From Tax Technical to tax Technologist.

Being excellent at tax isn't going to be enough for much longer. The people pulling ahead are the ones who also understand how their data flows.
This is a skill you can pick up, not a second career.


Without feeding any financial or sensitive data whatsoever, TaxSphere maps how your process runs today, shows you the better version, and walks your team through building it in the tools you already own.

Self-automate and spend more time on the work that matters.

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Our tax-specific blueprint canvas creates how your process works today and how it should work to save you time!

How It Works

"There's gotta be a better way..."

In today's world of technology, there is. Thinking through your current process from start to finish and finding the gaps is the key to tax automation.

Map it

Drag your systems, spreadsheets and emails onto a canvas and join them up. About twenty minutes and no data leaves your machine.

Real-Time Tracking

Drag your systems, spreadsheets and emails onto a canvas and join them up. About twenty minutes and no data leaves your machine.

Process Summarized

TaxSphere writes up how it runs today — every input, the order things happen in, and every place a person still has to touch it.

What Should Change

The exact steps to take, written like a tax technologist would write them — from how your process is wired, not what's in it.

Fix It

We walk your team through it one step at a time, in Excel and Power Query. Tools you already own and already pay for.

Integrations

Built For The Tools You Use

Built For The Tools You Use

Tax accountants live in Excel so thats naturally where our guidance will point you with Power Query. Other systems include Power Automate when files arrive by email and Alteryx or Power BI if your technology appetite is up for it.

Tax accountants live in Excel so thats naturally where our guidance will point you with Power Query. Other systems include Power Automate when files arrive by email and Alteryx or Power BI if your technology appetite is up for it.

Who We Serve

Steamline to get more work done

From corporate tax functions to private capital and family offices, TaxSphere adapts to how your organization actually works.

Who We Serve

Steamline to get more work done

From corporate tax functions to private capital and family offices, TaxSphere adapts to how your organization actually works.

Who We Serve

Steamline to get more work done

From corporate tax functions to private capital and family offices, TaxSphere adapts to how your organization actually works.

Corporate Functions

From the provision team to 1099 team, time to fix those worksheets from 2005.

Corporate Functions

From the provision team to 1099 team, time to fix those worksheets from 2005.

Firms

Move hours off chasing data and onto the advisory work clients pay more for.

Firms

Move hours off chasing data and onto the advisory work clients pay more for.

Private Equity

Finally build those standardized portfolio rollup workpapers.

Private Equity

Finally build those standardized portfolio rollup workpapers.

Family Office

Waiting on K-1s anyway. Use it to build what you'll need when they land.

Family Office

Waiting on K-1s anyway. Use it to build what you'll need when they land.

Why TaxSphere

A Smarter Way To Transform Your Tax Data

Big firms hand you a deck and a large invoice. TaxSphere embeds with your teams to help improve their daily tasks and calculations.

The Usual Way

Automation only the consultant can maintain

A deck nobody opens again

Six figure invoices and six month engagements

A deck nobody opens again

Change management issues

TaxSphere

Your team builds it, so your team can fix it

Written in tools you already own

A process your department can read

SaaS you can cancel at anytime

Creating real efficiencies

Why TaxSphere

A Smarter Way To Transform Your Tax Data

Big firms hand you a deck and a large invoice. TaxSphere embeds with your teams to help improve their daily tasks and calculations.

The Usual Way

Automation only the consultant can maintain

A deck nobody opens again

Six figure invoices and six month engagements

A deck nobody opens again

Change management issues

TaxSphere

Your team builds it, so your team can fix it

Written in tools you already own

A process your department can read

SaaS you can cancel at anytime

Creating real efficiencies

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Our Pricing

One Plan. No Procurement.

Before signing up or paying a cent, try our the Canvas look and feel. No need for a long procurement because none of your data gets put into TaxSphere.

Our Pricing

One Plan. No Procurement.

Before signing up or paying a cent, try our the Canvas look and feel. No need for a long procurement because none of your data gets put into TaxSphere.

Our Pricing

One Plan. No Procurement.

Before signing up or paying a cent, try our the Canvas look and feel. No need for a long procurement because none of your data gets put into TaxSphere.

Monthly

Annually

TaxSphere Data

24.99

249.99

For fast-growing teams who are scaling.

Monthly

Annually

TaxSphere Data

24.99

249.99

For fast-growing teams who are scaling.