Task management and tax calendar with full governance
Track activities, deadlines, and responsibilities in one place. eStracta connects documents, obligations, and communications from official authorities to tasks and workflows, ensuring control, productivity, and traceability for internal and external teams
Without task control, governance falls apart
Even with centralized data, the lack of control over who does what, when, and how compromises the execution of tax, regulatory, and legal obligations. Tasks scattered across emails, spreadsheets, or parallel systems make tracking difficult and increase operational risk.
Without a structured tax calendar and clear workflows, deadlines are missed, responsibilities become unclear, and action traceability is compromised.
Difficulty tracking task progress and deliverables.
Lack of clearly defined ownership leads to rework and delays.
Reliance on spreadsheets and emails fragments activity management.
Without a structured history, audits and controls are compromised.
How eStracta organizes tasks and deadlines
The Task Management and Tax Calendar module turns data and documents into structured actions by automatically connecting obligations, deadlines, and responsible parties.
1
Automatic and manual task creation
The platform automatically creates tasks from tax, regulatory, and legal documents and events, or allows manual creation as needed.
2
Organization of deadlines, ownership, and workflows
Tasks are assigned to the right owners, with deadlines, statuses, and continuous tracking.
3
Workflow monitoring and control
eStracta tracks every stage of the workflow, ensuring traceability and governance.
Main module features
Capabilities designed to structure tax operations, ensure deadline compliance, and provide full control over task execution
Real-time task and activity tracking
View task status and delivery progress in real time.
Integration with all platform modules
Tasks can be created manually or automatically from DTEs, certificates, SPED filings, legal acts, and other documents.
Subtasks and multiple owners
Break tasks into subtasks with different deadlines and responsible parties.
Automatic task creation based on document content
The system identifies tax events and legal acts and generates tasks for the appropriate owners.
Recurring tasks and activities
Automate recurring activities and reduce manual controls.
Greater control over tax deadlines
Eliminate blind spots and gain full visibility into official communications
Clear ownership and accountability
Each task has clearly defined owners, preventing failures and rework
Increased team productivity
Organize work efficiently and reduce operational effort
Complete governance and traceability
Maintain detailed action history for audits and compliance
Choose eStracta as the governance layer for your operation
eStracta was built to support complex operations in legal, tax, and regulatory environments, combining robust technology, human support, and a flexible business model aligned with the reality of large enterprises.
Nationwide coverage, over 1,000 active digital agents, and a secure, scalable SaaS platform designed for governance
Human support and unlimited training to ensure adoption and long-term success
Flexible subscription with no long-term commitment, costs proportional to your operation, and fast implementation
Companies that live legal, tax, and regulatory compliance in practice
Companies with high legal, tax, and regulatory complexity trust eStracta to reduce risk, gain efficiency, and elevate their governance standards.
“I’m able to analyze demands instead of just spending time on data capture, and route them to the right teams and tax authorities.”
Iná Zuchelli
Bayer
“After six years with eStracta, we’ve built a strong partnership, adapting solutions to our needs. We primarily use the platform for electronic mailboxes, a pioneering solution in the market.”
Beatriz Barboza
Heineken
