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A seamless data management solution

One solution addressing multiple needs

Designed and developed specifically to meet the needs of the tax, corporate secretarial and legal functions.

Features continuously refined and updated

Continuously enhanced by PwC tax technologists who collaborate with functional subject matter specialists to create a tailored client experience.

Enables powerful reporting and analytics

Organizational charting capability creates easy visualization and analysis that can exceed marketplace standards.

Efficiently and securely manage your tax and legal entity data

Gain flexibility to track specifically and precisely

Customizable, including the ability to add unique data fields, so you have the flexibility to track your company’s unique master data attributes.

Improve reporting and tailor visualizations

Tailored, interactive views and multiple reporting formats, including graphical visualizations of complex ownership structures, so you have increased visibility and robust reporting.

Rely on enhanced governance over changes

Easily modified, role-based administration and management of entity changes give you enhanced governance over data changes, including a robust history and audit trail.

Get meaningful analysis and modeling

Detailed data storage, quick search functionality — including query by date — and automated calculations, giving you cross-functional stakeholder analysis and modeling.

Have one easily integrated data source

Easily integrated with other tools to effortlessly leverage one data source across the enterprise — leading to fewer disruptions to company resources.

Benefit from increased quality and security

Protected cloud-based platform and diagnostic review of data, providing you increased quality and efficiency and help make your data more secure, complete and accurate.

Digitizing the legal entity data journey: Why Tax should lead the way

Legal entity structures and their underlying data are core building blocks for global organizations – serving as a launchpad for business activities. Akin to an orchestra that requires its musicians to use identical sheets of music, the business can thrive when all functions such as Finance, Legal, Treasury, as well as Tax, rely upon the same version of underlying data. However, when multiple business functions including Tax separately track this critical dataflow, disruption can arise due to discrepancies and process inefficiencies.

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Key data points captured

Legal entity data including:

  • Management appointments and key contacts
  • Other user-defined attributes, such as FATCA classifications and financial reporting units
  • Legal and tax qualifications data
  • Location and ownership information
  • Legal entity ID
  • Incorporation dates

Specific tax attributes such as:

  • Key company financial dates
  • Consolidation groups
  • CBCR attributes
  • Qualifications to “do business as”
  • Officer appointments
  • Stock ownership issuances
  • Document storage

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“Entity Ops was built by tax professionals for tax and legal professionals. It’s an innovative tool that provides at-the-ready tax and legal entity data to meet the needs of multiple stakeholders across the organization.”

“Anyone who depends on tax and legal entity data to effectively do their jobs day in and day out will recognize the power of this versatile tool.”


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