Tax Automation

Technology should always be a component of updating antiquated processes within corporate tax to infuse automation, efficiency, and quality control by replacing manual activities. With technology always changing, it is also critical to evaluate and refine usage over time. Our team has deep expertise in all common corporate tax software platforms including ONESOURCE, Corptax, Vertex, Sage and Longview. To ensure you get the maximum benefit of technology in your department, we help you explore options and implement them, or refine the usage of solutions you already have in place.

Data is at the core of what we do within corporate tax. Getting it into usable formats, working with it effectively, and extracting information from data can be cumbersome. Specific technologies, like Alteryx, Qlik, Tableau, and Microsoft PowerBI, can help tax departments in this area. Our team helps you leverage tools like these to automate data wrangling exercises, calculate insightful analytics, and produce interactive visualizations or dashboards.

Tax departments have unique requirements around day-to-day operations. Improved document management, automated task assignment, integrated status tracking, organized tax calendars, and centralized lists are common byproducts of the technological enablement of a tax department through collaboration software. We work with applications like Microsoft SharePoint as well as tax specific products like ONESOURCE to enhance the way your department approaches work.

From automating simple things like sending reminders as due dates approach to developing more complicated bots that execute end-to-end automation across multiple platforms, our team has the experience necessary to recommend enhancement opportunities and implement effectively. Our practical approach evaluates the root cause of challenges, ensures solutions add value, and minimizes the ongoing maintenance burden.