Custom AI workflows built specifically for cross-border tax: deep integrations with the ONESOURCE stack, accounting & tax-grade privacy, and workflows that pay back in weeks, not years.
AI reconciles each line of the return against source docs in ONESOURCE and the prior year, explains variances over 5%, and produces a review workpaper the senior can sign off on — cutting review time in half.
AI classifies every incoming notice, links it to the client file in ONESOURCE, drafts the response, and calendars the deadline — no notice slips past a response window.
AI drafts the engagement letter, generates a tailored document-request list for the client's Cross-Border Tax profile, chases missing items across email and ONESOURCE, and hands the partner a ready-to-work file — first billable task starts in 3 days, not 3 weeks.
AI monitors ONESOURCE and the client portal, auto-classifies incoming documents, flags what's missing against the prior-year return, and sends personalized nudges on a cadence — reducing document-gathering time by 65%.
AI drafts personalized status replies from the live matter state in ONESOURCE, surfaces anything the client is blocking, and escalates tax-sensitive questions to a human — response time drops from hours to minutes.
AI matches bank and card feeds to ONESOURCE entries, auto-codes recurring transactions with learned rules, and surfaces only the true exceptions to the bookkeeper — close lands 5 days earlier.
AI pulls bills from every channel, extracts line items, assigns GL codes using Cross-Border Tax patterns, routes approvals, and sends payment files to ONESOURCE — processing cost per invoice drops from $15 to under $2.
AI segments the AR aging, drafts personalized dunning emails by stage, logs promises-to-pay in ONESOURCE, and flags accounts that need a human collections call — DSO drops 12–18 days.
For international tax specialists
For international tax specialists
For international tax specialists
For international tax specialists
For international tax specialists
For international tax specialists
The workflows above are starting points. Every cross-border tax operation runs differently — we build what you actually need.
