Your Tax Technology Connection

Tax technology and Corptax experts, Professional Services members bring industry understanding and problem-solving skills to help tax departments meet objectives and achieve goals.

As deeply knowledgeable service providers and industry leaders, we continually leverage technology to provide our customers with efficient, effective solutions.

Our engagements cover all things corporate tax:

  • Process automation and analytics—streamline workflows and generate insights
  • Best Practice implementations—choose guided-to-full assistance
  • New requirements—get ahead of International, BEPS, Partnership, and more
  • Loan-staffing—fill short-term resource gaps cost-effectively
  • Admin assistance—setup, master data updates, clean-up, and rollovers

Two New Packages to Simplify Your Life!

New! K-2/K-3 “RAP” Pass-Through Package
Expert guidance to help you prepare and file new K-2/K-3 schedules for forms 1065, 8865, and 1120S. Click for more details.

New! Rate Reconciliation Footnote Analytics Package
Achieve consistent footnote presentation and analyze multi-year ETR and tax expense by automating the process. Click for details

Meeting Budgets and Timelines

An Extension of Your Team

Called “trusted, dedicated, and thorough,” our advisors learn your process and business issues before recommending solutions—and ensure you’re autonomous before concluding the work.

Explore four popular offerings:

1. Bridge Gaps with Loan-staffing and Consulting Packages

Maintain momentum when you need to cover spikes in demand or a short-term absence.

  • Analytics, Automation, and Planning loan-staffing services
  • System Setup and Data Gathering loan-staffing services
  • Compliance loan-staffing and in-house consulting services
  • Provision loan-staffing and in-house consulting services

2. Use Corptax and Your Data to Their Fullest—Get a PRO-Check!

Need to revamp a process, leverage automation, or get more value from your data? Schedule a convenient, online Process Review and Optimization Check (PRO-Check). We learn your improvement goals, look at how you work inside and outside the system, and give you steps to achieve immediate results.



3. Optimize Analytics to Gain Deeper Insights

Data Analytics and Reporting packages provide real-time access to critical data needed to support strategic decisions and manage tax operations.

  • Harness your data’s power to drive business decisions
  • Confidently assess and respond to legislative and regulatory changes
  • Effectively communicate results through data visualization and dashboards
  • Analyze the impact of tax planning

4. E-file Easier with Federal, State, and Mixed Group Return Assistance

Our e-file specialists know and understand all e-file requirements. You save time, risk, and frustration—and e-file with confidence. Get the details on two offerings:

  • Advisor Service for on-demand support and guidance via collaborative technology
  • Full Service for preparation, reporting, and filing assistance—successful submissions assured

Industry and Big 4 Experience

Best Practices Based on 100s of Annual Engagements

Tax technology advocates, we’ve seen and solved it all. Every day, we work online and onsite with Corptax administrators, tax analysts and directors, tax and finance VPs, and CFOs.

Our consultants hold advanced degrees in accounting, taxation, business administration, and/or tax law—providing the precise help you need.

Plus, through us, you benefit from an incredible array of software development, tax law analysts, and support professionals, giving you a comprehensive service experience.

Clients on Corptax

Corptax is definitely my first choice for loan staffing help. All assigned state returns were finished on time, even with my incomplete workpapers. We met our deadlines thanks to Corptax.

Mira Pugh, Senior Tax Manager Planar Systems

We’re very pleased with Corptax’s e-file services, especially the flexibility and response time to our e-file testing and submission.

Kelly Lawler, Senior Tax Executive Schweitzer-Mauduit International, Inc.

Using Corptax e-file assistance lets our small department concentrate on getting the returns correct. Between the time and cost savings, I not only highly recommend them, I can’t imagine going through a filing season without them!

Kathy Foster, Tax Manager Dimension Data

Corptax e-file services give back time for legislative reviews, audits and special projects.

John Holman, Tax Manager

Corptax e-file services provides a streamlined approach to completing our compliance. Now we spend more time on analysis and planning and less time on processing.

Corporate Tax Manager Westfield Insurance

Learn More from Corptax