Streamline processes, refresh skills, review what’s new

Keeping up in today’s tax world leaves little time to revamp processes or refine analytics. A Process Review and Optimization Check (PRO-Check) helps you fully use the software you already license. In as little as half a day—done entirely remotely—our experts examine what you want to optimize and hand you the steps. Apply them yourself or with our help. It’s a fast, easy way to make efficiencies happen.


Who should request a PRO-Check?


Request a PRO-Check if you need to:

  • Adjust to business changes—mergers, acquisitions, divestitures, restructures
  • Overhaul a business or tax process
  • Adopt automation and review new features
  • Start or improve analytics
  • Refresh Corptax skills or help new users

A great value: maximum efficiency at minimal cost

PRO-Checks cover single workflows to complete processes—you make the call. From provision and compliance to partnership and international, we look at how you work outside and inside the system. Then, we deliver a report detailing how to better get, manage, and use your data with your existing solutions.

  • Manually manipulating source files and adjustments? Automate your import and watch time-savings add up.
  • Entities correct and current? Customize attributes to sync with company systems.
  • Analytics lacking? Use CSC Corptax® Office POV to help you visualize data in dashboards to analyze multiple ways.
  • Bogged down with extraneous data? We’ll help you banish it.

Work at peak efficiency, accomplish high-level work, and benefit from ongoing software enhancements. Contact your Account Manager to discuss a PRO-Check, today.

Real-life PRO-Check Results

A leading healthcare company’s PRO-Check outlined steps to better leverage compliance automation. Their work plan included best practices for visual org, entity management, GL data import, account lookup, adjustments, overrides, and much more—saving the team 100+ hours per reporting period.

Learn More from Corptax