This product focuses on centralized tax data management, offering enhanced data accuracy and compliance capabilities, efficient tax processing workflows, and integrated financial data analysis.
Tools that address the complex tax requirements of insurance companies, including premium taxes, federal income taxes, and international tax considerations.
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Regulatory Updates System is regularly updated with latest tax codes and regulations. |
CCH Tagetik emphasizes centralized tax data management and regulatory compliance with regular tax and reporting updates as part of its promise. | |
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Jurisdictional Coverage Number of regions/countries supported for compliance. |
No information available | |
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Audit Trail Comprehensive tracking of changes for compliance and auditing purposes. |
Maintains an extensive audit trail, supporting compliance and traceability, referenced in product pages and documentation. | |
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Filing Assistance Guided workflows for regulatory filings (e.g., premium, income, sales taxes). |
Offers guided workflows for regulatory filings, specifically for sales and income tax returns. | |
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Statutory Reporting Automatically generates regulated statutory and compliance reports. |
Statutory and tax reporting automation is a core listed capability. | |
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Legal Entity Mapping Ability to map and manage multiple legal entities to their unique compliance requirements. |
Supports tax and compliance management for complex multi-entity organizations. | |
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Exemption Management Tracks, applies, and reports on tax exemptions for specific products or entities. |
No information available | |
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Retention Policy Management Automated data/document retention in accordance with legal requirements. |
Includes features for document management and compliance with retention rules per documentation. | |
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Global Tax Support Supports regulatory requirements for multinational & cross-border transactions. |
Describes strong multinational and cross-border tax compliance, aligning with global tax support. | |
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Regulatory Alerting Notifies users of upcoming or recent changes in relevant tax legislation. |
Built-in alerting features for regulatory changes and update notifications. | |
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FATCA/CRS Compliance Ensures product supports reporting under the US Foreign Account Tax Compliance Act (FATCA) and Common Reporting Standard (CRS). |
No information available | |
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Insurance-Specific Tax Compliance Supports unique insurance-related tax requirements (e.g., premium taxes, excise taxes). |
Insurance-specific tax calculation and compliance workflows are explicitly supported. |
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Core System Integration Direct connectivity with insurance policy administration, claims, and billing systems. |
Integrates with core policy, billing, and claims systems via CCH Tagetik's integration framework. | |
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ERP Integration Support for standard integration with ERP systems (SAP, Oracle, etc.). |
CCH Tagetik markets certified integrations with SAP, Oracle, and other ERP solutions. | |
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Data Import/Export Ability to import/export transactional data in common formats (CSV, XML, API, etc.). |
Robust import/export via APIs and the ability to handle CSV, Excel, and data feeds. | |
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Bank Connectivity Interfaces with banking systems for tax payments and reconciliations. |
Product offers integrations for payment processing and bank reconciliations. | |
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API Availability Accessible APIs for custom integrations. |
CCH Tagetik has accessible APIs for custom integrations as per developer documentation. | |
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Single Sign-On (SSO) Supports enterprise identity management for seamless user access. |
Enterprise SSO is listed as part of product's security/compliance features. | |
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Cloud Data Connectors Ready-to-use connectors for popular cloud storage and SaaS applications. |
No information available | |
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Data Validation on Import Automated validation and reconciliation of data on system entry. |
Data validation and reconciliation processes are integral to import workflows. | |
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Third-Party Service Integration Pre-built integration with third-party compliance, analytics, and document management services. |
Active partnerships and integration with third-party compliance and document tools listed. | |
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Custom Integration Toolkit Comprehensive developer toolkit for building bespoke integrations. |
Custom integration toolkit referenced for extensibility by developers. |
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Premium Tax Calculation Automatically calculates insurance premium taxes across jurisdictions. |
Automates insurance premium tax calculation across jurisdictions (explicit in insurance solution). | |
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Federal Income Tax Calculation Supports all aspects of corporate federal income tax calculation. |
Federal and corporate tax computations with all supporting forms are advertised. | |
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Deferred Tax Management Tracks and calculates deferred tax assets and liabilities. |
