BDO’s Partnership Product transforms partnership tax compliance by combining economic and tax basis capital management with reporting processes to streamline income and disclosure allocations across complex, multi-tiered partnership structures and deliver real-time insights with automated partner package delivery.
Modules
Partnership Forms Reader
Optical character recognition-enabled extraction of Schedule K‑1 and Schedule K‑3 data to reduce manual transcription and potential errors.
U.S. Federal Reporting & Analytics
Standardizes source data into a robust reporting workpaper and supports Schedule K‑3 reporting, partner information management, and allocations.
U.S. State Reporting & Analytics
Centralizes state data, metrics, and trend analyses, delivers visualizations across your state footprint, and helps track filing deadlines.
Investor Allocation & Capital Accounts
Streamlines multi-tier allocations, calculates commitment and unit-based allocations, automates rounding and weighting, and creates and validates K‑1, K‑3, state K‑1, and e-file XMLs.
Investor Forms Print & Packaging Delivery System
Automates secure K‑1 package processing and delivery, including cover letters, attachments, and standardized allocations.
Shared Components
Client collaboration, project and workflow management, entity management, data collection, document sharing, reporting, and other components used to deliver streamlined tax services.
Common Data Model
Ecosystem-wide global common data model provides the foundation for powerful reporting and analytics and enables the implementation of AI and virtual assistants.
BDO’s Corporate Product transforms corporate tax compliance and reporting for complex, multinational organizations. It combines automation, integrated workflows, common rule sets, and a balance sheet approach to streamline technical tax calculations and return processes, improve accuracy, and deliver data-driven insights in real time.
Modules
Taxable Income Module
Centralizes financial, tax, and entity data into a single platform that supports the end-to-end tax lifecycle, from data collection and preparation through reporting, compliance, and provision activities.
U.S. Federal Reporting & Analytics
Standardizes Form 1120 tax data calculations through configurable workflows, automated adjustments, and integrated reporting, helping organizations improve consistency, efficiency, and technical accuracy.
U.S. State Reporting & Analytics
Streamlines state tax reporting by centralizing state-specific data, calculations, and compliance requirements while providing enhanced visibility across a company’s state tax footprint.
U.S. International Reporting & Analytics
Supports international tax reporting requirements through integrated data management, calculation workflows, and reporting capabilities that improve transparency and reduce manual effort.
Tax Analytics & Client Insights
Delivers robust analytics, dashboards, and reports, providing clients with real-time visibility into tax positions, key metrics, trends, and engagement status to support informed decision-making.
Shared Components
Client collaboration, project and workflow management, entity manager, data collection, document sharing, reporting, and other components used to deliver streamlined tax services.
Common Data Model
Ecosystem-wide global common data model provides the foundation for powerful reporting and analytics and enables the implementation of AI and virtual assistants.
Common data model that accelerates execution
Consistent, high-quality data enables faster, simplified delivery through streamlined processes and real-time visibility — often reducing costs through efficiency gains.
Security and transparency built in
Increases transparency and access to information while maintaining secure, controlled data and document handling to mitigate risk and strengthen stakeholder confidence.
Flexibility at scale — configured to your business
Our ecosystem is configurable to your needs, with a unified framework and scalable tax rules engine that make it easy to adapt as business requirements evolve.
Human-led, tech-enabled total tax insights
We combine deep technical knowledge and BDO's global network with advanced technologies to deliver total tax services. By synthesizing data across the business, we can surface risk, uncover planning opportunities, and enable better decisions.