Spend time automating and analyzing tax data, not gathering it.

Tax departments are typically the single largest consumer of financial information within an organization and spend an enormous amount of time transforming source data into a tax-ready format.

We work with companies to engineer tax data at the source, leverage tools that extract, transform, and cleanse tax data, and implement automation technologies to execute routine manual tasks. This allows employees at all levels to gather, share, and analyze tax data more easily, freeing up the tax department to focus on creating sound strategies and explain tax results to non-tax users within the organization.
If your tax team is facing challenges due to one of the following, we can help.
  • Implementing a new ERP system or changes to an existing source system
  • Manually manipulating data and managing reporting issues
  • Planning or undergoing a finance transformation
  • Acquiring or merging with another company
  • Archiving data or decommissioning legacy systems
  • Managing turnover in the tax department
  • Addressing significant audit deficiencies
  • Employing a tax analytics dashboard to evaluate total tax liability

Tax Data Solutions

By leveraging our experience with ERP systems, financial consolidation software, data mining and cleansing tools, robotic process automation (RPA), and data analytics, we design and build solutions that automate and streamline tax data processes. We help businesses:
  • Design, configure, and test global direct and indirect tax requirements during an ERP or financial consolidation system implementation to enhance tax source data, optimize reporting, and reduce manual data manipulation. Training is provided for end users to extract data for tax reporting.
  • Implement tax RPA technologies such as UiPath, WinAutomation, and Microsoft Power Automate to automate manual, repeatable tasks like data collection, information logging, PDF extraction, and email generation.
  • Build tax data wrangling and data mining tools leveraging software such as Alteryx to cleanse, join, and format raw tax data into usable datasets. We transform data coming from other third-party direct or indirect tax solutions to supercharge and customize tax deliverables.
  • Design tax reporting using Microsoft Power BI and Microsoft Power Apps to create personalized tax dashboards for on-demand and accurate management reporting.