TaxSphere

TaxSphere Data

Schedule Demo

TaxSphere Data

Schedule Demo

TaxSphere Data

Tech Consultants are out.
Self-Engineering is in.

TaxSphere gives your team the structure a tax function needs and the roadmap to build it themselves. Every source mapped, every rule in one place, every workpaper documented. Built by the people who run the process, not by someone who leaves when the project ends.

Because your long-term transformation is only as good as the data underneath it.

TaxSphere gives your team the structure a tax function needs and the roadmap to build it themselves. Every source mapped, every rule in one place, every workpaper documented. Built by the people who run the process, not by someone who leaves when the project ends.

Because your long-term transformation is only as good as the data underneath it.

Get Started

From raw data, to standardized tables, straight to your freshly built workpapers. Request a full demo →

Features

Tax Knowledge Meets Technologist Skills

Knowing the tax is only half of it. With faster closes and more data than ever, speed and accuracy come from the technology behind the work. Those skills are built by doing, not by hiring them out.

Data Ingestion

Every source mapped and which system owns it.

Real-Time Tracking

Every source mapped and which system owns it.

Configuration

Entities, mappings, and rates in one place — not buried in formulas.

Calculation & Output

The steps in build order and what has to tie out.

Long-term Strategy

Documented as you build. Nothing walks out with a person.

Integrations

Built For The Tools You Use

Tell TaxSphere what your team works in and what they want to learn. Your roadmap is written for that stack — Excel, Power Query, Power BI, Google Sheets, SQL, Alteryx.

Every tool has three settings: using it today, want to learn, not using. Power Query daily gets three lines per step. Willing to try it gets every click.

Tell TaxSphere what your team works in and what they want to learn. Your roadmap is written for that stack — Excel, Power Query, Power BI, Google Sheets, SQL, Alteryx.

Every tool has three settings: using it today, want to learn, not using. Power Query daily gets three lines per step. Willing to try it gets every click.

Alteryx
Tableau
Power Bi
Excel

Alteryx
Tableau
Power Bi
Excel

Why TaxSphere

A Smarter Way To Transform Your Tax Data

Big firms hand you a deck and a big invoice. TaxSphere embeds with your team, implements proprietary software, and leaves you with a data foundation your entire tax stack can trust.

The Big Firms

Engagement ends, knowledge walks out the door

Tax data scattered across various systems

Limited visibility into what changed

Big-firm consultants at big-firm rates

Not designed for AI, APIs, or modern data use

TaxSphere

Focused on change management, not billable hours

One controlled tax data model

Real-time comparison across tax software and workpapers

A specialized team that embeds with yours

Built for today’s tax needs and tomorrow’s AI strategy

Why TaxSphere

A Smarter Way To Transform Your Tax Data

Big firms hand you a deck and a big invoice. TaxSphere embeds with your team, implements proprietary software, and leaves you with a data foundation your entire tax stack can trust.

TaxSphere

Focused on change management, not billable hours

One controlled tax data model

Real-time comparison across tax software and workpapers

A specialized team that embeds with yours

Built for today’s tax needs and tomorrow’s AI strategy

Tech Consultants are out.Self-Engineering is in.

TaxSphere gives your team the structure a tax function needs and the roadmap to build it themselves. Every source mapped, every rule in one place, every workpaper documented. Built by the people who run the process, not by someone who leaves when the project ends.

Because your long-term transformation is only as good as the data underneath it.

TaxSphere gives your team the structure a tax function needs and the roadmap to build it themselves. Every source mapped, every rule in one place, every workpaper documented. Built by the people who run the process, not by someone who leaves when the project ends.

Because your long-term transformation is only as good as the data underneath it.

Tax Knowledge Meets Technologist Skills

Data Ingestion

Real-Time Tracking

Configuration

Calculation & Output

Long-term Strategy

Built For The Tools You Use

Built For The Tools You Use

A Smarter Way To Transform Your Tax Data

The Big Firms

TaxSphere

A Smarter Way To Transform Your Tax Data

TaxSphere

Tech Consultants are out.
Self-Engineering is in.