Tax Technology Coaching

I can help with any tax technology question you have or guide you to the appropriate resources.

• Native or bolt-on?
• Business case for software
• Getting budget
• How to create an RFP
• What to look for in a partner
• What documentation is needed
• How to collaborate with other departments
• Which tax software companies to know about
• What other software to know - RDA, RPA, ETL, analytics, dashboards, PM tools, etc.
• And much more