Free up time to advise your clients on their tax strategy by automating the full range of procedures, from inspections and corporate return preparation to indirect tax testing and transfer pricing.
Take manual data entry out of tax prep
Get through compliance work faster
Make completed tax work easy to review
Extract data from corporate income tax forms, VAT returns, K-1s, and other recurring tax documents straight into Excel. Process batches at once and keep every extracted value linked to its source.
Use agents for tax preparation, VAT reconciliations, indirect tax testing, transfer pricing, and tax inspections. Run multi-step procedures and get source-cited results directly in your workpaper.
Turn your tax methodology into repeatable agents. Define the steps, logic, and output once in Agent Builder, then share the workflow across teams and engagements.
Open the tax form, invoice, agreement, or evidence behind any result. Review calculations and supporting documents without searching through files or re-performing the work.
Matches key fields from state income tax returns to the relevant population, flagging differences and missing supporting evidence.
Matches intercompany sales to counterparty purchase entries and flags one-sided, mismatched, or incorrectly dated transactions.
Matches elected deferral rates to payroll deductions, flagging contributions that do not align with the participant's election.
From day one, using DataSnipper to perform manual checks improved the quality of our work and significantly reduced the chance of errors. Everything was tagged and referenced, making the review process much easier. A partner reviewing the work could simply hover over a Snip to instantly refer back to the corresponding invoice.
William Withall
Director, Withall & Co
DataSnipper meets the highest industry standards for security and compliance.
