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SPONSOR information

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To learn more about each of our sponsors, click on their logo below to be directed to their website.

Diamond Sponsors

CSC Corptax® transforms the business of tax through leading technology, business process expertise, and award-winning support. Clients achieve breakthrough tax performance using the market’s only single system for end-to-end tax—offering powerful tools to automate and align processes and workflows, achieve transparency, improve accuracy, and lower risk across the corporate tax lifecycle . Up-to-the-minute technology, such as the market’s first and only solution to address the Tax Cut and Jobs Act, is complemented by in-depth training, around-the-clock support, and consulting services.

Corptax core products include: • Corptax® Provision (global and domestic for GAAP and IFRS reporting) • Corptax® Compliance (domestic, international, pass-through) • Corptax® BEPS CbC

The Corptax Tax Transformation Suite enhances the tax lifecycle with the latest automation, direct, real-time connections to data analytics programs, data-sharing with financial systems and internal/external stakeholders, data exchange with Excel®, management of accurate entity information, and calendaring.


Bloomberg Tax Technology offers expert software to tax and accounting professionals — including tax solutions and workflow integration tools powered by our Advantage™ platform. Advantage delivers a comprehensive view of taxes from every vantage point for accurate analysis and strategic clarity. With category-leading software solutions and top-rated technical support, we are the perfect partner for organizations of every size. More than 70,000 customers depend upon Bloomberg Tax Technology for the highest degree of tax, regulatory, and compliance expertise available in the market.

Thomson Reuters ONESOURCE Indirect Tax is a smarter and more efficient end-to-end tax automation cloud solution. With built-in and always up-to-date rates, rules, reports, and returns, companies can save time, money, effort, and dramatically reduce risk. From tax determination through to compliance, ONESOURCE is a Digital Tax Officer intelligently helping companies get tax right. The first time, every time. ONESOURCE integrates with leading ERP and financial systems to provide a real-time and seamless tax automation solution. When calculating transaction tax, ONESOURCE offers the only patented determination engine powered by extensive global tax rates and rules. To make the tax calculation smarter, it is designed to use both its built-in tax content and a company’s personalized setup. ONESOURCE compliance software automates tax return preparation, review, and filing, streamlining the time-consuming monthly compliance process and driving accurate returns to avoid penalties and interest assessments.

Revolutionizing business through data science and analytics, Alteryx empowers everyone in an organization to experience the thrill of getting to the answer faster. The modern, end-to-end Alteryx analytics platform enables analysts and data scientists alike to discover, share and prep data, perform analysis – statistical, predictive, prescriptive and spatial – and deploy and manage analytic models. Thousands of people in enterprises all over the world rely on Alteryx daily to deliver game-changing results.

Ruby Sponsors

Founded in 1994, Longview is a leading global provider of enterprise performance optimization solutions that ensure organizations are positioned to make the right decisions, every time, with confidence. Our powerful, intelligence-driven solutions deliver a single version of the truth by consolidating data from across an organization to help businesses plan, execute, measure, manage and optimize company performance. With recognized industry expertise and a seamlessly integrated platform, we have helped thousands of companies to better manage their businesses and significantly improve data integrity, decision-making, and financial transparency. For more information visit

Deloitte’s Tax Management Consulting (TMC) practice helps organizations transform their tax functions with the vision of being efficient, transparent, and closely aligned with their business strategy. Our objective is to help tax departments deliver on their core functions of compliance, reporting, and planning while also positioning the tax function as a strategic business partner across the organization and enhancing it for greater impact.

Emerald Sponsors

Vertex Inc., has been a leading provider of tax technology and services, enabling companies of all sizes to realize the full strategic potential of the tax function by automating and integrating tax processes, while leveraging advanced and predictive analytics of tax data. Vertex provides cloud-based, on-premise, and hosted solutions that can be tailored to specific industries for every major line of tax, including income, sales and consumer use, value added and payroll. Headquartered in Pennsylvania, Vertex is a privately held company that employs over 900 professionals and serves companies across the globe. For more information about Vertex, visit or follow Vertex on Twitter @vertexinc.

EY is global leader in tax technology with transformation strategists and technology professionals focused on helping organizations meet their tax operating and compliance challenges while redefining their tax function for the digital age, whether full-scale transformation or strategic incremental improvements. Through our global network we bring dynamic solutions by blending technology, process, data, organization and tax technical resources to our clients. This blend brings leading practices to the tax, finance and IT functions and is unparalleled in the market.

