Is InSource WorkFlow Manager right for your business?

InSource WorkFlow Manager is a great fit for many businesses. Find out if it's the right choice for you! Are you looking for a InSource WorkFlow Manager demo, technical support, product or pricing information or to simply to compare InSource WorkFlow Manager with competitive options? Quickly get answers and the information you need.

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.

Other Applications

The following applications are designed to work hand-in-hand with Workflow Manager:

  • Tax Preparation Software

"Workflow Manager" is part of the InSource WorkFlow Manager line of products, developed by Thomson Reuters.