at Financial Technnology Year
Please contact them if you have any questions.
Longview Tax from Longview Tax
A comprehensive tax solution that enables insurance companies to automate tax provision, compliance, planning, and reporting. Features include data management, workflow automation, analytics, and multi-jurisdiction support with insurance-specific tax treatments.
Product analysis by function
Tax Management Software for Finance and Accounting
Tools that address the complex tax requirements of insurance companies, including premium taxes, federal income taxes, and international tax considerations.
More Tax Management Software
More Finance and Accounting ...
Regulatory Compliance
(10 Yes /10 Known /12 Possible features)
|
Regulatory Updates System is regularly updated with latest tax codes and regulations. |
Product documentation and vendor website state updates for tax codes and statutory compliance are core to the solution. | |
|
Jurisdictional Coverage Number of regions/countries supported for compliance. |
No information available | |
|
Audit Trail Comprehensive tracking of changes for compliance and auditing purposes. |
Audit trail and full traceability mentioned repeatedly in product documentation and compliance sections. | |
|
Filing Assistance Guided workflows for regulatory filings (e.g., premium, income, sales taxes). |
Guided regulatory workflows and e-filings are part of advertised workflow automation capabilities. | |
|
Statutory Reporting Automatically generates regulated statutory and compliance reports. |
Automated statutory and compliance reporting is a feature on solution overview and datasheets. | |
|
Legal Entity Mapping Ability to map and manage multiple legal entities to their unique compliance requirements. |
Documentation and testimonials reference multi-entity and legal entity mapping as key features. | |
|
Exemption Management Tracks, applies, and reports on tax exemptions for specific products or entities. |
Tax exemption support for insurance-related requirements explicitly mentioned in collateral. | |
|
Retention Policy Management Automated data/document retention in accordance with legal requirements. |
Retention management is addressed in product security briefings and compliance tools documentation. | |
|
Global Tax Support Supports regulatory requirements for multinational & cross-border transactions. |
Solution is marketed as global/multinational with cross-border transaction and tax support. | |
|
Regulatory Alerting Notifies users of upcoming or recent changes in relevant tax legislation. |
Regulatory alerting is included in workflow and notification features in product literature. | |
|
FATCA/CRS Compliance Ensures product supports reporting under the US Foreign Account Tax Compliance Act (FATCA) and Common Reporting Standard (CRS). |
No information available | |
|
Insurance-Specific Tax Compliance Supports unique insurance-related tax requirements (e.g., premium taxes, excise taxes). |
Insurance-specific tax (premium, excise) compliance is listed as part of insurance solution set. |
Integration Capabilities
(10 Yes /10 Known /10 Possible features)
|
Core System Integration Direct connectivity with insurance policy administration, claims, and billing systems. |
Direct integrations with policy admin, billing, and claims systems are detailed on site and integration guides. | |
|
ERP Integration Support for standard integration with ERP systems (SAP, Oracle, etc.). |
Integration with SAP, Oracle, and other ERP platforms is a highlighted capability. | |
|
Data Import/Export Ability to import/export transactional data in common formats (CSV, XML, API, etc.). |
Product supports import/export in many formats (CSV, Excel, XML, API), as listed in integration documentation. | |
|
Bank Connectivity Interfaces with banking systems for tax payments and reconciliations. |
Product is capable of bank integration for payment and reconciliation workflows per technical FAQ. | |
|
API Availability Accessible APIs for custom integrations. |
APIs are available for custom integrations (as per developer portal/API references). | |
|
Single Sign-On (SSO) Supports enterprise identity management for seamless user access. |
Single sign-on is supported with SAML and OAuth as per product's security documentation. | |
|
Cloud Data Connectors Ready-to-use connectors for popular cloud storage and SaaS applications. |
Connectors for major cloud platforms and applications are part of integration toolkit. | |
|
Data Validation on Import Automated validation and reconciliation of data on system entry. |
The product advertises automated data validation and reconciliation at import. | |
