With Entity Designer, users can generate comprehensive reports in both graphical and tabular formats. The tool enables the quick creation of entity charts, adding clear visuals to periodic reports. Additionally, users can produce detailed tabular reports from the same dataset, ensuring all reporting needs are met efficiently and accurately. This functionality saves time and enhances the clarity of data presentation.
Orbitax Entity Designer
Visualize your entity data in a range of layouts based on custom filtersBook a Meeting Find out more
Overview
Managing entity data can be a challenging task for tax and legal professionals. The ongoing demands of creating visual representations, generating reports, and adhering to various tax requirements can be overwhelming. Customizing reports to meet specific stakeholder needs and ensuring they are distributed on time adds further complexity. Moreover, keeping these visualizations updated with the latest entity-relevant information is often a time-consuming process that distracts from other essential tasks.
Orbitax Entity Designer simplifies this process by offering a robust organizational charting tool designed to streamline the management and visualization of entity data. Its powerful features and user-friendly interface enhance your ability to create organizational charts and improve the efficiency of your tax compliance and planning efforts.
Key Features & Benefits
| Key Features | Benefits |
|---|---|
| Visual representations of all your entities with the ability to generate reports in both graphical and tabular formats. | Create entity charts faster to enhance your periodic reports and have the ability of generating tabular reports from the same dataset. |
| Customized display settings and the ability to create updated automated reports that are required to comply with BEPS Action 13, as well as other tax compliance reporting requirements. | Use the same entity data used in your CbC report in the platform to also create the relevant charts for filing in an automated process. |
| Automatically schedule custom charts and reports to be distributed to various stakeholders. | Avoid the hassle of manually sending periodic reports to internal and external stakeholders and have custom reports scheduled to be automatically sent periodically. |
| Create filtered views of entity charts and overlay with tax relevant information. | Avoid editing the charts afterwards to add relevant tax information and footnotes by having the ability to configure and add them directly from the system in a user-friendly way. |
Powerful Collaboration Tools
Add any Orbitax solution license to receive a host of complimentary powerful tools to integrate with your daily workflow...
Dashboard & Analytics
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.
Contacts & Chat
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.
Video Meetings
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.
Document Repository
Secure document storage and management for all your tax documentation, files and meeting notes. Boost your file storage premium features available with the Orbitax Drive.
Task Manager
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.
Activity Tracker
Automatically monitors and displays all activity across your Orbitax projects, including when users log in, change/upload data, along with timestamps and ability to generate comprehesive audit reports.