Move the cursor over the workflow to see a close-up

This diagram shows how SaveTax functions with regard to a banking system.

• Step 1: Data extraction and integration
  Transactions are extracted from the banking system and imported into the SaveTax database via an XML matrix, while maintaining the nomeneclature of the banking system.
• Step 2 : Parameterization
  SaveTax is parameterized to group information by paragraph and to define the data to be processed so that reports can be generated.
• Step 3 : Calculations and production of reports
  Reports and official forms are produced for a client or a group of clients.
• Step 4 : Administration
  Our Addressee functionnality handles report dispatches to multiple recipients (for instance directly to a client and/or the client’s accounting firm). You can monitor all changes incurred in the course of tax processing.