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.
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Seamless ViewPoint Integration
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Third Party Solution Integration
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Microsoft Excel Worksheet Imports
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White Label PDF Form Template Imports
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.
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Progress Charts
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Calendar View
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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.
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Onboarding
Flexible data onboarding
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Validation
3 Stage Rule Based Data Validation
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Approval
Hierarchical Approval
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Submission
International schema generation
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Archiving
Complete governance
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