Tax

Tax professionals manage thousands of projects each year, navigating the complexities of corporate, partnership, and individual tax returns. The scale of this work—spanning the entire tax value chain—creates unique challenges in efficiency, accuracy, risk, and compliance. Boardwalktech’s Intelligent Information Platformplatform helps automate information workflows and improve audit and compliance with real-time data insights, empowering tax professionals to stay ahead.


Technology That Keeps Pace with Complexity

Tax workflows rely heavily on structured and unstructured data, but many existing tools are rigid and developer-centric, requiring significant programming effort to adapt to changing requirements. These one-size-fits-all solutions fail to meet the specific needs of tax professionals, often forcing teams to rely on Excel spreadsheets, hard-coded rules, and time-intensive manual processes.

Boardwalktech provides a scalable platform that allows tax professionals to seamlessly manage complex business rules and formulas within familiar environments like Excel. By eliminating the need for constant programming, you collect and understand client data and can deliver accurate, timely results while improving collaboration across internal teams and external clients.

Boardwalktech for Tax Applications

Boardwalktech brings a new level of precision and efficiency to tax operations. By leveraging our patented Excel data management platform, tax professionals can:

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Automate workflows and reduce the reliance on manual processes.
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Maintain and update complex tax rules without needing extensive IT support.
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Enhance internal controls, ensuring greater compliance and reducing risks.
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Capture, manage, maintain and understand supporting documents and information

With Boardwalktech, you can align the complexity of tasks with the right resources, enabling teams to work more efficiently and respond faster to clients’ needs.

Tax Benefits

Increase Responsiveness
Respond faster to client and internal needs by reducing tax preparation time and securely sharing business data through Excel or browser-based environments.
Streamline Data Collection and Validation
Collect supporting information and aggregate information from various systems of record using pre-built workpapers and a centralized data repository. Understand history of how information has changed over time and quickly compare information from previous returns and filings.
Improve Efficiency
Streamline tax operations by cutting project completion times and aligning task complexity with team skill sets.
Enhance Timeliness
Consolidate and report on tax data more quickly across entities, tax areas, and engagement partners, ensuring timely delivery of key information. Respond faster to client and internal needs by reducing tax preparation time and securely sharing business data through Excel or browser-based environments.

Representative Boardwalk Application Areas

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