{"id":595,"date":"2025-06-13T20:17:24","date_gmt":"2025-06-13T20:17:24","guid":{"rendered":"https:\/\/gtmtax.com\/?post_type=service&#038;p=595"},"modified":"2025-12-29T14:35:41","modified_gmt":"2025-12-29T14:35:41","slug":"tax-automation","status":"publish","type":"service","link":"https:\/\/gtmtax.com\/service\/tax-automation\/","title":{"rendered":"Tax Automation"},"content":{"rendered":"<div id=\"sh-block--1140086394\" class=\"sh-block-wrapper text-block \">\n\n\n\n<!-- text-block\/render.twig-->\n<div class=\"container\">\n    <div class=\"wysiwyg layout-1col\">\n        <h3 class=\"p1\">Are you getting full value from your <a href=\"https:\/\/gtmtax.com\/specialty-area\/tax-technology\/\">tax technology<\/a>?<\/h3>\n<p class=\"p1\">GTM\u2019s Tax Automation team can help you run your tax function more efficiently, minimize risk and errors, and gain crucial insight into your data.<\/p>\n<p class=\"p1\">Whether it\u2019s making the most of the technology you already have or implementing something new, we tailor every solution to your needs and work alongside you to get things done right.<\/p>\n\n    <\/div>\n<\/div><\/div>\n\n<div id=\"sh-block--577752285\" class=\"sh-block-wrapper accordion-block \">\n<div class=\"container\">\n    <div class=\"accordion-block-inner accordion-overlay\">\n        \n                    <header class=\"block-header\">\n                <h2 class=\"block-title\">Comprehensive solutions to fuel your digital transformation<\/h2>\n            <\/header>\n                \n                <div class=\"accordion\" >\n            <ul class=\"accordion-list\" data-accordion-group>\n                                    <li class=\"accordion-item\">\n                        <h2 class=\"accordion-header\">\n                            <button type=\"button\" class=\"accordion-button\" id=\"accordion1507950814heading1\"\n                                aria-controls=\"accordion1507950814pane1\"\n                                aria-expanded=\"true\"\n                                data-accordion>\n                                <div class=\"accordion-title\">Corporate tax tech stack <\/div>\n                                <i class=\"icon icon-open\" aria-hidden=\"true\"><?xml version=\"1.0\" encoding=\"UTF-8\"?>\n<svg width=\"17\" height=\"17\" id=\"Layer_1\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" version=\"1.1\" viewBox=\"0 0 17 17\">\n  <!-- Generator: Adobe Illustrator 29.1.0, SVG Export Plug-In . SVG Version: 2.1.0 Build 142)  -->\n  <polygon points=\"16.4 8 8.9 8 8.9 .5 7.9 .5 7.9 8 .4 8 .4 9 7.9 9 7.9 16.5 8.9 16.5 8.9 9 16.4 9 16.4 8\"\/>\n<\/svg><\/i>\n                                <i class=\"icon icon-close\" aria-hidden=\"true\"><?xml version=\"1.0\" encoding=\"UTF-8\"?>\n<svg width=\"17\" height=\"17\" id=\"Layer_1\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" version=\"1.1\" viewBox=\"0 0 17 17\">\n  <!-- Generator: Adobe Illustrator 29.1.0, SVG Export Plug-In . SVG Version: 2.1.0 Build 142)  -->\n  <rect x=\".4\" y=\"8\" width=\"16\" height=\"1\"\/>\n<\/svg><\/i>\n                            <\/button>\n                        <\/h2>\n                        <div class=\"accordion-pane collapsible\" id=\"accordion1507950814pane1\" aria-labelledby=\"accordion1507950814heading1\" 1>\n                            <div class=\"accordion-body wysiwyg\">\n                                <p class=\"p1\">We stay on the leading edge of tax technology trends and solutions so you can improve automation, efficiency, and quality control. We can help you refine what you already use or implement something new if necessary.<\/p>\n\n\n                                                                <footer>\n                                    \n<!