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.

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.

DMA’s client portal provides a complete overview of your compliance activities, consolidating all information in one place, including:

  • Current and historical filings
  • Tax notice management
  • Company filing profile
  • Credit tracking
  • Filing calendar
  • Filing by location
  • Custom and on-demand reports

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, such as:

  • Recovery amounts by state
  • Refund claims filed, approved, and pending
  • Tax savings by year
  • Project status updates for all DMA transaction tax projects
  • Tax rates and other state and local tax information and documents
  • Ongoing audit activity and reports

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.