Access Your Essential Transaction Tax Data

DMA’s Client Portal provides a complete on-demand overview of all your transaction tax activities, consolidating essential tools and information in one place.



On-Demand Insights

Access tax filings, compliance data, and state filing resources anytime, allowing for informed decision-making when you need it most.



Enhanced Control

Get a clear view of your compliance, including filings, tax notices, and credit tracking, with easy access to key documents and information.



Strategic Planning

Use reporting tools to enhance tax recovery and audit management, while state-specific resources keep you compliant and minimize risks.

Access Your Compliance and Filing Data on Demand

Having on-demand access to comprehensive filing and compliance data is essential when outsourcing or co-sourcing the transaction tax compliance function. DMA’s Client Portal provides this full transparency, offering on-demand access to current and historical filings, tax notice management, and customized reports.

The portal ensures our clients are informed and can be confident in their compliance status, allowing them to focus on their core business while our team of experts handles the complexities and nuances of tax compliance.

Current and historical filings: Access a complete archive of your tax filings, allowing for easy trend analysis and audit preparation.

Tax notice management: Streamline tax notice processes with our automated system featuring OCR technology for quick sorting and identification, reducing human error and ensuring timely responses.

Company filing profile: Maintain an up-to-date filing profile for your company, including key information on tax registrations, nexus, and filing frequencies across all jurisdictions.

Credit tracking: Monitor and manage tax credits with precision, ensuring you capitalize on every opportunity to optimize your tax position.

Filing calendar: Stay ahead of deadlines with an interactive calendar that highlights upcoming filing dates and provides automatic reminders.

Filing by location: Effortlessly manage multi-jurisdictional tax obligations with our geographically organized filing system.

Customized reporting suite:

  • On-Demand Reports: Generate tailored reports instantly to meet specific business needs or audit requirements.
  • Data Visualization: Leverage advanced analytics and self-service dashboards for unprecedented insights into your tax data.
  • Drill-Down Capability: Explore transactional details behind each filing, providing full transparency and traceability.

Streamline tax compliance and audit management with DMA’s experts. Request a Demo.

Access Resources and Real-time Activity Tracking

Our client portal offers a powerful suite of tools designed to provide real-time visibility and control over critical tax activities and processes. These tools empower clients to make informed decisions, reduce compliance risks, and optimize audit management and tax recovery efforts—all with the convenience of having this vital information readily available at your fingertips.

The client portal provides resources and detailed information on transaction tax activities.

Recovery claims by state: Monitor reviews across all 50 states with instant visibility into filed, approved, and pending statuses.

Tax savings by year: Get a bird’s-eye view of your tax savings, broken down by year and review type.

Tax rates and other state and local tax information and documents: Access current tax rates for all jurisdictions with real-time updates, as well as state-specific tax laws, deadlines, forms, and compliance requirements.

Project Status: Updates for all DMA transaction tax projects.

Ongoing audit activity and reports: Visualize the progress of ongoing audits with our interactive timeline feature.

Risk Assessment Tools: Identify potential audit triggers and areas of concern before they become issues.

Customizable Reporting: Generate detailed audit reports tailored to your specific needs and stakeholders.

Experience the benefits of DMA’s Client Portal

See firsthand the full capabilities of our portal and the advantages of having all your property tax activities managed in one place.