-- link.twig-->\n<a class=\"btn\" href=\"https:\/\/gtmtax.com\/specialty-area\/tax-technology\/\" ><span>Learn more<\/span><i class=\"icon\" aria-hidden=\"true\"><svg width=\"36\" height=\"10\" viewBox=\"0 0 36 10\" fill=\"none\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\">\n<g id=\"Property 1=Right\">\n<path id=\"Arrow 2 (Stroke)\" d=\"M31.4648 1.46484C31.6601 1.26958 31.9766 1.26958 32.1719 1.46484L35.3535 4.64648C35.5488 4.84174 35.5488 5.15825 35.3535 5.35351L32.1719 8.53515C31.9766 8.73041 31.6601 8.73041 31.4648 8.53515C31.2696 8.33989 31.2696 8.02338 31.4648 7.82812L33.793 5.5L1 5.49999L1 4.49999L33.793 4.5L31.4648 2.17187C31.2696 1.97661 31.2696 1.6601 31.4648 1.46484Z\" fill=\"white\"\/>\n<\/g>\n<\/svg>\n<\/i><\/a>                                <\/footer>\n                                                            <\/div>\n                        <\/div>\n                    <\/li>\n                                    <li class=\"accordion-item\">\n                        <h2 class=\"accordion-header\">\n                            <button type=\"button\" class=\"accordion-button\" id=\"accordion1507950814heading2\"\n                                aria-controls=\"accordion1507950814pane2\"\n                                aria-expanded=\"false\"\n                                data-accordion>\n                                <div class=\"accordion-title\">Data management, analytics, and visualization<\/div>\n                                <i class=\"icon icon-open\" aria-hidden=\"true\"><?xml version=\"1.0\" encoding=\"UTF-8\"?>\n<svg width=\"17\" height=\"17\" id=\"Layer_1\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" version=\"1.1\" viewBox=\"0 0 17 17\">\n  <!-- Generator: Adobe Illustrator 29.1.0, SVG Export Plug-In . SVG Version: 2.1.0 Build 142)  -->\n  <polygon points=\"16.4 8 8.9 8 8.9 .5 7.9 .5 7.9 8 .4 8 .4 9 7.9 9 7.9 16.5 8.9 16.5 8.9 9 16.4 9 16.4 8\"\/>\n<\/svg><\/i>\n                                <i class=\"icon icon-close\" aria-hidden=\"true\"><?xml version=\"1.0\" encoding=\"UTF-8\"?>\n<svg width=\"17\" height=\"17\" id=\"Layer_1\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" version=\"1.1\" viewBox=\"0 0 17 17\">\n  <!-- Generator: Adobe Illustrator 29.1.0, SVG Export Plug-In . SVG Version: 2.1.0 Build 142)  -->\n  <rect x=\".4\" y=\"8\" width=\"16\" height=\"1\"\/>\n<\/svg><\/i>\n                            <\/button>\n                        <\/h2>\n                        <div class=\"accordion-pane collapsible\" id=\"accordion1507950814pane2\" aria-labelledby=\"accordion1507950814heading2\" hidden>\n                            <div class=\"accordion-body wysiwyg\">\n                                <p class=\"p1\">Data is at the core of what we do within corporate tax. We use industry leading tools to help you turn raw tax data into clear insights \u2014 automating the messy parts and delivering dashboards that actually help you make decisions.<\/p>\n\n\n                                                            <\/div>\n                        <\/div>\n                    <\/li>\n                                    <li class=\"accordion-item\">\n                        <h2 class=\"accordion-header\">\n                            <button type=\"button\" class=\"accordion-button\" id=\"accordion1507950814heading3\"\n                                aria-controls=\"accordion1507950814pane3\"\n                                aria-expanded=\"false\"\n                                data-accordion>\n                                <div class=\"accordion-title\">Collaboration and document management <\/div>\n                                <i class=\"icon icon-open\" aria-hidden=\"true\"><?xml version=\"1.0\" encoding=\"UTF-8\"?>\n<svg width=\"17\" height=\"17\" id=\"Layer_1\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" version=\"1.1\" viewBox=\"0 0 17 17\">\n  <!-- Generator: Adobe Illustrator 29.1.0, SVG Export Plug-In . SVG Version: 2.1.0 Build 142)  -->\n  <polygon points=\"16.4 8 8.9 8 8.9 .5 7.9 .5 7.9 8 .4 8 .4 9 7.9 9 7.9 16.5 8.9 16.5 8.9 9 16.4 9 16.4 8\"\/>\n<\/svg><\/i>\n                                <i class=\"icon icon-close\" aria-hidden=\"true\"><?xml version=\"1.0\" encoding=\"UTF-8\"?>\n<svg width=\"17\" height=\"17\" id=\"Layer_1\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" version=\"1.1\" viewBox=\"0 0 17 17\">\n  <!