Automated workflows based on any recurring tax or business process
Global Head of Sales & Partnerships
Use the intuitive drag-and-drop interface to build your desired workflow from start to end. Choose from various actions ranging from sourcing data, transforming data, applying tax rules, generating reports, reviewing data, distributing reports and establishing API connections to other third-party solutions and tax authority e-filing portals.
Each action in your workflow can be fully customized, including conditions on when the action should trigger, due dates for when the action should be completed, ability to assign stakeholders or dynamic roles, and provide checklists and documentation to help users complete each action and much more.
Orbitax E.A.T. can intelligently automate your workflows by distributing the required tasks on a recurring basis, involving stakeholders based on dynamic roles and conditions, and includes built-in logic to automatically adjust for law changes and changes in MNE footprint.
Keep on top of the progress of your E.A.T. workflows with detailed analytical visuals (powered by Microsoft Power BI) including overview of active, complete and upcoming workflows, workflows by due date, workflows by assigned stakeholder and more. Create custom analytic views and send analytical reports to stakeholders.
Get an overview of various data elements being maintained on the Orbitax platform including footprint data and data from the Orbitax Tax Rules & Rates Database. Powered by Microsoft Power BI.
Import your list of contacts into Orbitax, assign roles and permissions, and chat with individuals or create custom groups to discuss data population, filing obligations and anything in between.
Use the built-in Orbitax Meet feature to start or schedule a video meeting with members from your Orbitax Contacts list. Arrange meetings, share your screen and save meeting recordings to the Orbitax Drive.
Secure document storage and management for all your tax documentation, files and meeting notes. Boost your file storage premium features available with the
Assign tasks and timelines to various stakeholders, including checklists, attachments, comments, custom alerts and more. Monitor and manage all tasks from the powerful Task Manager dashboard.
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Get in touch
For demo requests, technical support, general enquiries and feedback, please send us a message. A member of the Orbitax Team will get back to you shortly.
