Enhance Your Tax Processes with Tailored Solutions

Our prime focus is on providing transformative solutions tailored to our clients' unique business requirements. Today, tax departments face mounting pressure to do more with less — tighter deadlines, leaner teams, and increasingly complex data. To address these growing pain points, Tax Technology Solutions delivers end-to-end tax technology services that are designed to automate your most time-consuming processes and free up your team to focus on higher-value work.

Whether you need a cloud-based tax data warehouse, custom automated ETL data pipeline, project management of your tax application implementation, or guidance on selecting the right tool or solution — we offer decades of Fortune 500 expertise at a fraction of the cost of building your in-house technology team or hiring a Big-4.

Our core services include:

Tax Portal & Data Warehouse — A secure, cloud-hosted portal and data warehouse built around your tax department's specific needs. Our platform centralizes data collection, ETL transformation, and Legal Entity and Chart of Accounts management — creating a reliable, structured data foundation that feeds directly into downstream tax applications and reporting tools such as Corptax, OneSource, Alteryx, Excel Power Query, and more. Solutions can be designed and deployed on Microsoft Azure using MS SQL services, or built entirely on the Snowflake SaaS platform, depending on your infrastructure preferences and IT requirements.
Automated Excel/Ateryx Solutions — For clients who prefer automation without a data warehouse, we offer custom solutions using Alteryx, Excel Power Query, Power BI, SQL, and many other modern tools.
Tax IT Project Management — Representing tax departments on IT projects, we manage all aspects of your implementation projects to ensure on-time and on-budget delivery.
Tax Software Research & Selection — We offer unbiased advisory to help you choose the right solution before you spend.
On-Demand IT Support — Flexible remote tax technology support if or when you need it.

Our Services

Tax Portal & Data Warehouse

Beyond individual spreadsheet automation, Tax Technology Solutions offers TAP (Tax Automation Portal) — a secure, web-based tax portal that serves as a centralized hub for every data and automation service your tax department relies on. As shown in the below diagram, at its core, TAP houses a purpose-built tax data warehouse that manages the full data lifecycle: collection, transformation, reconciliation, and reporting. Supporting modules extend that foundation to cover tax data collection, reporting services, Legal Entity management, Chart of Accounts management, and more — all accessible through a single, unified gateway.

Tax Portal + Data Warehouse Diagram

TAP's data warehouse and the ETL engine can be built on Microsoft Azure using customized MS SQL services, or developed entirely on Snowflake's SaaS platform, depending on your infrastructure and IT requirements.

Automated ETL Pipeline Diagram

Once in place, TAP delivers automated data imports and ETL processing that feed directly into the tools your team already uses — including Corptax, OneSource, Avalara, Alteryx, Excel Power Query, and Power BI. And because all of your data lives in one centralized warehouse, TAP can also trace any figure from the return all the way back to its original GL or sub-ledger entry — a capability that can dramatically reduce response time when a State notice or Federal audit arrives.

Here's what that means in practice for your team:

Faster ETL cycles — Proven automation cuts the time spent on data cleansing and transformation, so your team isn't scrambling to get data ready before the deadline.
One source of truth — The same trial balance used for compliance can power executive dashboards and trend reports in Power BI, Tableau or AI, without rebuilding anything from scratch.

Typical Time Spent on Manual Data Transformation

Typical Time Saved by Automated Data Transformation

More time for analysis — When manual prep work is automated, your preparers can focus on higher-value work: planning, review, and strategy.
Centralized Legal Entity management — Maintain accurate filing profiles for every entity across your consolidation, so nothing gets missed or misfiled when an entity changes classification.
Centralized Chart of Accounts management — Standardize the mapping of ERP accounts to tax application accounts across all entities, eliminating inconsistencies that slow down the close.
Ongoing support — We don't disappear after go-live. Our team remains available to support everything we build, as well as any other tax application in your environment.

Automated Excel/Alteryx Solutions

Tax Technology Solutions brings deep, hands-on experience designing and implementing automation that actually gets used — solutions that are sophisticated under the hood but intuitive for the tax professionals relying on them every day.

What sets us apart is the combination: we are IT automation specialists who also understand tax compliance and provision. That means we don't just build technically sound solutions — we build ones that fit how tax departments actually work.

We also believe the right tool is the one that solves your problem within your budget. Alteryx is a powerful platform, and we know it well. But for teams that need the same automated ETL capability without a costly annual subscription, our Excel Power Query solutions deliver comparable results at a fraction of the price — no compromise on quality, just a smarter fit for your resources.

Tax IT Project Management

Upgrading or replacing a tax system is rarely just a technology problem — it's a coordination challenge. Tax needs to align with internal IT, manage vendor engineering timelines, and ensure the new solution actually fits how the department operates. That's where most implementations run into trouble, and exactly where we add the most value.

Tax Technology Solutions steps in as your advocate and project manager throughout the entire engagement. We bridge the gap between your tax team, your IT department, and the vendor — keeping everyone aligned and accountable so the implementation stays on track.

Before any work begins, we take the time to understand your current process, identify the real pain points, and document what needs to change. We keep that documentation practical — most tax technology projects don't require volumes of paperwork, just clear, well-scoped requirements that set the project up for success. From there, you'll receive a straightforward Statement of Work outlining the proposed solution, timeline, and cost, so there are no surprises once the work begins.

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Tax Software Research & Selection

The tax technology market is crowded, and vendors are good at making their products look like the perfect fit. The reality is that many tax departments end up purchasing expensive platforms they don't fully use — or worse, spending additional time and money customizing a solution that was never quite right for them in the first place.

We've seen it from the inside. Our team has spent decades in Fortune 500 tax and finance environments, evaluating, selecting, and implementing the same tools your vendors are pitching to you today. We know where the gaps are between the demo and the reality, and we know which solutions tend to deliver — and which ones tend to disappoint.

Before you commit to anything, let us help you slow down and ask the right questions. We'll assess your current environment, define your actual requirements, and give you an honest, unbiased view of what's available — including whether something you already own could solve the problem with the right configuration.

The goal isn't to steer you toward the newest or most expensive tool. It's to make sure the solution you choose is the right one for your team, your workflow, and your budget.

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On-Demand Tax IT Support

Many tax departments need ongoing technology support but can't justify — or don't want — a full-time in-house Tax IT team. That's exactly the gap we fill.

Tax Technology Solutions offers flexible, on-demand IT support on a fixed monthly retainer, available part-time or full-time depending on your needs. You get direct access to senior-level tax technology expertise at a predictable cost, without the overhead of a dedicated internal hire.

Tax Technology

Solutions