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Organized. Complete. Ready.

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Organized

Controlled workflows for common tasks

Shared organizational information
among all tax disciplines

Accessible institutional knowledge for all

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Complete

Documents, all in one place
and always current

Task collaboration and transfer

Email integration saves time and effort

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Ready

Start using VTO today

Set up your organization
and users as you see fit

No hardware to buy or software to install

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It's Easy to Get Started

Let us help you finally get everyone on the same page Start with OrgChart Today!

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Innovative Tax Solutions For Every Business

Admin Watch Overview Video

The Administration module is the foundation of VTO, where you can manage your users and security infrastructure for the entire system. This module is included at no charge and is required in order to use VTO.

Org Chart Watch Overview Video

The heart of VTO, sharing your organizational structure and physical locations for all users and for use by each functional module. This module is also required to use VTO, and is the core of your subscription.

ExCert Watch Overview Video

This module allows you to request and store indirect tax exemption certificates from your customers, and issue them to your vendors. ExCert covers all U.S. states, Canada and the PST provinces, many tax types, and the common exempt types.

Workflow Watch Overview Video

Workflow Manager is used for controlling the workflow of common tasks performed by the tax department in a business. The initial launch included Audit Tracker and Notice Tracker, which provide the ability to track all audits and notices received from taxing jurisdictions throughout their lifecycles, and on December 9, 2019 we added Assignment Tracker, which provides tracking of common activities like tax registrations, voluntary disclosure agreements, and research projects.

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