Tax Automation

Tax Automation

Are You Getting Maximum Value From Your Tax Technology?

For many reasons, it is common that tax technology is underutilized, or unused altogether, within corporate tax departments.

We help you get the return you expect from your investment.

GTM’s industry-leading team are experts in implementing, enhancing, and maintaining tax technology for large, multinational organizations. We take a flexible, individualized approach, working side-by-side with you to address your specific challenges and implement value-added solutions in all tax functional areas.

Our tax automation services focus on:

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.

Featured Whitepaper
Building a Tax Technology Strategy

While workloads grow and priorities shift, a strong technology strategy helps ensure the tax department can meet new and unexpected challenges. Download a copy of this white paper if you’re looking for practical advice and areas to consider when building a tax technology strategy for your tax department.

Practice Leads

Ryan Lynch

Managing Director & CTIO, Tax Automation Services

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Anthony Sorrentino

Managing Director, Tax Automation Services

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Ron Shackelford

Managing Director, Tax Automation Services

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As a member of Thomson Reuters’ Certified Implementer Program (CIP), GTM is included in an elite group of service firms. This designation provides GTM with ongoing training, certification and technical support for the Thomson Reuters ONESOURCE Direct Tax Product Suite.

Do You Really Have Time To Keep Your Head Above Water?

Time is a precious commodity, especially if your tax team is already operating at peak capacity. Rushing through disjointed, manual processes increases risk for error and can yield inadequate analytical analysis. Technology can help, but it takes time to evaluate, implement, and refine ever-changing solutions.

Put time back on your side.

GTM’s team of experts work with the leading software applications on the market today, as well as emerging technologies. Our practical approach implements best-in-class and sustainable solutions that enhance your tax department’s ability to maximize workflows, improve productivity, and streamline operations all while you still get your day job done.

Other Services

Indirect Tax

Our experienced SALT professionals provide the technical capabilities to mitigate effective tax rates, navigate each state’s unique tax regulations, minimize liabilities, manage audits/reduce assessments, and reduce the cost of compliance.

Tax Provision

Looking for technology services, planning ideas, interim resources, or assistance with special projects? We provide solutions that address specific departmental needs to enhance your day-to-day core operations.

Tax Consulting & Planning

Undergoing a corporate transaction? During any transitional period, we can serve as your functional tax partner while we assist with the design, development, and transformation of your future state tax department.

Income Tax Compliance

Need additional tax technical support to help perform core tax department functions on a recurring basis? Our team works in partnership with your team, fully aligning with your people, process, technology, culture, and business operations.