As organizations modernize ERPs, expand into new channels, undergo mergers or divestitures, respond to regulatory change, or adopt new tax technology, gaps often appear between business needs and the processes that support the tax function. DMA identifies those gaps and delivers practical, actionable recommendations grounded in real operational data.
We evaluate your current state, including policies, system configuration, data quality, and cross-functional workflows, and define a future state that improves accuracy, automation, and compliance readiness. Every engagement supports a more efficient, scalable, and audit-ready tax function.
DMA’s optimization service addresses the full tax lifecycle—from purchasing and sales processes to reporting, tax engine logic, and compliance workflows. Each engagement uses DMA’s proprietary tax data and configuration analysis capabilities to pinpoint issues, quantify impacts, and support long-term improvement.
Every Tax Process Optimization engagement is designed to produce tangible operational improvement—not just documentation. Clients gain a clearer, stronger, more scalable tax function through:
Many firms assess tax processes. Few can diagnose them at the data, configuration, and transaction levels. Our approach is built to uncover what traditional process reviews miss—turning insight into action.
Our custom diagnostic tool evaluates tax data, configuration, variances, and logic alignment—pinpointing exposure and recovery opportunities that traditional process reviews miss.
We ensure tax isn’t an afterthought in ERP upgrades or tax engine implementations by aligning processes early, reducing rework, and improving system performance.
You receive a practical roadmap tailored to your organization, your systems, and your department’s future-state goals.
Optimization is part of a broader connected model that ties compliance, technology, advisory, and recovery together to improve the entire tax environment—not just one workflow.
Most tax issues originate upstream within data, workflows, or system logic. Optimization helps eliminate rework, reduce compliance risk, and improve the performance of tax engines, ERPs, and downstream reporting.
No. ERP programs often trigger optimization, but many clients choose this service due to compliance issues, manual workloads, system inaccuracies, or organizational changes.
We use interviews, configuration reviews, data analysis, process mapping, and our proprietary diagnostic tool to evaluate performance, identify root causes, and quantify impacts.
Connect with DMA’s Tax Process Optimization team to uncover inefficiencies, strengthen your controls, and build a scalable framework that supports both day-to-day performance and long-term transformation.