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Collaboration for today’s virtual tax department

Helping organizations efficiently and effectively manage their operations by implementing tools to optimize collaboration, workflow, and documentation.

Tax departments are now pressured to deliver while working virtually. More than ever, organizations need effective internal and external collaboration. Tax Reporting and Strategy (TRS) for Collaboration can help organizations optimize their configured technologies for communications, workflow and documentation by leveraging PwC accelerators in the Microsoft 365 suite with Teams integration.

Our Solutions

Tax Operations Manager

PwC’s Tax Operations Manager accelerator (TOM) helps you create a powerful workflow that drives process improvement and transparency, while helping transform a tax department’s efficiency, using core Microsoft technology. Using your suite of Microsoft technology investment, we deploy a framework and accelerator which allows us to rapidly configure a tax operations solution. The service solution facilitates workflow, collaboration, document management, data collection, and reporting/analysis. It will also establish the framework for expansion to other functional areas.

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COVID-19 Response Manager

PwC’s COVID-19 Response Manager is a technology-enabled service offering that gives you operational insight and visibility into coronavirus-related activities across the enterprise, enabling you to effectively manage critical information, actions and timelines. COVID-19 Response Manager’s integrated collaboration capabilities help provide a more effective way of remote working (from home) in a global environment.

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What value can you realize?

Document management

  • Design document storage structure with governance in mind
  • Include key attributes on each document to quickly locate documents via attribute filters, views, and search
  • Access documents via an online platform from many different access points (e.g. desktop, tablet, mobile device) and Teams
  • Ability for the document to progress through multiple iterations/versions, with ability to revert back or view prior versions
  • Accessible audit trail of edit history and comments

Workflow management

  • Define repeatable and ad-hoc processes that occur throughout a particular period
  • Each process consists of workflow tasks that may be assigned various roles (e.g. preparer, reviewer, approver, and submitter)
  • Tasks progress through the roles, by indicating when each role has completed their task
  • Ability to track high-level status and drill down to the granular components, highlighting and remediating roadblocks when identified
  • Integrate with document management so that documents may be associated with tasks while saving time by including the task’s attributes within the document’s attributes
  • Accessible audit trail of edit history

Data collection

  • Design online data collection forms to collect critical information with structure and governance for how the data is entered and captured
  • Forms can be dynamic to reflect data entry points based on how questions are answered
  • Integrate with workflow management within tasks, if applicable
  • Aggregate data together for reporting and analysis

Reporting

  • Gain insight into workflow management status with executive insights and ability to drill down into the data
  • Visualize data collected via online forms in an impactful way to make meaningful insights from the data
  • Access reports via an online platform from many different access points (e.g. desktop, tablet, mobile device) and Teams
  • Data is updated on a set cadence - no need to manually aggregate from the sources/contributors
  • Reports can be saved as a point-in-time snapshot, and can also be shared with key stakeholders

How we can help your virtual tax department

Assess
Gather an understanding of your organization’s objectives and identify strategic solutions to help the organization improve how they operate, focusing on workflow, document management, data collection, insights, and communications..

Configure and test
Deploy and configure PwC accelerators within the organization’s environment, based on customized designs that were developed. Post-configuration, the organization is asked to test and provide feedback.

Design
Design impactful solutions leveraging existing organizational technology in combination with PwC accelerators. These designs will be developed using an agile approach to meet an organization’s objectives identified in the Assess stage.

Train and go live
After configuration, the organization’s end-users and administrators are trained how to utilize and maintain the solutions. Solution documentation is provided to enable continued success after go-live.

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Contact us

Marjorie Dhunjishah

Marjorie Dhunjishah

Tax East Region Leader & Tax Reporting and Strategy Leader, PwC US

Dennis Gupta

Dennis Gupta

Tax Reporting & Strategy Partner, PwC US

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