Tax departments are under pressure to do more, faster—with fewer resources. Technology and process automation have become essential, but software alone won’t solve your challenges. Real results come from aligning your systems with your tax logic, internal workflows, and business objectives.
At DMA, we combine deep tax knowledge with hands-on technology experience to help clients implement and optimize automation solutions that work. Whether you’re evaluating new software, troubleshooting existing systems, or preparing for a digital transformation, we deliver targeted solutions tailored to your needs.
Our experts support every stage of the technology lifecycle, helping you:
- Select and configure the right tax automation software
- Integrate tax engines with ERP, e-commerce, and procurement systems
- Redesign and automate tax processes for greater efficiency
- Optimize and maintain technology post-implementation
Our expertise includes all major tax platforms, including Vertex, Avalara, ONESOURCE, Sovos, and CCH, as well as enterprise systems such as SAP, Oracle, JD Edwards, NetSuite, and Microsoft Dynamics.
COMMITMENT TO SHARED SUCCESS
Our goal is simple: to help your tax team succeed through smarter, more connected technology. That means delivering practical solutions—not just implementation plans—and staying by your side through each phase of the journey.
Our approach is collaborative and comprehensive. We partner closely with tax, IT, and finance stakeholders to ensure your systems and processes are aligned, your tax logic is accurate, and your team is empowered to scale and adapt with confidence.
We help clients automate and optimize across a wide range of areas, including:
- Transaction tax engine selection and configuration
- ERP and source system integration for tax determination
- Month-end automation and exception reporting
- Tax engine utilities and enhancement tools
- Process automation for exemption certificates, procurement, and billing
- Custom integration development and system enhancements
- Use tax automation and tax logic optimization
- Technology-enabled audit preparation and defense
- Unclaimed property management
With DMA, you gain a partner that not only understands the technology—but also the tax and jurisdiction requirements.
OUR PROCESS
DMA has refined a technology delivery model that consistently drives results and provides flexibility to meet the unique needs of each client. Our proven process combines strategic insight with practical execution—ensuring technology implementations are aligned, efficient, and built to last.
Here’s how we do it:
- Define project scope, goals, and success criteria
- Review existing systems, data, logic, and workflows
- Identify gaps, inefficiencies, and risks
- Develop a tailored technology roadmap
- Build, configure, and test the solution
- Provide go-live support, training, and post-implementation optimization
Throughout the process, our team remains hands-on and responsive—delivering transparency, continuity, and results at every stage.
PRACTICE AREAS
Transaction Tax
DMA’s transaction tax and technology experts help clients navigate complex taxes with jurisdiction-specific knowledge and advanced automation solutions. east
U.S. Sales & Use Tax
We streamline sales and use tax compliance by aligning automation with your tax rules, processes, and jurisdictions to reduce risk and improve accuracy. east
Canada Sales Tax
We support GST/HST, PST, and QST compliance by ensuring your technology applies Canadian tax rules accurately and integrates with your ERP and billing systems. east
Value Added Tax (VAT)
DMA combines VAT expertise, advanced tax technology, and cross-industry experience to deliver global tax integration and consulting services. east
Telecommunications Tax
DMA helps businesses improve telecom tax compliance through accurate mapping, automation, and integration with financial and billing systems. east
Fuel & Excise Tax
We design and implement automation solutions for fuel and excise taxes, ensuring rate accuracy and handling jurisdiction-specific exemptions. east
Unclaimed Property
DMA’s award-winning AUPTC software streamlines unclaimed property compliance with automated workflows, deadline tracking, and robust reporting features. east
PARTNER WITH DMA AS YOUR TRUSTED ADVISOR
At DMA, we unlock the full value of your tax technology. Our team works as an extension of your tax department, helping you modernize operations, automate manual work, and improve results across the board.
Whether you’re mid-implementation, preparing for an ERP upgrade, or planning your next phase of automation, DMA has the experience, insight, and tools to guide you.
Let’s build something smarter—together.