Control your uncertain tax positions.
Integrated rollforwards and approval workflows.
A single source of truth for global uncertain tax positions. Monitor entity-level rollforwards across jurisdictions with a secure workflow that locks data at each stage - ensuring your closing balances are always audit-ready.
Spreadsheets aren't audit-ready
For multinational groups, managing uncertain tax positions across dozens of jurisdictions is a version-control nightmare. Relying on manual rollforwards and informal email approvals leaves your internal controls vulnerable and your audit trail fragmented.
As tax authorities globally increase their focus on undisclosed treatments, the "Total Exposure vs. Provision" gap can no longer be estimated. It must be systematically tracked.
Our platform centralizes your UTP lifecycle into a single source of truth, enforcing accountability at every level of the tax function.
The Engine
AI-Powered Ingestion
Upload tax workpapers and ERP exports. Our AI pre-populates provision data, extracting entities, periods, and exposure types to eliminate manual entry errors.
Provision Rollforwards
Automate the math. Track Opening Balances, CY Movements, and PY Adjustments across jurisdictions with country-based filtering and automated closing balance carry-forwards.
Enforced Linear Workflows
Move records through a strict state machine: Draft (L1), Review (L2), and Sign-off (L3). Real-time notifications keep your team aligned and deadlines met.
Immutable Audit Trail
Every status change, rejection comment, and document attachment is logged permanently. Provide auditors with a clean, defensible history for every single position.
Built for Corporate Tax Teams
Multi-Level Approvals
Configurable 2 or 3-level sign-off chains. Every role has a specific, locked state in the workflow.
Secure Multi-Tenancy
Robust Row Level Security (RLS) ensures users only see the entities and jurisdictions they are assigned to manage.
Global Visibility
Dashboards provide high-level metrics on Total Exposure vs. Provision Booked, with granular country-level drill-downs.
Modernize your UTP process
Experience how our state machine and AI-ingestion can reduce provision cycle time by 60%.
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