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​Smart Implementation. Swift Conversion.

We offer a comprehensive array of implementation and conversion services, including:

  • Getting Started
    For customers who are new to Corptax, we offer fixed-price, fixed-deliverables packages. These provide a basic introduction to your Corptax software implementation.
  • Guided Assistance
    For customers who are remote, this option guides self-managed implementations with expert advice. It's like having a subject matter expert at the other end of the phone line.
  • Best Practice Consulting and Process Re-engineering
    In these engagements, we partner with you to review your tax life cycle processes in detail. We will then jointly develop a roadmap and implementation plan to re-design your work flows in order to take advantage of our software technology solutions and improve your department's productivity. When designing solutions for your team, our goal is to completely address your business process issues with our software solutions and ensure a successful knowledge transfer from our team of experts to your staff at the end of the engagement. In addition, we will often partner with other third-party organizations when the client desires to have other groups involved with their tax department initiatives.
  • Project Management Advisory
    Many of our engagement offerings comprise a project management component. This ranges from stand-alone project management to providing implementation plans and milestones to help in-house staff manage the process themselves.
  • Entity Management Integration
    As we continue to develop new features within our corporate tax software, our team of experts can help you further streamline its administration and increase process efficiencies by further integrating Corptax within your internal corporate governance systems.

Contact us to learn more about each level of implementation.

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​“I’m a huge fan of Corptax and their services. Their vision is always to address their clients’ big-picture needs.”
​— Tax Technology Manager, Anadarko
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