Goal Documentation Management System
The document management system created by Goal Group has been designed to make the handling of withholding tax and support of source documentation much easier for businesses.
The GDMS documentation management system which was built by Goal Group has the ability to offer your business control of structured workflows for the process of requesting a document from a client or clients tax authority. The management system has the ability to receive, scan, store and send documentation to the relevant tax authority or custodian. Flexibility is a key feature of our document management system due to the fact that different businesses use different database and storage systems.
Tailored to your needs
With this in mind our document management system can be tailored to meet any requirements such as in-house bespoke databases which are widespread in business. The Goal Group tax documentation management systems can also be integrated with 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 email@example.com. Alternatively, contact Goal Group on +44 (0) 20 8760 7130