-- Generator: Adobe Illustrator 29.1.0, SVG Export Plug-In . SVG Version: 2.1.0 Build 142)  -->\n  <rect x=\".4\" y=\"8\" width=\"16\" height=\"1\"\/>\n<\/svg><\/i>\n                            <\/button>\n                        <\/h2>\n                        <div class=\"accordion-pane collapsible\" id=\"accordion1507950814pane3\" aria-labelledby=\"accordion1507950814heading3\" hidden>\n                            <div class=\"accordion-body wysiwyg\">\n                                <p class=\"p1\">We help tax departments improve their day-to-day operations, including managing documents, automating task assignments, integrating status tracking, organizing tax calendars, and centralizing lists.<\/p>\n\n\n                                                            <\/div>\n                        <\/div>\n                    <\/li>\n                                    <li class=\"accordion-item\">\n                        <h2 class=\"accordion-header\">\n                            <button type=\"button\" class=\"accordion-button\" id=\"accordion1507950814heading4\"\n                                aria-controls=\"accordion1507950814pane4\"\n                                aria-expanded=\"false\"\n                                data-accordion>\n                                <div class=\"accordion-title\">Process assessment and improvement <\/div>\n                                <i class=\"icon icon-open\" aria-hidden=\"true\"><?xml version=\"1.0\" encoding=\"UTF-8\"?>\n<svg width=\"17\" height=\"17\" id=\"Layer_1\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" version=\"1.1\" viewBox=\"0 0 17 17\">\n  <!-- Generator: Adobe Illustrator 29.1.0, SVG Export Plug-In . SVG Version: 2.1.0 Build 142)  -->\n  <polygon points=\"16.4 8 8.9 8 8.9 .5 7.9 .5 7.9 8 .4 8 .4 9 7.9 9 7.9 16.5 8.9 16.5 8.9 9 16.4 9 16.4 8\"\/>\n<\/svg><\/i>\n                                <i class=\"icon icon-close\" aria-hidden=\"true\"><?xml version=\"1.0\" encoding=\"UTF-8\"?>\n<svg width=\"17\" height=\"17\" id=\"Layer_1\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" version=\"1.1\" viewBox=\"0 0 17 17\">\n  <!-- Generator: Adobe Illustrator 29.1.0, SVG Export Plug-In . SVG Version: 2.1.0 Build 142)  -->\n  <rect x=\".4\" y=\"8\" width=\"16\" height=\"1\"\/>\n<\/svg><\/i>\n                            <\/button>\n                        <\/h2>\n                        <div class=\"accordion-pane collapsible\" id=\"accordion1507950814pane4\" aria-labelledby=\"accordion1507950814heading4\" hidden>\n                            <div class=\"accordion-body wysiwyg\">\n                                <p class=\"p1\">We assess your current processes to uncover practical automation opportunities \u2014 whether it\u2019s simple reminders or complex, multi-platform bots \u2014 and implement solutions that add real value without creating a maintenance burden.<\/p>\n\n\n                                                            <\/div>\n                        <\/div>\n                    <\/li>\n                            <\/ul>\n        <\/div><!-- \/.accordion -->\n        \n                                                            <img decoding=\"async\" class=\"block-bkg-image\" src=\"https:\/\/gtmtax.com\/wp-content\/uploads\/2025\/06\/shutterstock_1679999860-RET-1870px.jpg\" alt=\"shutterstock_1679999860-RET-1870px\" \/>\n                \n    <\/div>\n<\/div>\n<\/div>\n\n<div id=\"sh-block--1765462718\" class=\"sh-block-wrapper quote-block \">\n<!-- quote-block\/render.twig-->\n<div class=\"container\">\n\n    \n                    \n    \n\n\n\n\n\n<!-- _partials\/quote\/slide.twig-->\n<blockquote class=\"quote-standard colorway-gray quote-smaller\">\n    <div class=\"quote-body\">\n        <span class=\"quote-mark icon\"><svg width=\"57\" height=\"41\" viewBox=\"0 0 57 41\" fill=\"none\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\">\n<path d=\"M17.6744 0.695312H25.1163V8.13718H19.5349C12.093 8.13718 8.37209 11.8581 8.37209 19.3V22.0907H18.6046V40.6953H0V18.3697C0 7.20695 6.32558 0.695312 17.6744 0.695312ZM49.4884 0.695312H56.9302V8.13718H51.3488C43.907 8.13718 40.186 11.8581 40.186 19.3V22.0907H50.4186V40.6953H31.8139V18.3697C31.8139 7.20695 38.1395 0.695312 49.4884 0.695312Z\" fill=\"#6B8BFF\"\/>\n<\/svg>\n<\/span>\n        <p>The entire GTM team has been great to work with over the last year and a half. They are responsive to our changing needs and are quick to make suggestions for tax automation and continuously improve our processes!