XCM® works with corporations to eliminate wasted effort during data collection management of the multitude of projects within Tax, Accounting, & Finance departments. On average, corporations using XCMworkflow see a 30% timeline improvement for deliverable and project completion. XCM’s unique focus on rapid deployment ensures a payback of less than one year. XCMworkflow adds value for corporations who need to do more with less by: 1. Streamlining work routing to address bottlenecks 2. Enabling full transparency —so nothing falls through the cracks 3. Reducing the risk of costly errors with multi-jurisdictional statutory filing deadlines or multiple project due date tracking XCM is always configurable to the way you work and offers real-time analytics and reporting.

KPMG professionals anticipate, innovate and deliver audit, tax and advisory services in more than 150 countries around the world.

As the tax function plays an increasingly integral role in the success of many organizations, this question is often asked by tax executives: How can my department improve and sustain performance, manage risk, and deliver value?

KPMG’s Tax Transformation practice can help. Our professionals draw upon their experience with tax technical issues, compliance services, operations, technology, benchmarking, and change management to answer your questions. Applying our proprietary Driving Tax Performance (DTP) framework and leveraging Lean Six Sigma principles and management consulting skills, we help organizations review and transform their tax business model.

KPMG International’s Trademarks are the sole property of KPMG International and their use here does not imply auditing by or endorsement of KPMG International or any of its member firms.

PwC is the leading provider of tax services worldwide both in terms of the size and scope of our tax practice and our reputation. Our Tax Reporting and Strategy practice helps tax departments take a closer look at their key assets, including people, processes, data and technology. You’ll see tax from a new angle so you can redesign, redefine and redeploy tax to be a strategic asset across the enterprise. Our Advanced Tax Analytics and Innovation practice offer two academies to help tax departments drive more enterprise value: 1.) Tax Analytics Academy: 2-day program introduces tools for leveraging data analytics and data visualization; 2.) Tax Automation and Robotics Academy: 2-day program introduces tools for data automation, data processing, robotics and digital labor.

deFacto Global, Inc. was founded by the experts behind the success of market-leading corporate planning products from Hyperion, OutlookSoft and SAP. Fortune-ranked to middle-market companies in over 20 countries use our core product, deFacto Planning, to run their entire businesses. We have a proven track record in a range of industries including financial services and tax.

The OIX delivers mission critical, world class technology solutions to empower tax and finance professionals to cost-effectively control, analyze and optimize their global credits and incentives in a secure, reliable, cloud-based solution. The OIX Credit and Incentive Management System (CIMS) provides unmatched regulatory compliance tools and insightful analytics to gain control, improve forecasting and reporting, and maximize the value of economic development programs. CIMS is currently managing billions of dollars of credits and incentives for our clients – with use ranging from a single credit to billion dollar plus portfolios. OIX’s open API architecture allows for seamless integration with existing financial and tax infrastructure, thereby leveraging existing investments.

Pearl Sponsors

CFO Services has committed to a strategy of providing a depth of knowledge in a narrow field of focus: business incentives/credits and technology services. Proving tried and tested methodologies, our professionals can help almost any business employ proactive and reactive approaches to obtaining and maximizing benefits from incentives and technological efficiencies.

  • Research and Development Credits
  • Multi-State Incentives
  • Robotics Process Automation (RPA)
  • SharePoint/PowerApps Design-Build

Tax professionals in Grant Thornton offices around the country provide insight, ideas and distinctive client service in federal, state, local and international tax. Supported by our National Tax Office in Washington, ! DC, we are dedicated to helping you manage your tax complexities. Grant Thornton LLP is the U.S. member firm of Grant Thornton International Ltd, one of the six global audit, tax and advisory organizations.

DMI’s latest development is revolutionizing the tax position automation industry. The affordable, fast, and reliable Tax Position Manager (TPM) solution establishes business continuity to mitigate risk, reduce processing time, and secure value. The cloud-based application creates an incomparable end-to-end process for accurately computing, tracking, and reporting tax and interest positions for all tax types. TPM’s powerful features eliminate the need for spreadsheets and enables you to be more productive.

PowerPlan software provides financial insight into how complex rules and regulations impact your organization – empowering you to make credible decisions that improve overall corporate performance. The integrated solution provides real-time access to granular data from across the organization, to optimize your income and property tax strategy. For more information, email or visit

Crowe is a public accounting, consulting, and technology firm that combines deep industry and specialized expertise with innovation. By listening to our clients, we learn about their businesses and the challenges they face. Our dedicated teams strive to deliver exceptional client service while upholding our core values and strong professional standards. We invest in tomorrow because we know smart decisions build lasting value for our clients, people, and profession.

