There are many challenges with tax work, starting with the ability to get the proper data. As workloads increase and demands rise, tax professionals have to have reliable methods for collecting, consolidating and reviewing data. But we know that every company is different, so we offer a range of solutions to make this process faster, more efficient and less prone to errors and risk for your unique situation, including:
Tax data collection and reporting with two-way data access between Corptax and Excel
Corptax Office enables proven processes to stay in place with no learning curve. To make it even easier to use, the security rights and administration already set up in Corptax accrue to Corptax Office, so there is no need for additional security measures.
For companies who use trusted Excel workbook solutions, Corptax Office allows users to extend their work in Corptax to Excel with a simple submission button. All the while users are still able to leverage the common database and common administration features of Corptax.
Corptax Data Exchange
Automated data import
This standard ETL (Extract, Transform and Load) tool automates the process of loading data into Corptax from source systems such as general ledger, fixed assets and payroll. Corptax Data Exchange also allows for application of business rules and mappings, which means that Corptax can pull information in at any level and in any format and consolidate into the necessary detail for compliance, provision and planning.
Corptax Data Collect Workpapers
Comprehensive tax data collection workpapers with built-in process workflow
Corptax Data Collect Workpapers is a secure, Web-based tool that enables clients to use standardized workpapers to gather information from disparate sources. In addition to streamlining the collection process, Corptax Data Collect Workpapers improves data security, accessibility and accuracy by virtue of a universal set of workpapers to review and analyze data as it comes in.
Contact Corptax or request a demo to learn more.