<\/p>\n            <\/div>\n    <footer class=\"quote-source\">\n                <div class=\"source-body\">\n            <p class=\"source-name\">Shannon McCall<\/p>\n            <p class=\"source-title\">Technical Accounting and SEC Reporting <br>Expensify<\/p>\n\n            \n        <\/div>\n    <\/footer>\n<\/blockquote>        \n    \n<\/div><\/div>\n\n<div id=\"sh-block--297371231\" class=\"sh-block-wrapper cta-block \">\n<!-- cta-block\/render.twig-->\n<div class=\"container\">\n            <div class=\"cta-block-inner\">\n            \n<!-- link.twig-->\n<a class=\"btn btn-cta\" href=\"https:\/\/gtmtax.com\/insight\/deploying-a-tax-technology-strategy\/\" ><span>Building a tax technology strategy<\/span><i class=\"icon\" aria-hidden=\"true\"><svg width=\"36\" height=\"10\" viewBox=\"0 0 36 10\" fill=\"none\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\">\n<g id=\"Property 1=Right\">\n<path id=\"Arrow 2 (Stroke)\" d=\"M31.4648 1.46484C31.6601 1.26958 31.9766 1.26958 32.1719 1.46484L35.3535 4.64648C35.5488 4.84174 35.5488 5.15825 35.3535 5.35351L32.1719 8.53515C31.9766 8.73041 31.6601 8.73041 31.4648 8.53515C31.2696 8.33989 31.2696 8.02338 31.4648 7.82812L33.793 5.5L1 5.49999L1 4.49999L33.793 4.5L31.4648 2.17187C31.2696 1.97661 31.2696 1.6601 31.4648 1.46484Z\" fill=\"white\"\/>\n<\/g>\n<\/svg>\n<\/i><\/a> \n        <\/div>\n    <\/div><\/div>\n\n<div id=\"sh-block--1124336364\" class=\"sh-block-wrapper tiles-block \">\n<!-- tiles-block\/render.twig-->\n<div class=\"container\">\n    <div class=\"tiles-block-inner\">\n                    <header class=\"block-header\">\n                <h3 class=\"block-title\">How we work with you<\/h3>\n            <\/header>\n                            <div class=\"block-body\">\n                <ul>\n                                            <li>\n                            \n<!-- card-tile.twig-->\n<div class=\"card card-tile bg-yellow\">\n            <header class=\"card-header\">\n            <figure class=\"card-image\">\n                <img decoding=\"async\" src=\"\/wp-content\/themes\/gtmtax\/assets\/img\/gtm-icon-work-cosourced.svg\" alt=\"Icon for Co-sourced\" \/>\n            <\/figure>\n        <\/header>\n        <div class=\"card-body\">\n        <p class=\"card-title\">Co-sourced<\/p>\n                    <div class=\"card-description\">\n                <p>Whether leading or supporting your operational needs, we become an integrated part of your tax function, working side-by-side with your team.<\/p>\n\n            <\/div>\n            <\/div>\n<\/div>\n                        <\/li>                        \n                                            <li>\n                            \n<!-- card-tile.twig-->\n<div class=\"card card-tile bg-periwinkle\">\n            <header class=\"card-header\">\n            <figure class=\"card-image\">\n                <img decoding=\"async\" src=\"\/wp-content\/themes\/gtmtax\/assets\/img\/gtm-icon-work-outsourced.svg\" alt=\"Icon for Outsourced\" \/>\n            <\/figure>\n        <\/header>\n        <div class=\"card-body\">\n        <p class=\"card-title\">Outsourced<\/p>\n                    <div class=\"card-description\">\n                <p><a href=\"https:\/\/gtmtax.com\/specialty-area\/outsourcing\/\">Our outsourcing model<\/a> delivers the best people and processes, providing a streamlined, cost-effective solution.<\/p>\n\n            <\/div>\n            <\/div>\n<\/div>\n                        <\/li>                        \n                                            <li>\n                            \n<!