Tax Technology Implementation & Optimisation

We combine a strong knowledge of tax technologies, best practice, and deep tax technical knowledge. This expertise is enhanced by our expert project management and relationship skills. Our team also have genuine experience gained from working with a broad range of businesses.

Our team will help you select the right tax technology solution and support you through its implementation and deployment. Selecting the right technologies to support and integrate with existing systems is a cornerstone of any good strategy and operating model. We will help you consider the current state and future of finance technology strategy to avoid wasted investment and inefficient or ineffective solutions.

Once investment decisions/business cases are made, we have leading experts that will assist with the selection decision, implementation, and optimisation of tax automation software, including tax provision, compliance, and indirect tax automation. We are a full-service end to end firm.

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We offer a proven approach tailored to meet your business’s unique strategy, tax process challenges and requirements. We also provide you with pre-built standard workpapers and implementation accelerators developed with software vendors.
 
Our experts start by evaluating current processes and working with teams to optimise these before touching the technology. As technology develops and tax regulations evolve, we also provide ongoing support for issues, for any organisation in any sector.

How we will help you

• Preparation of tax technology strategies
• Review and analysis of current processes
• Creation of process roadmap to implement best practices
• Assessment of existing software and enhancement recommendations
• Software selection and assessment assistance through our tech lab
• Software licensing assessment and procurement assistance
• Implementation of project design
• Core implementation project management and execution
• Customised training for your users
• Parallel run assistance post-implementation
• Ongoing support through “go-live” events and beyond
• Ongoing process improvement consultations

Our team has extensive experience both implementing and optimising solutions from all the major 3^rd party tax software vendors and a range of emerging vendors. We are an approved independent implementer for each of these vendors so can advise on their relative strengths and weaknesses and appropriateness for your business.

Technology vendors we work with include:

• Oracle and their TAX EPM Suite. Oracle Hyperion Tax Provision (HTP) (support), Tax Reporting Cloud (TRCS) and the full Tax EPM suite including Transfer Pricing
• Thomson Reuters – ONESOURCE – Provision OTP, Workflow OWM, Compliance OCT and Stat Accounts OSR, ONESOURCE Indirect Tax solutions, Transfer Pricing, and others
• Longview - Provision, Analytics and Transfer Pricing
• CCH - Integrator
• Vertex – Enterprise, O, Q and L Series,
• Tax Systems – AlphaTax, AlphaVAT, AlphaCat, AlphaLink
• ARKK - For:Sight
• Avalara – All
• Cygnet – R7
• Meridian – SAP
• Corptax -Provision and Compliance
• Sovos 
• Workiva – Stat Accounts and Narrative Reporting
• OneStream – Tax Starter Kit and the BDO Template Enhancements