{"id":1729,"date":"2025-01-03T16:50:00","date_gmt":"2025-01-03T16:50:00","guid":{"rendered":"https:\/\/gtmtax.com\/?post_type=insight&p=1729"},"modified":"2025-11-18T20:19:13","modified_gmt":"2025-11-18T20:19:13","slug":"alteryx-reduces-manual-tax-compliance-processes-by-50","status":"publish","type":"insight","link":"https:\/\/gtmtax.com\/insight\/alteryx-reduces-manual-tax-compliance-processes-by-50\/","title":{"rendered":"Alteryx\u00a0Reduces Manual Tax Compliance Processes By 50%"},"content":{"rendered":"
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Serving clients and the firm with greater efficiency through automation and repeatability<\/em><\/p>\n

Over its 30-year history, GTM has found new ways each year to improve its processes and tax automation offerings to better serve its clients as the business world changes. The firm has particularly seen how the power of data and analytics can be quickly adopted to unleash faster performance and better decision-making across their organization.<\/p>\n

\u201cEnabling our service offerings through the smart and advanced use of technology is a core part of our culture and business strategy,\u201d says Ryan Lynch, Managing Director and Chief Growth Officer at GTM. \u201cWe continuously search for areas where we can automate to better serve our clients and address identified opportunities ambitiously. In addition, bringing more data-driven people into the organization supports us taking that mindset going forward.\u201d<\/p>\n

Automating a manual monthly compliance process<\/strong><\/p>\n

One such area of the firm that has been on the forefront of embracing automation is GTM\u2019s Sales & Use Tax Compliance function \u2013 part of its Indirect Tax services group. \u201cSales and use tax compliance is a monthly repeatable process ripe for automation,\u201d says David Hillegass, Managing Director at GTM. \u201cAs we take on more clients, we have to manipulate disparate data sources to prepare their tax returns and filing information to be remitted to the various jurisdictions. We also must reconcile what we pay on behalf of our clients to jurisdictions against what our clients have logged into their general ledger accounts. With data manipulation and reconciliations happening monthly and a growing volume of client returns, we needed to find a solution that was repeatable, user friendly, and easily adaptable.\u201d<\/p>\n

\u201cWe started out with a free trial of Alteryx just to play around with the platform and then began to bring in licenses for our team to use,\u201d Hillegass says. \u201cAs part of the larger firm initiative, our team participated in an enablement program with Alteryx Premier Partner\u00a0Data Prep U<\/a>\u00a0to walk us through trainings and platform functionality, and to help us roll out the implementation process with greater ease.\u201d<\/p>\n

\u201cWith Alteryx, we\u2019ve been able to significantly upgrade our automation as it relates to manipulating client data, performing reconciliations, and filing returns,\u201d adds Hillegass. \u201cWhat may have taken an hour before, now takes a half-hour to sort through disparate client data sources.\u00a0It has given us a 50% reduction in manual processes.\u201d<\/p>\n\n <\/div>\n<\/div><\/div>\n\n

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Benefits of using Alteryx <\/h3>\n <\/header>\n
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