eFx is a cloud-based platform that enables a state to securely store, audit, manage, and build reports for electronically filed Premium Tax returns and other required filings. With a wide array of capabilities and features- plus the ability to enter and export data- eFx does all the heavy lifting so you can immediately and efficiently manage return data.

KEY FEATURES

DATA MANAGEMENT

Choose fields from your returns to import into eFx. Create customized templates to upload external data, including remittance/payment amounts, company info, historical data, etc.

AUDITS & ACTIVITY TRACKING

eFx allows users to perform audits on submitted filings. An activity tracker displays a record of the user, action
performed, and other data vital to change tracking.

CUSTOMIZED REPORTING

Utilize standard reports or create custom reporting tailored to your needs, and immediately analyze or export data. Data is right at your fingertips with eFx.

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DATA MANAGEMENT

Choose fields from your returns to import into eFx. Create customized templates to upload external data, including remittance/payment amounts, company info, historical data, etc.

AUDITS & ACTIVITY TRACKING

eFx allows users to perform audits on submitted filings. An activity tracker displays a record of the user, action
performed, and other data vital to change tracking.

CUSTOMIZED REPORTING

Utilize standard reports or create custom reporting tailored to your needs, and immediately analyze or export data. Data is right at your fingertips with eFx.

DOCUMENT MANAGEMENT

Attachments, supporting documents, and all returns for the period- both original and amended- are available in one convenient location.

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VALUE

EFFICIENCY

Electronic management minimizes administration and operations workload. No more physical storage, stacks of paper, or manual entry.

CUSTOMIZED CONFIGURATIONS

eFx’s interface is uniquely designed to match your specific filing requirements. As these change year over year, we update the system accordingly to fulfill your needs.

DEDICATED SUPPORT

eFx comes with renowned, industry-leading TriTech customer service, plus access to a knowledge base to increase the skill and expertise of users.

BENEFITS

REDUCED OVERHEAD & COST

eFx is cloud-based, virtually eliminating the need for costly dedicated physical data infrastructure, resources, and maintenance.

SECURITY

Tax records are stored permanently and securely, utilizing data encryption and segregation. TriTech is SOC2 Type II compliant.

CONTINUITY & RECOVERY

TriTech data hosting’s Business Continuity and Disaster Recovery (BCDR) minimizes risk. With eFx, you maintain functionality during emergencies, disasters, and outages.