Resources

Guides, checklists & demos

Free readiness checklists for tax and finance leaders, downloadable service flyers, and video demonstrations of ONESOURCE and Alteryx in action - from Mark and Charlotte.

Guides & Checklists

Free readiness checklists

Practical, self-scoring checklists for tax and finance leaders. Each gives you the full annotated detail and a printable scorecard to run your team through.

Tax provision The Tax Provision Readiness Checklist Ten checks, made before the period ends, that tell you whether your year-end tax provision will be a calm, controlled step or a scramble. Get the checklist → Statutory reporting Companies House 2028: A Readiness Checklist From 1 April 2028, UK companies file accounts through software, in iXBRL. Ten checks that tell your group how ready it is, and whether you get the most from your investment. Get the checklist →
Short videos

Short demos, captions on screen

Thirty seconds to three minutes each, no narration. Every video has its own page you can send on.

ONESOURCE 8 short videos The connected ONESOURCE close in 30 seconds. ONESOURCE DataFlow in 44 seconds. Every trial balance, into Statutory Reporting. Trial balance to Tax Provision, in Alteryx. Corporate Tax to Tax Provision, automated. Tax disclosures, automated in Alteryx. Add a new analysis table, checked to the trial balance. Trial balance to Statutory Reporting, with Python. Open the video library → Alteryx for tax 4 short videos From four weeks to four minutes, in 30 seconds. One tax-sensitised master trial balance. Review every tax computation at once. VAT reconciliations, automated in seconds. Open the video library → Alteryx for finance 2 short videos Monthly income statements, in under a second. Expense analysis, done in seconds. Open the video library →
ONESOURCE

ONESOURCE Demonstrations

Implementation walkthroughs and integration demos for ONESOURCE Tax Provision, Corporate Tax, and Statutory Reporting - covering trial balance uploads, data capture, and cross-module integrations.

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Alteryx & Automation

Alteryx Automation Demonstrations

Short, focused recordings showing Alteryx workflows for tax and finance - including master trial balance creation, account reconciliations, expense analysis, corporation tax return review, and more.

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Downloads

Service Flyers

One-page overviews of how we help tax and finance teams modernise their processes. Download to read, share, or print.

Tax Automating tax reporting, compliance, and provision with ONESOURCE, Alphatax, and Alteryx. Download PDF Statutory Reporting A templated, digital-first approach to global statutory reporting ahead of the 2028 Companies House digital filing changes. Download PDF Robotic Process Automation Using UiPath, Alteryx, and APIs to remove repetitive manual work across finance and operations. Download PDF

Want to see something specific?

If there is a workflow or use case you would like us to demonstrate, get in touch. We are always adding new recordings to our YouTube channel.

Get in Touch YouTube Channel