Tracks deferred tax assets and liabilities as documented in tax calculation module. | |
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Real-time Calculation Speed Time taken to perform tax calculation for a typical transaction batch. |
No information available | |
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Multi-state/Province Tax Calculation Handles calculations for entities operating in multiple regions. |
Supports multi-jurisdiction tax rules explicitly. | |
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Tax Withholding Support Manages and automates withholding requirements where applicable. |
Tax withholding management listed as core functionality for global entities. | |
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Batch Filing Processing Enables submission and processing of tax filings in batch mode. |
Batch filing and bulk tax processing supported according to automation features. | |
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Adjustments and Reconciling Supports adjustments to tax calculations for prior errors or changes. |
Manual adjustments and reconciliation of tax filings are supported. | |
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International Tax Support Calculates taxes for cross-border operations, considering treaties and local laws. |
Calculates international and cross-border taxes; mentions treaty support. | |
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Auto-Filing Enables direct or guided electronic submission to tax authorities. |
Direct or guided electronic filing is supported for many tax authorities. | |
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Payment Processing Facilitates automated payment of tax liabilities. |
Facilitates payment automation to tax agencies; integrated bank processing. |
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Custom Report Builder Ability to design and save custom reports. |
Custom report builder is an advertised core part of the product. | |
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Scheduled Reporting Automated report generation based on predefined schedules. |
Can generate scheduled reports and distribute to stakeholders. | |
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Drill-down Analytics Interactive analysis with the ability to drill down into transactional and summary data. |
Interactive analytics and drill-downs mentioned in analytics module. | |
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Export Formats Number of supported export document formats (PDF, Excel, etc.). |
No information available | |
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Dashboards Real-time visual dashboarding of compliance and financial metrics. |
Real-time dashboards for compliance and financial status built-in. | |
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Variance Analysis Compares actuals vs. expected or budgeted tax positions. |
Variance and scenario analysis are supported in the analytics suite. | |
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Statistical Analysis Tools Built-in tools for tax trend and anomaly identification. |
Statistical analysis and trend tools for compliance monitoring are mentioned. | |
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Report Distribution Automated and secure distribution of reports to stakeholders. |
Automatic report distribution to defined stakeholders is supported. | |
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Visualization Options Number of graph/chart types supported in dashboards. |
No information available | |
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Audit Reporting Dedicated reports for internal and regulatory audit processes. |
Audit-specific reports are a product feature as part of compliance tools. | |
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Ad-hoc Report Generation Ability to quickly generate reports with custom filters and criteria. |
Fast ad-hoc reports with filtering are highlighted capability. |
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Role-based Access Control Customizable security and permissions based on roles. |
Role-based access and permission controls available for user management. | |
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Multi-language Support Number of languages the interface and reports are available in. |
No information available | |
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Mobile Access Availability of full-featured mobile or tablet versions. |
Mobile/tablet responsive version is available. | |
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Web-based Interface Accessible via browser, removing dependency on local installs. |
Web-based system accessible from browser, no local install required. | |
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Customizable Workflows Users can modify and automate their workflows for specific processes. |
Workflow designers and modifications are part of user experience tools. | |
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Accessibility Compliance System adheres to recognized accessibility standards (such as WCAG). |
States alignment with WCAG/ADA compliance for accessibility. | |
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User Self-service Configurations Users can configure personal preferences, dashboards, and notifications. |
User can customize dashboards and notification settings. | |
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In-app Help & Tutorials Integrated walkthroughs and help resources. |
In-app tutorials and guided help features provided. | |
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Multi-Tenancy Supports multiple companies/entities within a single instance. |
Multi-tenancy support for multi-org and multi-company scenarios. | |
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Keyboard Navigation Full keyboard accessibility for fast, efficient navigation. |
Keyboard navigation supported for accessibility compliance. |
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Encryption at Rest All data is encrypted while stored. |
