Abstract: Provided is a system, method, and apparatus for automatically preparing documents for a multi-national organization. The method includes generating a document preparation workflow based on multi-national organization data for the multi-national organization, the document preparation workflow including a sequence of nodes based on multi-national organization data and rules data, the multi-national organization data including at least one multi-national organization chart and transactions associated with the multi-national organization, configuring at least one node of the sequence of nodes by identifying at least one role associated with the at least one node of a plurality of roles, and executing the document preparation workflow by automatically performing a plurality of actions associated with the sequence of nodes based on the multi-national organization data and the rules data.

Abstract: Provided is a system, method, and apparatus for generating and executing a workflow program. The method includes providing an interactive graphical user interface configured to facilitate each advisor user to create at least one workflow program, receive a plurality of workflow programs, each workflow program including at least a portion of an executable workflow, receive workflow data associated with the plurality of workflow programs, the workflow data including at least one element of metadata, host the plurality of workflow programs in association with the workflow data, receive, from a client user of the plurality of client users, a selected workflow program of the plurality of workflow programs, the selected workflow program associated with an advisor user of the plurality of advisor users, and generate a workspace environment accessible to the advisor user corresponding to the selected workflow program.

Abstract: Provided is a system, method, and apparatus for automatically preparing documents for a multi-national organization. The method includes generating a document preparation workflow based on multi-national organization data for the multi-national organization, the document preparation workflow including a sequence of nodes based on multi-national organization data and rules data, the multi-national organization data including at least one multi-national organization chart and transactions associated with the multi-national organization, configuring at least one node of the sequence of nodes by identifying at least one role associated with the at least one node of a plurality of roles, and executing the document preparation workflow by automatically performing a plurality of actions associated with the sequence of nodes based on the multi-national organization data and the rules data.

Abstract: Provided is a system, method, and apparatus for automatically preparing documents for a multi-national organization, such as preparation of international documents, regulatory filings, tax document preparation or financial reports. The method includes generating a document preparation workflow based on multi-national organization data for the multi-national organization, the document preparation workflow including a sequence of nodes based on multi-national organization data and rules data, the multi-national organization data including at least one multi-national organization chart and transactions associated with the multi-national organization, configuring at least one node of the sequence of nodes by identifying at least one role associated with the at least one node of a plurality of roles, and executing the document preparation workflow by automatically performing a plurality of actions associated with the sequence of nodes based on the multi-national organization data and the rules data.

Abstract: Provided is a system, method, and apparatus for automatically preparing documents for a multi-national organization, such as preparation of international documents, regulatory filings, tax document preparation or financial reports. The method includes generating a document preparation workflow based on multi-national organization data for the multi-national organization, the document preparation workflow including a sequence of nodes based on multi-national organization data and rules data, the multi-national organization data including at least one multi-national organization chart and transactions associated with the multi-national organization, configuring at least one node of the sequence of nodes by identifying at least one role associated with the at least one node of a plurality of roles, and executing the document preparation workflow by automatically performing a plurality of actions associated with the sequence of nodes based on the multi-national organization data and the rules data.

Abstract: An automatic international tax planning system is described. In a distributed client server computer network, a transaction analyzer and tax planning system is employed to define a transaction between a company in a first country and a company in a second country. The system first identifies the business entities within a multinational company and the tax paying status for the business entities with respect to an international transaction. The system next identifies any intercompany transactions that can be created to reduce taxes paid by the company for a transaction involving a second company in a receiving country. A user interface takes input in the form of data and parameters from a user, and provides a selection of possible strategies regarding the routing and/or structuring of the transaction. The user selects one or more strategies to evaluate and engages a tax calculation engine to calculate the tax cost associated with the selected strategy.