How to Build a Scalable Tax Technology Strategy

Why do tax operations struggle to scale?

Tax teams often struggle to scale because they face growing complexity, limited capacity, and disconnected systems. These challenges frequently lead to inconsistent processes, increased risk, and limited scalability.

Financial terms of the transaction were not disclosed.

Why is a unified tax operating model essential?

You can standardize workflows by implementing a single operating model that connects your data and processes. Plante Moran supports this by combining tax knowledge with technology execution to create a unified system.

Monday.com featured Plante Moran for its work in centralizing communication and improving visibility across tax engagements. Similarly, family offices preserve continuity across generations by using disciplined processes and intentional technology implementation.

You can consolidate your data, workflows, and teams into one system that coordinates requirements and documentation across every jurisdiction. These systems also automate correspondence and monitoring to ensure your operations align with current state requirements.

Best practices for tax workflow management

AI-powered workflows are used to deliver accurate calculations, streamline filings, and provide audit-ready documentation. Intelligent document processing extracts critical information from tax bills, notices, and forms to create audit trails for compliance verification. These systems read and classify tax notices to reduce manual work. By continuously updating tax content to reflect regulatory changes across thousands of jurisdictions, AI ensures your compliance remains current.

For investment funds, accurate and timely K-1s serve as effective investor relations tools. Plante Moran provides AI consulting, transformation, and risk management services to help your operations keep pace with change. Plante & Moran, PLLC offers audit, tax, consulting, and wealth management services.

Ryan provides a platform with automated calculations and filings to support forward-looking decisions. This platform uses a unified, secure data foundation to act as a single source of truth for consistent reporting. You can also use expert-led solutions to manage property tax complexity, including tools that streamline forecasting and filings. These technologies help businesses handle tax determination, compliance, and data validation. Ryan's technology centralizes workflows and automates complex operations across global jurisdictions.

How do you ensure technology fits your specific environment?

To ensure technology fits your environment, you should prioritize vendor-independent recommendations that reflect your specific needs. Plante Moran helps you drive adoption and refine your processes beyond the initial setup.

Ryan also provides setup and training services to ensure smooth deployment and fast adoption of their technology.

What are the dangers of fragmented tax data?

Fragmented data and varying state rules create audit and penalty risks. Ryan’s centralized approach to unclaimed property compliance helps prevent these issues. Their technology centralizes data and automates filings for indirect tax to prevent errors caused by manual workflows.

You can use AI-powered tax determination to prevent overcharges or undercharges that lead to revenue loss. The platform also features dashboards that reveal obligations, forecast liabilities, and highlight risks as they emerge. The system automates audit-ready documentation for transfer pricing to ensure consistency across jurisdictions.

How is the tax technology market evolving in 2026?

For example, Ryan acquired the Brazil-based firm Comtax on October 5, 2026, to establish a direct presence in Brazil and add nearly 70 professionals to its Latin American operations. Comtax, founded in 2018 by Marcelo Simões, Gilmar Brandão, and Ricardo Carvalho, specializes in tax determination and technology-enabled operations.

This acquisition provides Ryan with a team experienced in integrating tax processes into enterprise systems like SAP and Oracle. Jon Sweet, president of Latin American operations at Ryan, stated the acquisition is an important step in expanding capabilities across the region. Marcelo Simões noted that joining Ryan allows them to build on trusted services while expanding client capabilities.

Ryan, based in Plano, Texas, provides tax recovery, consulting, advocacy, compliance, and technology services. The firm has more than 7,600 professionals serving over 87,000 clients across more than 80 countries. These operations often rely on cloud-based technology that uses advanced encryption and strict controls to safeguard data. Operations and Technology Management (OTM) is an interdisciplinary major that prepares students in operations management, IT management, and data analytics, and graduates can pursue career options across these fields.

When is it better to outsource tax management?

Ryan offers end-to-end managed services where tax professionals handle management details, allowing you to maintain compliance without the overhead of managing complex, internal tax operations.