TRUST THE TECHNOLOGY EXPERTS AT DMA
Contact us for more information on how our team of tax technology experts can streamline your tax software implementation project.
Realigning Technology and Processes to Meet Evolving Demands
As your business evolves and tax authorities continue to introduce new complexities, your existing tax engine and/or manual processes may need to be realigned. Our team identifies performance gaps that lead to formulating, creating, and executing a dynamic environment that can readily adapt to future tax changes.
Our implementation process includes deployment of marketplace technology and customization and development of advanced solutions that address software gaps and fit your unique business needs.
Our methodology consists of the following key phases to streamline project deliverables:
Project Planning
Our tax system implementation professionals collaborate with your project team to kick-start the project, defining roles, responsibilities, and project sponsors, and setting clear communication protocols.
Definition of Success Criteria
We invest significant time to understand your specific goals and document success criteria, aligning project outcomes with your business needs.
Solution Design
Our experts work closely with your business and tax subject matter experts to develop a solution design document that aligns your ERP and tax engines with your tax requirements, allowing for future scalability.
Configuration & Development
Our team manages the configuration and integration of the selected tax engine, working alongside ERP and tax engine developers to build and test the integration component thoroughly.
Testing
We conduct comprehensive testing, providing best practices and troubleshooting errant results, ensuring the solution aligns with your ERP’s general ledger and meets all compliance standards.
Training
Customized training sessions ensure that your team understands how to manage the newly implemented solution, covering all critical aspects of configuration, operation, and ongoing maintenance.
Go-Live Support
Our experts provide on-site and remote support during the go-live phase, ensuring a smooth transition and addressing any issues that may arise as the system becomes fully operational.
Ongoing Tax Managed Services
We offer continuous improvement opportunities and routine monitoring to keep your tax solution optimized as your business needs evolve.
Beyond Implementation: Maximizing Efficiency and Compliance
We view the tax engine as a critical component of the automation experience rather than an overall solution. This means that our tax technology experts consider all available technology, operating procedures, and change management.
In conjunction with the implementation of third-party tax engines, our holistic service also considers the optimization of the existing landscape, including factors such as:
TRAINING AND EDUCATION
Inaccuracies within the tax calculation and reporting function are typically due to limitations in source system master data or a lack of knowledge of tax implications. By creating operating procedure documentation and training for those involved in tax processes, we can ensure that your team has sufficient information to make the appropriate tax decisions.
TAX PROCESS OPTIMIZATION
Our team evaluates the technology already leveraged and creates a roadmap to establish a plan that will optimize the way you use technology. This includes the evaluation of your current state and recommended procedural enhancements.
MANAGED TAX SERVICES
Organizations often lack the bandwidth or expertise to manage a tax engine after implementation. To solve this challenge, DMA’s ongoing services include routine configuration activities, proactive monitoring of the technical landscape, and break/fix analysis. Because our services are comprehensive, they include tax advisory and leveraging our global internal network of tax technology experts.
EXEMPTION CERTIFICATES
DMA assists clients with exemption certificate management by executing a campaign for current and valid customer certificates at the onset of a tax engine deployment. Once current and valid certificates are obtained, our team instructs your department on proper procedures to ensure they continue obtaining and storing certificates. If there are bandwidth constraints, our tax technology experts can continue the validation of certificates and run refresh campaigns within the production landscape.