authentication and 128-bit SSL encryption. The system is hosted from two redundant Thomson Reuters data centers that ensure a level of continuity, availability, back-up, and disaster recovery not available with an in-house system. Use barcode technology to automatically index and file large groups of scanned documents. ONESOURCE WorkFlow Manager has a customizable, intuitive interface backed by enterprise-level security. Contact us today to see how ONESOURCE WorkFlow Manager can improve your financial institution s efficiency.

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8 onesource Corporate Solutions Workflow - Software - Services - Consulting - Data Management - Research global solutions Global Tax Planning Tax Provision Transfer Pricing WorkFlow Manager No matter where you do business today, a global perspective is essential to achieve success. That s why Thomson Reuters has focused on developing tax software and services that function globally and enable customers to maintain accurate and seamless compliance with increasingly complex international tax laws and accounting rules. LOCAL solutions AMERICAS EMEA APAC ONESOURCE from Thomson Reuters provides the localized resources and expertise you need to manage your taxes in numerous jurisdictions worldwide and we continue to expand. Bridging important language, currency, and regulatory gaps, our local solutions and software can help you smoothly interact with the tax requirements and accounting practices in your specific location. Business License Income Tax Indirect Tax Property Tax Tax Information Reporting Trust Tax Unclaimed Property Accounts Production Corporate Tax Indirect Tax Tax Information Reporting Corporate Tax Fringe Benefits Tax Indirect Tax Trusts New York 195 Broadway, 9th Floor New York, NY Carrollton 2395 Midway Road Carrollton, TX press 3 onesource.thomsonreuters.com/trust-tax 2011 Thomson Reuters/OneSource. All Rights Reserved. ONESOURCE_WorkFlow_Manager_Wealth_Management_BR_22011_500