CERTifyTax, is a software solution that streamlines the acquisition of certificates and documentation while alleviating the burden of indexing and reporting. CERTifyTax was conceptualized by state and local tax consultants based upon their desire to provide an actual solution to the common areas that create audit exposure for its clients’ exempt sales.

LCR-Dixon is an expert provider of tax automation services and solutions. We offer SAP tax reporting solutions, SAP data management tools and pre-developed ABAP solutions to optimize the integration between your SAP and transaction tax applications. LCR-Dixon is based on San Francisco CA and our clients include over 30 Fortune 500 companies.

BIGcontrols is a modern tax technology platform for corporate tax credits & incentives. Our solution provides the business intelligence & lifecycle management required by corporate tax professionals. Built as an enterprise platform it automates regulatory compliance while providing real time, actionable intelligence for tax & finance leaders to leverage their government incentives & increase competitive advantage.

Forte International Tax, LLC delivers tax savings and process improvements through VantagePoint™, its proprietary SaaS platform. VantagePoint utilizes a single integrated database to support tax planning, provision and compliance needs. Software and service offerings include: Global Tax Analytics, Foreign Earnings/Repatriation Analysis, Foreign Tax Credit Utilization, Domestic Production Activities Deduction, Export Tax Incentives (ETI and IC-DISC), and BEPS Country-by-Country Reporting. Forte’s clients include Fortune 100 multinational enterprises, as well as privately held companies and their advisors.

CrowdReason is a financial technology services company focused on innovating and maintaining high-value automation solutions. Our solutions leverage robotic process automation, virtualized labor, machine learning, and blockchain technologies. MetaTaskerPT - intelligently extracts strategic data from property tax documents (ie. tax bills and notices) and directly imports them to a property tax management system. TotalPropertyTax - handles asset management, filing returns, appealing notices, and processing tax bills.

ASI is an enterprise software company that transforms tax departments by centralizing and automating controls. ASI eliminates the constraints of time, cost, and available workforce and also ensures that a tax organization’s results easily stand up under audit. At ASI, our philosophy is that “No Data Stands Alone,” and that the biggest benefits of automation are attained when a tax department takes a proactive approach to identifying how data flows from upstream systems into Tax and downstream to financial reporting and other key stakeholders.

GAGNONtax works closely with professionals nationwide to solve their tax challenges, using creative strategies and expertly-crafted technology. We have the expertise and experience of the Big Four, but not the layers of people and processes. Whether it’s through our tax consulting, tax compliance, or tax technology practices, we look at your specific challenges to find the perfect balance between risk and reward.

ANTS, the Agency Notice Tracking System, is revolutionizing tax notice compliance for Large Enterprises, CPAs, and Payroll Service providers. ANTS is a scalable and full-featured Tax Notice Management system that combines intuitive workflows, document management, and extensive reporting capability to help you to streamline, standardize, and automate all aspects of your tax notice administration process. ANTS will save your tax department time and money and will provide managers with the oversight and compliance reporting that they need.

Tax function leaders must consistently balance accurate and timely compliance/reporting considering elements of risk, data, technology, human capital, and time. We evaluate and implement various technology/process efficiencies to meet immediate control needs. This partnership helps tax departments establish processes, systems and environments where balance is the norm.

Workiva, the leading cloud provider of connected data, reporting, and compliance solutions, is used by thousands of enterprises across 120 countries, including more than 75 percent of Fortune 500® companies, and by government agencies. Our customers have linked over five billion data elements to trust their data, reduce risk, and save time. For more information about Workiva (NYSE:WK), please visit

The GT Global Tracker helps you to maintain compliance for Business Travel Taxation, State Tax Compliance and Immigration issues. We help you manage your withholding, per diem and PE or Nexus risks. Our Per-Diem functionality can support substantiation of Per Diem payment. Our functionality includes Pre-Trip Assessment, Live Trip Monitoring for Tax and Immigration breaches and the ability to locate your business travelers in case of emergency. If you have a mobile workforce or rotating employees, you need to see our technology.

Dynamic Tax Solutions, Inc. is the creator of TaxView Pro, the only specialized Tax Audit and Accrual Solution for corporate purchases. Our technology provides mid to large sized companies with a highly accurate, efficient and cost-effective solution to identify and correct procurement-side transaction tax errors on a regular basis. This allows companies to save hundreds of thousands of dollars each month, as well as reduces the amount of time traditionally spent on this function.

more Calendar

5/20/2019 » 5/22/2019
2019 ACT Annual Conference

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