Tax Systems

Tax accounting application implementation

• Design scorecard and assist with software selection
• Design and implement data flow from source systems
• Harmonize with compliance system to maximize integration

Tax compliance system implementation

• Design scorecard and assist with software selection
• Implement client-specific customizations
• Review current implementation and recommend changes to maximize efficient use of functionality

Collaboration / portal design and implementation

• Define departmental requirements for various user levels e.g. Executive, Manager, Staff; creation of relevant dashboards
• Implementation of workflow for various processes

Workpaper automation and standardization

• Automate data flow and computations within workpapers to minimize manual manipulation
• Create detailed attribute tracking workpapers for NOLs and credits

Data collection process and technology design

• Implement web-native, standard data collection process/system
• Create customized ‘sheets’ within existing collection packages