The Evolution of Tax Data Management: From Fragmented Excel Workbooks to Unified Data Warehouses

Tax professionals often find themselves juggling multiple responsibilities, from regulatory compliance to financial reporting. While Excel has long been a staple tool for tax calculations and reporting, its fragmented structure and use presents significant limitations. Repeated extract, transform, and load (ETL) processes across various Excel workbooks can lead to inefficiencies, inaccuracies, and wasted time. Enter…

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Tax Technology Primer—Understanding Financial Data Flow

Unpacking Tax Data Flow

The field of Tax Technology involves the integration of technology with tax processes. Tax Technology represents a collaboration between IT and tax professionals. In this partnership, technology plays a crucial role in designing and implementing innovative solutions. Because many tax departments do not have the technological expertise needed to achieve significant efficiencies, they partner with…

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Why Small Tax Technology Firms Are the Smarter Choice for Some Businesses

Size Matters

In today’s fast-paced and ever-evolving financial landscape, businesses face increasing complexity when it comes to navigating tax regulations, compliance, and technology solutions. While the Big Four firms—KPMG, PwC, EY, and Deloitte—have long held a dominant position in the industry, many businesses are discovering the unique advantages of working with smaller, specialized tax technology consulting firms…

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Tax Process Revolution: The Crucial Role of Technology in Modern Tax Department

Automation Success Starts Here and Now!

In today’s rapidly evolving business landscape, companies that adopt technological innovations gain substantial advantages. Deloitte’s research indicates that businesses investing in technology achieve more than twice the revenue growth and are three times more likely to be profitable. Furthermore, the PwC Finance Benchmarking Report 2019-20 suggests that integrating process automation and fostering behavioral change can…

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Tax Process Automation: A Strategic Necessity

TAP ETL Time Saving

In the rapidly evolving landscape of corporate finance, tax departments are increasingly finding themselves at the crossroads of technology and efficiency. Traditional manual processes are slowly giving way to more sophisticated, automated solutions, offering a compelling case for modernization that cannot be ignored without severe financial cost. The Case for AutomationTax departments are pivotal in…

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Why is Corporate Tax Drowning in Manual Excel Reports?

Drowning in Excel

Corporate tax departments frequently encounter numerous obstacles when integrating technology and automation. This is particularly true when it comes to automating manual Excel processes.  Below are some primary reasons and effective solutions that will help to gradually transition into Excel-based automated solutions that have been proven to significantly reduce cost and improve efficiency. Challenges Recommendations…

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Technology Adoption in Tax and Finance—Mostly Talk, Not Much Action

A group of people sitting around a table with papers.

Among those well-acquainted with the Finance industry, it’s widely recognized that some of the most burdened employees within a business are those responsible for tracking financial transactions. The relentless pressure of consecutive deadlines, grueling 12- to 15-hour daily routines, monotonous filing and documentation tasks, obligatory meetings and conference calls, not to mention the unexpected barrage…

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