-- card-tile.twig-->\n<div class=\"card card-tile bg-red\">\n            <header class=\"card-header\">\n            <figure class=\"card-image\">\n                <img decoding=\"async\" src=\"\/wp-content\/themes\/gtmtax\/assets\/img\/gtm-icon-work-project-based.svg\" alt=\"Icon for Project-based\" \/>\n            <\/figure>\n        <\/header>\n        <div class=\"card-body\">\n        <p class=\"card-title\">Project-based<\/p>\n                    <div class=\"card-description\">\n                <p>Our project-based solutions offer specialized support in technology, planning, assessment, integration and other key initiatives.<\/p>\n\n            <\/div>\n            <\/div>\n<\/div>\n                        <\/li>                        \n                                    <\/ul>\n            <\/div>\n            <\/div>\n<\/div><\/div>\n\n<div id=\"sh-block--1190613879\" class=\"sh-block-wrapper people-block \">\n\n<!-- people-block\/render.twig-->\n<div class=\"container\">\n    <div class=\"people-block-inner\">\n                    <header class=\"block-header\">\n                <h3 class=\"block-title\">Meet our tax technology leads<\/h3>\n            <\/header>\n                            <div class=\"block-body\">\n                <ul>\n                                                                                                \n                        \n                        <li>\n                            \n<!-- card-person.twig-->\n<a href=\"https:\/\/gtmtax.com\/bio\/anthony-sorrentino\/\" class=\"card card-person card-person-hover-bg-red card-person-hor\">\n            <figure class=\"card-image\">\n            <img decoding=\"async\" src=\"https:\/\/gtmtax.com\/wp-content\/uploads\/2025\/07\/Anthony-Sorrentino-Headshot-e1751726264579.png\" alt=\"Photo for Managing Director\" class=\"bg-red\" \/>\n        <\/figure>\n        <div class=\"card-body\">\n        <p class=\"card-title\">Anthony Sorrentino<\/p>\n        <p class=\"person-title\">Managing Director<br>Tax Automation Services<\/p>\n                    <footer class=\"card-footer\">\n                <span class=\"action action-sm\">Read Bio<\/span>\n            <\/footer>\n            <\/div>\n<\/a>                        <\/li>                        \n                                                                                                \n                        \n                        <li>\n                            \n<!-- card-person.twig-->\n<a href=\"https:\/\/gtmtax.com\/bio\/david-hillegass\/\" class=\"card card-person card-person-hover-bg-yellow card-person-hor\">\n            <figure class=\"card-image\">\n            <img decoding=\"async\" src=\"https:\/\/gtmtax.com\/wp-content\/uploads\/2025\/07\/DHillegass-Headshot.png\" alt=\"Photo for Managing Director\" class=\"bg-yellow\" \/>\n        <\/figure>\n        <div class=\"card-body\">\n        <p class=\"card-title\">David Hillegass<\/p>\n        <p class=\"person-title\">Managing Director<br>SALT, Indirect Tax<\/p>\n                    <footer class=\"card-footer\">\n                <span class=\"action action-sm\">Read Bio<\/span>\n            <\/footer>\n            <\/div>\n<\/a>                        <\/li>                        \n                                                                                                \n                        \n                        <li>\n                            \n<!-- card-person.twig-->\n<a href=\"https:\/\/gtmtax.com\/bio\/dante-colonna\/\" class=\"card card-person card-person-hover-bg-periwinkle card-person-hor\">\n            <figure class=\"card-image\">\n            <img decoding=\"async\" src=\"https:\/\/gtmtax.com\/wp-content\/uploads\/2025\/07\/Dante-Colonna-1.png\" alt=\"Photo for Director\" class=\"bg-periwinkle\" \/>\n        <\/figure>\n        <div class=\"card-body\">\n        <p class=\"card-title\">Dante Colonna<\/p>\n        <p class=\"person-title\">Director<br>Tax Automation Services<\/p>\n                    <footer class=\"card-footer\">\n                <span class=\"action action-sm\">Read Bio<\/span>\n            <\/footer>\n            <\/div>\n<\/a>                 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