Aligning Tax Strategy with Technology

Tax technology is no longer optional—it’s the backbone of efficient and accurate indirect tax management. However, software alone doesn’t solve your tax challenges. True success depends on how well your systems, tax logic, and internal processes work together, and how clean, reliable, and automation-ready your underlying tax data is.

DMA helps clients harness the full value of their technology investments by aligning tools, people, and processes across the end-to-end tax lifecycle. Whether you’re preparing for automation, supporting an SAP S/4HANA or ERP modernization, integrating a new tax engine, or optimizing your existing environment, we deliver measurable improvements in accuracy, efficiency, governance, and control.

We also incorporate practical AI-assisted analysis and machine learning-supported insights where they add value—improving accuracy and reducing manual review effort without overcomplicating your software environment.

Practical Solutions Across the Tax Technology Lifecycle

DMA supports every stage of your tax technology journey from system selection to implementation and beyond. Our tax technology professionals work as an extension of your team, helping you:

  • Select and configure tax automation software that fits your needs
  • Integrate tax engines with ERP, e-commerce, e-invoicing, exemption certificate, procurement, and source-to-pay platforms
  • Redesign and automate tax processes for stronger controls, auditability, and efficiency
  • Improve tax data quality and prepare data for automation
  • Maintain and optimize your post-implementation environment

DMA supports all major tax platforms and enterprise systems, including:

Tax Engines: Vertex (L, Q, O Series), Avalara AvaTax, ONESOURCE Indirect Tax, Sovos, CCH SureTax and STO, and more

ERPs: SAP (including S/4HANA), Oracle NetSuite, Oracle Fusion Cloud, Oracle PeopleSoft, JD Edwards, Microsoft Dynamics, Workday, and more

We also support global indirect tax requirements across North America, EMEA, LATAM, and APAC—ensuring your technology keeps pace with cross-border complexity.

TransactionTax360™: Technology as Part of a Broader Strategy

As part of our TransactionTax360™ approach, we consider how your technology, processes, compliance, and recovery efforts intersect—to ensure that automation supports long-term tax performance, not just go-live success.

Our team evaluates current-state configurations and tax data, identifies opportunities to improve downstream accuracy, and designs a future-state environment aligned with IT, finance, and global business requirements. We also help uncover tax recovery opportunities that can be used to offset project costs.

The result is a sustainable, accurate, and scalable tax environment—one that combines the right technology, cleaner data, and better processes to support ongoing compliance and strategic tax operations.

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Frequently Asked Questions About Tax Technology

  • Automation is only as good as the data behind it. DMA performs current-state assessments, evaluates tax data quality, identifies configuration gaps, and ensures your data is structured and ready for accurate tax determination, analytics, and downstream reporting.

  • We integrate tax engines with SAP (including S/4HANA), Oracle, JD Edwards, Microsoft Dynamics, and leading procurement and e-commerce platforms. Our team ensures consistency across the entire source-to-pay and order-to-cash lifecycle.

  • Yes. Our tax technology and implementation teams support indirect tax in North America, EMEA, LATAM, and APAC. We help configure global tax logic, maintain cross-border tax rules, and support multi-jurisdictional compliance.

  • We use AI-assisted and machine learning–supported insights in areas like tax data analysis, variance detection, and suggested taxability. These tools enhance accuracy and reduce manual review effort while keeping processes practical and manageable.

  • Tax is deeply affected by ERP modernization. DMA ensures tax requirements are included early, aligns tax logic with the new system architecture, and designs a future-state model that prevents rework. We also leverage our TransactionTax360™ approach to strengthen controls, improve data quality, and reduce risk during the transition.

  • DMA evaluates your tax processes, data, and system performance to determine whether optimization, reconfiguration, or system replacement is best suited to your needs. We provide vendor-agnostic recommendations based on your goals, budget, and downstream compliance requirements.

Schedule a Tax Technology Assessment

Contact us today to discover how we can automate your tax processes, implement tax software, and drive efficiency for your business.