Month-End Close Checklist for Corporate Tax Managers with Corptax
The Problem
Every Corporate Tax month-end runs on a checklist in Thomson Reuters ONESOURCE that lives in someone's head — and when that person is out, close slips and reviewers have no visibility into what's done vs. waiting.
What We Build in Corptax
AI runs the close checklist, prompts owners for missing items, flags JE variances over threshold, and writes the close memo — close window compresses from 10 business days to 4. Purpose-built for teams running Corptax — uses the native API or agent integration so nothing leaves the system of record.
Corptax Integration Approach
Audit your Corptax configuration
We map the specific Corptax objects, custom fields, and workflows the automation needs to touch for your corporate tax practice.
Build on the Corptax API or agent
Integration happens inside Corptax — no data leaves the system, no parallel tool for your team to learn, no license changes.
Human-in-the-loop handoff
Every automation routes exceptions back to a human in Corptax with enough context to act — AI handles the 80%, your team owns the judgment calls.
See this running in your Corptax instance
30-minute call. We'll look at your actual Corptax setup and show exactly how this workflow fits.