TPdoc Product Demo | Client Management

TPdoc: The smart documentation tool for Transfer Pricing professionals.
In this video of the TPdoc product demonstration series, we discuss how to set up the client and user management feature. TPdoc’s client and user management feature allows you to set up various transfer pricing documentation workstreams in terms of clients and fiscal years. A new client can be added to the system by providing client information, setting-up user rights and levels of access, as well as creating a fiscal year to be documented. You can set the country Local Files, and assign preparer and reviewer user roles. You can also schedule important deadlines to assist users to be fully compliant and in control.
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