At TaxStream, a superior process stands by our superior products. Some of our clients require TaxStream to be up and running quickly, while others prefer a more gradual approach. Either way, TaxStream can be implemented at a pace that is responsive to you.
Implementation Team
If you need assistance, you can reach out to any number of professionals who have experience in setting up TaxStream. You have a wide array of choices:
TaxStream: TaxStream has our own, in-house consultants who can assist with your implementation.
National Accounting Firms: Deloitte and Touche, Ernst and Young, KPMG and PriceWaterhouseCoopers all have service offerings around TaxStream.
Regional Accounting and Tax Consulting Firms: A growing number of regional firms use and implement TaxStream. See the Alliances section of this website for a list of regional firms in your area.
In a typical engagement, the client selects their team, and agrees to a budget for consulting services. This team will be responsible for the engagement and the on-going relationship. The client licenses the TaxStream software directly from us regardless of their implementation team.
Implementation Process
TaxStream is typically implemented in three phases:
- Build out client structure within TaxStream and load client data.
- Automate processes and data flows.
- Set up data gathering from remote locations using the internet.
Implementation Tools
TaxStream has been installed at hundreds of clients, both large and small. There are a number of tools that we have developed to ensure your installation will go smoothly.
- Implementation Checklist - This checklist is designed to ensure that all relevant questions are asked before the implementation starts.
- Spreadsheet Data Loaders - Spreadsheets are included with the system to upload units, categories and data on a mass basis. This eliminates the need to manually enter set up information in TaxStream.
- Best Practices - Learn from the implementation experiences of others by using TaxStream certified consultants.