Tax Form Management Clients: Exciting Platform Enhancements for the 2016 Tax Year
Over the next 12 months, Tax Form Management (TFM) clients will see some major enhancements to their platform! Starting September 28th, Equifax will start rolling out phase one of its initiative to provide more value to Tax Form Management clients and enhance their overall user experience.
Phase I: Self-Service Configuration Manager
This year, TFM clients will be able to go through the annual implementation process using the new Configuration Manager. This new functionality allows users to set their own configuration options on mytaxform.com as a webManager and will replace the typical Configuration call held with clients to kick off the season. Configuration Manager will allow users to:
- Review contracted services
- Assign client contacts that will work on the implementation project
- Add/edit webManager users and roles
- Capture website configurations
- Configure print settings
- Enter optional services settings
- Set implementation milestone dates, such as when data files will be provided
While the self-service wizard is intuitive, Equifax Implementation Managers will be assigned to each client and available to help through the process. The Implementation team will be reaching out to clients about the new process in September and the new functionality will be rolled out beginning September 28th. More detailed instructions and documentation on how to use this functionality will be released soon.
Phase II: New and Intuitive Interface – We Need Your Feedback!
The second phase of the modernization effort will include an updated user interface designed to be more compatible for mobile devices. The new look of your TFM solution will include an updated workflow, tutorial library, dashboards, and much more! As a part of this effort, we will be soliciting clients’ feedback. We want to hear from you, so we’ll be sending a survey in the September/October timeframe to gather input from users.
Important notice about w2express.com
As of November 1st, tax forms will no longer be accessible through w2express.com. Clients should make sure that all users are directed to mytaxform.com to view their tax forms. Any user who visits w2express.com will be redirected to the new URL.
We will continue to send communications about features and enhancements as they roll-out, so be on the lookout for more information!