logo-efileconnect

efileConnect – Global AEOI tax reporting

Solution for secure Cloud Based Electronic AEOI Tax Reporting & Management.

efileConnect

efileConnect is a cloud based secure end-to-end AEOI Process Management & Electronic Filing Solution. Managing the global requirements of both US FATCA and OECD CRS, as well as being capable of any form of electronic filing.

It is extremely scalable; equally suitable for an entire remit of organisation sizes. For example, its multi-tenant hosted architecture can provide a very cost-effective single user solution. Similarly, the same technology can provide a state of the art internally hosted white label solution configured to reflect an organisation’s own unique branding and corporate identity. Scalable to a practically unlimited number of internal and external users.

A hybrid solution provides not only a secure online solution internally, but also to clients or outsourcing partners as a cost effective yet potentially significant value adding and highly differentiating service.

AEOI Filing management – Video Presentation

Key features

Data uploading

Promoting efficiency, accuracy and simplicity, efileConnect provides a comprehensive range powerful integration options.

  • Seamless ViewPoint Integration

  • Third Party Solution Integration

  • Microsoft Excel Worksheet Imports

  • White Label PDF Form Template Imports

image-cloud

Management & control

To provide useful, intuitive and easy to use Management Information, efileConnect offers 3 highly configurable Dashboards.  Each dashboard is pragmatically complemented with its own dynamic data-grid to detail the specific information that makes up the dashboard view.

image-laptop-tools
  • Progress Charts

  • Calendar View

  • Interactive Global activity map

End-to-end processing

Each submission has its own 5 step workflow to provide a complete end-to-end management of data and filings.

  • Onboarding

    Flexible data onboarding

  • Validation

    3 Stage Rule Based Data Validation

  • Approval

    Hierarchical Approval

  • Submission

    International schema generation

  • Archiving

    Complete governance

  • onboarding-icon
  • validation-icon
  • approval-icon
  • submission-icon
  • archiving-icon

Implementation

There are a variety of delivery combinations that can be implemented to match the needs of each efileConnect using organisation.

  • Hosted & Non-Hosted Platform
  • Single Tenant & Multi-Tenant Architecture
  • Secure Encrypted Access: Internal Users, Intermediaries & / or Clients
  • Own Corporate Identity / Brand Options

Do you need more information?

Others Solutions

We deliver solutions with complete services to meet your needs better

Viewpoint – Entity Governance & Compliance Solutions

We are proud to be partner with ViewPoint, the World’s Leading Entity Governance Solution.

Consulting services

Sellys provides specialized technology services for the financial services, Fintechs and startups.

efileConnect – Global AEOI tax reporting