Insights

Finance and Tax Technology,
Practically Explained

Straightforward articles on ONESOURCE implementation, Alteryx automation, and tax technology - written by practitioners, not marketeers.

Getting Started

Getting Started

Demystifying Data Process Automation

Data process automation is not as complex or as expensive as many finance and tax teams assume. Here is what it is, what it is not, and how to start.

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Getting Started

Identifying Data Inefficiencies in Finance and Tax

Before you can improve a process, you need to understand it. A practical guide to mapping data inefficiencies in finance and tax functions - and what to do with what you find.

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A Tale of Data, Context, and Bias

Data does not speak for itself. Without context, the same numbers can tell completely different stories. A guide to reading data more carefully - and the risks of not doing so.

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Moving Fast by Starting Small: The Power of Incremental Gains

The biggest transformations in tax technology do not start with big programmes. They start with one well-chosen workflow. Here is why starting small is the right strategy.

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Choosing a Tax Technology Implementation Partner: Five Things That Actually Matter

What separates good tax technology implementation consultants from average ones - based on experience on both sides of the table.

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Getting Started

Making the Case for Tax Technology

Good tax technology cases fail when they are argued in tax terms. Put the cost of the status quo in the board's language of return and risk, and start small.

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