Entity Tracker
Maintain a historical record of all entity data with sophisticated filtersOverview
Maintain a historical record of all entity data and create detailed visual organization charts.
The Orbitax Entity Tracker maintains a historical record of all entity data which can be accessed online concurrently by multiple users depending on set permission levels.
The data can be exported into various formats with the help of sophisticated filters to both import into other solutions as well as to create custom reports which can be distributed to stakeholders at prescheduled frequencies. A fully integrated entity designer allows visual representations of the entity data which can then be exported into various file formats.
Features
Historical Entity Database
Maintains a history of all changes in an entity’s lifecycle including legal and tax relevant information such as ownership changes and changes in entity type.
Collaborate & Collect Data
Work concurrently to maintain entity data with other users depending on set permission levels and distribute data collection surveys and tasks.
Schedule Custom Reports
Schedule custom entity reports to be distributed automatically to various stakeholders at set frequencies via the Task Manager.
Create Visual Charts
Enables you to create a visual representation of all your entities with the ability to generate reports in both graphical and tabular formats.
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.