Document Manager - GDMS
The document manager produced by Goal Group (known as GDMS) is specifically designed to facilitate the handling of withholding tax and support of source documentation.
The GDMS document manager produced by Goal Group will add control to structured workflows for the process of requesting a document from a client or clients tax authority. The document manager allows you to receive, scan, store and send documentation to the relevant tax authority or custodian. The document manager is highly flexible and can be tailored to meet specific requirements and processes for your business.
In addition the GDMS document manager is designed to be integrated with your own in-house database or Goal Group’s Global Tax Reclamation Solution (GTRS), which is recognised as the industry-leading solution and is licensed by several major Global Custodians and Private Banks around the globe.
Goal Group will also provide you with a Webex or on-site demonstration of the GDMS document manger functionality which includes:
- Defining any type of document class, tailoring specific checks to be performed on instances of this document class once received and letters to be generated relative to having POA status etc.
- At a glance status of all document workflows currently in progress against any given client as well as their current valid document set. This includes, but is not limited to, all workflows across any/all clients with any outstanding action in need of immediate attention. For example documentation that has now expired etc.
- Full Audit history for a given document and/or a given client.
- Fully configurable access permissions and verification of all user actions.
- Configurable letter generation; tailored to specific recipients and clients.
- Ability to print and attach documents to email.
- Plug-in client database – can be tailored to specific client database’s not just GTRS.
- Full concurrency and transaction control.
For further information, please contact Stephen Everard by email at severard@goalgroup.com. Alternatively, contact Goal Group on +44 (0) 20 8760 7130
