Tax Technology Corner

Overlooked in Tax Transformation: Elevating Notice Management to a Core Compliance Control

Tax technology has advanced rapidly, with recent coverage highlighting the acceleration of automation within tax departments, the growing role of artificial intelligence, improvements in tax provision systems, and the increasing importance of structured data strategies. Despite significant progress in these areas, one of the most operationally sensitive workflows in the… Read more »

Data Debt in Corporate Tax: The Hidden Cost of Legacy Decisions

Corporate tax teams have modernized for years, automating calculations, centralizing data, and tightening links with finance and IT. Yet routine work can still take longer than it should. Friction shows up through extended review cycles and “small” changes that trigger outsized rework. A useful way to describe the pattern is… Read more »

Overreliance on AI for Tax Advice: A Cautionary Perspective

With the increasing popularity of artificial intelligence (AI), many people use AI tools like ChatGPT for guidance. Some even use it for sensitive smatters, including taxation, without fully understanding the attendant risks related to security, accuracy, and legal protection. Are you using AI as a tax advisor or consultant? If… Read more »

Why Co-Sourcing Tax Technology Is Your Best Bet

In today’s complex regulatory landscape, tax departments are being pushed to do more with less time, fewer resources, and tighter budgets. As businesses scale and globalize, the demands placed on tax teams only intensify. Tax technology can be a critical tool for navigating these challenges, but implementing and managing it… Read more »

Automation in Action: Key Takeaways From the TEI Automation Competition

In February, tax professionals from across the country gathered in Seattle for the TEI Tax Technology Seminar—an event that trained a bold spotlight on automation in tax. Among the most dynamic sessions was the automation competition, where ten participating teams showcased real-world tax automation solutions built on modern platforms. The… Read more »

Zooming In on Tax Provision Software’s Biggest Benefit

It’s no secret that the annual income tax provision is the tax department’s most challenging calculation. It represents every dollar a company spends and earns over a year—and the toll that tax takes on all of it. The endless stream of computations, formulas, balances, spreadsheets, and headaches culminates in the… Read more »

AI in the Tax Department: Getting Tax a Seat at the Table

Artificial intelligence (AI) is reshaping business functions rapidly, yet many tax departments are still playing catch-up. Whereas marketing and sales teams often receive significant attention from organizations—with customer-driven analytics and automation—tax often remains an afterthought in broader AI discussions. It lacks the immediate, high-visibility impact of customer-facing applications, but its… Read more »

The Impact of AI in R&D Tax Credits

For the last several years we’ve heard that artificial intelligence (AI) is here and it’s changing the world. Yet look around—what’s changed? Sure, chatbots galore are ready to answer a question or two without your sitting on hold. And yes, dozens of tweets and LinkedIn posts are clearly penned by… Read more »

Optimizing Tax Through Structured Data Storage and Data Pipelines

In today’s fast-paced digital business environment, tax departments are under increased pressure to deliver accurate, timely, and compliant financial information. The complexity and the ever-evolving nature of tax regulations, coupled with the growing volume of data that organizations generate, present a significant challenge. Tax professionals must not only ensure compliance… Read more »

Optimizing Your Tax and IT Stack
Tax technology road maps should address stakeholder relationships, tax talent, and risk management

Tax leaders, tax technologists, chief financial officers (CFOs), and chief information officers (CIOs) often ask, How should we upgrade our tax technology? Our response may sound surprising, given that our company is in the business of selling tax software services, but here it is: You will always be in a… Read more »