Collect, Control and Count on Data with Corptax

Reliable Data Lowers Risk, Speeds Reviews, Improves Planning

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With today’s regulations and demands for transparency, reliable data is a business-imperative. But disparate data sources and accounting systems can make collecting, consolidating and reviewing data challenging—adding time and risk to every process.

No matter where your data originates, Corptax offers user-friendly solutions to let you easily import, export and manage it—cutting time and risk.

  • Corptax Office connects Corptax and Excel spreadsheets with bi-directional data-flow—no need to create import/export files.
  • Corptax Data Exchange automates dataflow from source systems into Corptax. Real-time data streams in without delays and bottlenecks.
  • Corptax Data Collect provides a browser-based tool to gather and review information using standard workpapers. Data from the field is incorporated in real-time, providing visibility and eliminating the need for consolidating spreadsheets.

Visit the tabs in this section to learn more about the data management solution right for your company.

Data Collection and Reporting with Two-Way Dataflow between Excel and Corptax

Corptax® Office is ideal for companies using trusted Excel workbooks for complex calculations and adjustments, and tasks such as managing state apportionment. Bi-directional dataflow between Corptax and Excel eliminates the need to create import and export files—saving substantial time and the risk for errors.

Built-in diagnostics verify Excel data is accurately brought into Corptax. Plus, there’s no learning curve and existing Corptax security rights and administration are used.

  • Adapt immediately with Excel look and feel
  • Incorporate existing workpapers
  • Leverage tax data for reporting, planning and analytics in Excel

Automate the Exchange of Data between Source Systems

Corptax® Data Exchange automates the import and export of data between Corptax and source systems—making data available for compliance, provision and planning.

  • Manage a broad range of data types—entity information, tax rates, exchange rates, calendar deliverables and more
  • Process large amounts of data from one or more source systems
  • Publish status and email notifications upon completion of each process
  • Know you’re working with latest data
  • Identify files to be processed with event-driven processing
  • Get summary and detailed record reports for imported data and reject reports
  • Use familiar accounts, entity codes and jurisdiction codes for easier import and review

Streamline Data Collection Workpapers with Built-In Process Workflow

A secure web-based tool, Corptax® Data Collect Workpapers improves data security, accessibility and accuracy with a universal set of workpapers to review and analyze data as it comes in. Staff, clients and even third-party resources can simultaneously collect, analyze and review data from disparate sources in real-time, without importing or exporting.

  • Add efficiency with standardized workpapers in consistent formats
  • Access and collect web-based data from anywhere in real-time
  • Assign and track processes with automated workflow management
  • Track and report status of packages and schedules, including validation against benchmarks
  • Tailor to specific needs with user-configured access, including pre-return collected data review and approval/audit trails

Experience the Efficiency of Corptax Data Management Solutions

Control the flow of data from multiple sources.

Webinar: Corptax Data Management Solutions
Learn how Corptax connects to spreadsheets, automates source data feeds with import functionality and collects data over the web.

Client Insights Webinar: SSAB—Cost-effective Solutions Solve Ongoing Challenges
Learn how Corptax Office accelerates state apportionment, captures deductions for states/entities, manages fixed asset reconciliations and more.

Client Insights Webinar: Acme Brick—Corptax Office helps auto-populate returns
See how to automate dataflow between Excel and Corptax with a button-touch, leverage existing calculations and workbooks, and push data to populate returns.

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At Work for Clients

Check out our clients’ real-world results.

Client Case Study: Kimberly Clark Streamlines Data Upload with Corptax Data Exchange
Learn how Kimberly Clark automated the upload of 1,200 files for 200 entities and quickly executed trial balances, performed adjustments and ran estimates with E&P data.

Client Video: CSX Discusses Work-Life Balance Made Possible with Corptax Office
See how going paperless, and the ability to work from anywhere at any time, improved tax team morale.

Client Case Study: Gannet, Inc. Streamlines Data Collection and Improves Analysis
Learn how Corptax Office helped Gannet summarize by reporting segment such as deferred assets/liabilities and tax affected by federal and state rates.

Client Case Study: CSC Streamlines Data Collection and Integration, and Cuts Work and Risk
Learn how bi-directional dataflow between Corptax Office and Excel let CSC use existing spreadsheets to integrate data and achieve compliance three months sooner than before.

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