Tax Series

Tax Series is web-native software for corporate income tax work, combining provision, compliance, and BEPS reporting around shared data. It is best suited to medium and large multinational companies coordinating tax processes across jurisdictions. Its breadth and full-cycle proof of concept make it worth considering, though custom pricing means buyers should establish the cost against their scope.

Overview

Tax Series brings corporate tax work into a single database used across data collection, compliance, provision, planning, audit support, legal entity maintenance, tax calendars, and document management. That shared foundation can reduce repeated data handling across teams, while dedicated modules let companies address different processes within the same system. The trade-off is a product aimed at corporate tax departments, not a simple filing tool for individuals or small businesses.

The vendor has provided corporate tax solutions since 2000 and says it has had no ownership changes. Its Proof of Concept lets prospective clients use Tax Series for a full tax cycle at no cost; the process typically takes 2–10 weeks, depending largely on data availability and reconciliation needs. That is a meaningful opportunity to assess fit with a real cycle before licensing, though it requires time and prepared data.

Key features

Provision, compliance, and BEPS

The Provision module supports worldwide tax provision reporting under ASC 740 and calculations under U.S. GAAP or IFRS. That makes it relevant to companies with international reporting needs and accounting frameworks to accommodate. Compliance automates corporate tax calculations and populates forms including Forms 5471, 8865, and 8858, while BEPS supports automated Country-by-Country reports, master and local files, and multi-jurisdictional reporting. Together, the modules cover several demanding corporate tax workflows rather than focusing on only one filing task.

Coordination and data transfer

Data Collector assigns packages to preparers, reviewers, and approvers and provides real-time project monitoring. This is useful where tax work is distributed across people and review stages, although it is most valuable to organizations with those coordination needs. Tax Series Web Services supports bidirectional data transfer with client systems, data validation, and calculation triggers, giving companies a route to connect tax work with existing systems.

The product supports U.S. corporate taxpayers and multinational corporations, federal and state e-file, bookkeeping imports, and prior-year imports. The vendor says it annually obtains third-party SOC 1 and SOC 2 reports and maintains an in-house security team. Each client receives a dedicated support representative and free support hours based on licensed products. After a subscription expires or is terminated, clients receive three months of read-only access at no cost to retrieve their data.

Pricing

Tax Series: custom pricing. The fixed licensing fee is based on scope determined during the Proof of Concept, and pricing is on request. There is no published seat count or quota to weigh; buyers should clarify licensing scope and included support hours for their expected use. The no-cost Proof of Concept covers a full tax cycle, typically over 2–10 weeks, but is not a substitute for agreeing the ongoing license terms.

Platforms

Tax Series is web-native and is available on web and through an API. That suits organizations seeking browser access and system-to-system data exchange; the stated platform options do not include a desktop client.

Who it's for

Tax Series is strongest for medium and large multinational corporate tax teams that need provision, compliance, and BEPS reporting, and can benefit from shared data and coordinated review. Smaller businesses or buyers looking only for a straightforward tax filing tool are unlikely to need this breadth.

Pros and cons

• Pros: Shared data spans multiple corporate tax processes, reducing the case for separate data stores across those workflows.
• Pros: A full-cycle, no-cost Proof of Concept offers a substantial way to assess fit before licensing.
• Pros: Dedicated support representation and three months of read-only data access after termination support continuity and retrieval.
• Cons: Custom pricing requires scope discussions before buyers can compare the license cost.
• Cons: Its corporate and multinational focus makes it a poor match for individual filers and many small businesses.

Alternatives

Browse Corporate Tax Software, Tax Provision Software, and Tax Compliance Software for category-level options; Small Business Tax Software is a better place to look if the priority is a smaller-business fit.

Alphatax is another paid option with web, API, and Windows platforms and a free trial. Complete Tax Solutions is a paid web and Windows option with pricing by enquiry. CSC Corptax is paid enterprise corporate tax software, with pricing obtained by requesting a demo. GoSystem Tax RS and ONESOURCE Income Tax are paid web options. ONESOURCE Tax Provision is a paid web and API option with pricing through sales. IRIS Business Tax is a paid Windows and self-hosted option, offered as a standalone module or part of IRIS Accountancy Suite, including hosted use with IRIS Anywhere. ProFile T2 has a free trial and a Windows plan at $1,190 a year, including Québec and one license.

Verdict

Choose Tax Series if a corporate tax department needs several tax workflows to share data, particularly across multinational provision, compliance, and BEPS reporting. The full-cycle Proof of Concept is a strong reason to evaluate it before committing. Look elsewhere if you need a small-business tax product or want a price that can be compared without first defining a custom scope.