Encryption at rest is a foundational product security feature (see whitepaper). | |
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Encryption in Transit Data is encrypted while being transmitted. |
Encryption in transit via HTTPS and SSL as stated in security documentation. | |
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Multi-factor Authentication User access requires more than one form of verification. |
Multi-factor authentication is available for enterprise deployments. | |
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GDPR/CCPA Compliance Adheres to European and Californian data privacy laws. |
Global product is GDPR and CCPA aligned per published privacy policies. | |
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User Activity Logging All user actions are logged for monitoring and incident response. |
User activity logging is a standard feature for compliance. | |
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Data Masking Sensitive data can be hidden from unauthorized users. |
Configurable data masking for sensitive tax and financial data. | |
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Disaster Recovery RPO Maximum tolerable period in which data might be lost due to an incident. |
No information available | |
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Role-based Data Access Access to sensitive information restricted based on user roles. |
Role-based access to data is included in security suite. | |
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Audit Log Retention Period for which audit logs are retained. |
No information available | |
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Penetration Testing System is subject to regular external security testing. |
Mentions regular penetration and security testing (SOC, ISO certifications listed). |
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Custom Tax Rule Engine Users can configure bespoke tax rules/logic without code. |
Tax rules logic can be configured by business users without coding. | |
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Number of Concurrent Users Supported simultaneous user sessions. |
No information available | |
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Multi-entity Support Handles multiple business units, companies, or subsidiaries. |
Multi-entity/group support emphasized for large enterprises. | |
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Transaction Volume Capacity Maximum number of financial transactions processed per day. |
No information available | |
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Configurable Workflows Ability to customize process flows to align with business practices. |
Custom workflow configuration (including bespoke steps and reviews) supported. | |
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Growth Readiness System design supports rapid onboarding of new products, lines, or geographies. |
Advertised as scalable and ready for rapid enterprise/global growth. | |
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Custom Field Creation Users can add custom data fields. |
Users can add custom fields as required to forms/data models. | |
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Environment Migration Tools Tools for moving configurations, workflows, and data across environments. |
No information available | |
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Limitless Data Storage Support for virtually unlimited data records. |
No hard limits on historical transaction data; cloud platform promises scale. | |
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Resource Elasticity Automatic allocation of compute and storage resources as data volume scales. |
Cloud-native resource allocation and scalability mentioned multiple times. |
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Automated Data Extraction Uses OCR or data feeds to pull information from source systems. |
Integrates with OCRs, data feeds, and import pipelines for extraction. | |
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Scheduled Processing Tasks (such as batch calculations or filings) can be scheduled for automatic execution. |
Can schedule recurring and event-driven processing (see workflow documentation). | |
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Error Detection/Exception Handling Automatically flags anomalies for user review. |
Automatically flags anomalies and exceptions in financial/tax data. | |
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Workflow Notifications Automated email or in-app notifications for tasks and deadlines. |
Automated notifications for workflow events, due dates, and compliance deadlines. | |
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Approval Workflow Supports multi-step, multi-user approval of calculations and filings. |
Multi-step approval workflows can be set for filings and reviews. | |
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Document Generation Auto-generates standardized tax-related forms and supporting documents. |
Automatic document generation for tax filings, compliance, and reporting. | |
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Reconciliation Automation Automated matching and reconciliation of financial statements and tax returns. |
Automated reconciliation of tax and finance data with external ledgers/reports. | |
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Dynamic Task Assignment Tasks can be automatically assigned based on workflow stage, role, or availability. |
No information available | |
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Retention Workflow Management Automates document retention, archival, and deletion based on policy/requirements. |
Retention and archiving workflows that comply with corporate and legal policy. | |
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Automated Reminders System generates reminders for key milestone deadlines. |
Automated reminders for deadlines, tasks, and compliance reviews. |
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Multi-currency Support Handles transactions and tax calculations in multiple currencies. |
Supports transactions and tax calculations in multiple currencies. | |
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Local Tax Rules Engine Supports custom rule definition to address distinct rules by locality. |
Configurable local rule engines per jurisdiction/locale. | |
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Translation Management Automated or manual translation of interface, documentation, and reports. |
No information available | |
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Cross-border Transaction Handling Ensures correct application of treaties, international taxes, and compliance rules. |
Manages cross-border tax rules and treaty applications. | |
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Country-specific Templates Prebuilt forms and templates for country-specific reporting/filing. |
Provides country-specific filing templates for reporting. | |
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Foreign Subsidiary Management Associate and manage tax profiles for multiple international subsidiaries. |
Allows management of foreign subsidiaries and their unique profiles. | |
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Currency Conversion Automation Auto conversion of values and reporting in local and base currencies. |
Automates currency conversion for reporting and data analysis. | |
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Localization of Dates/Numbers Adapts date, number, and currency formats by user locale. |
Adapts dates, numbers, and currency formats based on locale. | |
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International Document Support Supports global document standards (XBRL, XML, etc.). |
Supports global e-filing documents such as XML, XBRL, etc. | |
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Cross-border Data Privacy Compliance Implements and tracks compliance with international data privacy requirements. |
Tracks international data privacy compliance (GDPR, CCPA, others). |
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Internal Messaging Built-in communication tools for team discussions and queries. |
Internal messaging and workflow communications are incorporated. | |
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Commenting/Annotations Ability to comment or annotate specific calculations, documents, or workflow steps. |
Allows for comments/annotations on documents and filings. | |
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Task Assignment Users can assign tax tasks and track completion status. |
Task assignment and tracking dashboard included. | |
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Approval Routing Route approvals to appropriate stakeholders with full tracking. |
Approval routing with comprehensive tracking is part of workflow capabilities. | |
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Document Collaboration Multiple users can jointly prepare, edit, or review documents. |
Multiple users can collaborate on documents in real time. | |
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Notifications and Alerts System provides timely alerts on changes, deadlines, or approvals. |
Comprehensive notification and alerting for compliance activity. | |
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Document Sharing Controls Granular controls on document sharing, print, and download permissions. |
Granular document sharing, printing, and downloading permission controls. | |
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Workflow Status Tracking Real-time visibility of progress and workloads across teams. |
Tracks workflow status with dashboards and audit trails. | |
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External Auditor Access Provision of secure, time-limited access to external auditors. |
Can grant secure, time-limited data access to auditors. | |
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Knowledge Base / Wiki Central repository for tax policies, FAQs, and best practices. |
Integrated knowledge base for tax rules, FAQs, and best practices. |
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24/7 Helpdesk Availability of support staff around the clock. |
24/7 global support helpdesk available. | |
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Online Documentation Comprehensive up-to-date user guides and FAQs. |
Comprehensive online documentation and support library. | |
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Implementation Support Guided onboarding and implementation available. |
Guided onboarding and implementation management service stated. | |
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Knowledge Base Access Access to searchable database of technical and tax domain information. |
Cloud access to full searchable knowledge base. | |
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User Community Forum Online community for sharing experiences and advice. |
Community/forum available for user discussion and support. | |
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Training Programs Structured training and certification for users. |
Offers structured e-learning, certifications, and in-person/on-demand training. | |
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Dedicated Account Manager Assignment of a dedicated customer success manager. |
Dedicated account management promised to enterprise clients. | |
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Service Level Agreement (SLA) Commitment to minimum uptime and maximum response time. |
Uptime/reliability commitments via Service Level Agreements (SLAs). | |
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Multi-channel Support Support available via phone, email, and chat. |
Support available via phone, email, and web chat. | |
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Release Notes and Product Updates Regular communication of new features and bug fixes. |
Regularly published product release notes and updates. |
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