|
Third-Party Service Integration Pre-built integration with third-party compliance, analytics, and document management services. |
Integration with 3rd party analytics and compliance services supported, confirmed by partner ecosystem list. | |
|
Custom Integration Toolkit Comprehensive developer toolkit for building bespoke integrations. |
A developer toolkit for integrations is available as part of the platform offering. |
Tax Calculation and Filing
(10 Yes /10 Known /11 Possible features)
|
Premium Tax Calculation Automatically calculates insurance premium taxes across jurisdictions. |
Automated premium tax calculation is a core feature for insurance sector clients. | |
|
Federal Income Tax Calculation Supports all aspects of corporate federal income tax calculation. |
Supports corporate federal (and some international) income tax calculation, as per module descriptions. | |
|
Deferred Tax Management Tracks and calculates deferred tax assets and liabilities. |
Deferred tax management included as a highlight in solution datasheet. | |
|
Real-time Calculation Speed Time taken to perform tax calculation for a typical transaction batch. |
No information available | |
|
Multi-state/Province Tax Calculation Handles calculations for entities operating in multiple regions. |
Multi-location and multi-state/province tax calculation confirmed in product multi-jurisdiction support materials. | |
|
Tax Withholding Support Manages and automates withholding requirements where applicable. |
Tax withholding automation supported for relevant jurisdictions as per software guide. | |
|
Batch Filing Processing Enables submission and processing of tax filings in batch mode. |
Batch submission and processing for filings described as available in workflow automation tools. | |
|
Adjustments and Reconciling Supports adjustments to tax calculations for prior errors or changes. |
Product supports adjustments and corrections, per user documentation. | |
|
International Tax Support Calculates taxes for cross-border operations, considering treaties and local laws. |
Cross-border and international tax calculation (treaties, local laws) highlighted in product's technical scope. | |
|
Auto-Filing Enables direct or guided electronic submission to tax authorities. |
Auto-filing (e-filing) to tax authorities included in workflow automation. | |
|
Payment Processing Facilitates automated payment of tax liabilities. |
Automated payment of liabilities mentioned in product literature. |
Reporting and Analytics
(9 Yes /9 Known /11 Possible features)
|
Custom Report Builder Ability to design and save custom reports. |
Custom reporting builder referenced in documentation and video demos. | |
|
Scheduled Reporting Automated report generation based on predefined schedules. |
Scheduled report generation available as a reporting automation feature. | |
|
Drill-down Analytics Interactive analysis with the ability to drill down into transactional and summary data. |
Drill-down analytics and interactive dashboards shown in marketing screenshots and demos. | |
|
Export Formats Number of supported export document formats (PDF, Excel, etc.). |
No information available | |
|
Dashboards Real-time visual dashboarding of compliance and financial metrics. |
The product features configurable real-time dashboards for compliance and finance metrics. | |
|
Variance Analysis Compares actuals vs. expected or budgeted tax positions. |
Variance/actuals vs. expected tax position analyses available in reporting functions. | |
|
Statistical Analysis Tools Built-in tools for tax trend and anomaly identification. |
Statistical analysis for tax forecasting/benchmarking part of analytics suite. | |
|
Report Distribution Automated and secure distribution of reports to stakeholders. |
Automated report distribution supported via email and secure data rooms. | |
|
Visualization Options Number of graph/chart types supported in dashboards. |
No information available | |
|
Audit Reporting Dedicated reports for internal and regulatory audit processes. |
Audit-specific reporting for internal/external audit processes available as per audit workflow capabilities. | |
|
Ad-hoc Report Generation Ability to quickly generate reports with custom filters and criteria. |
Ad hoc custom report generation mentioned in product documentation. |
User Experience and Accessibility
(7 Yes /7 Known /10 Possible features)
|
Role-based Access Control Customizable security and permissions based on roles. |
Role-based access control is part of the security and workflow configuration setup. | |
|
Multi-language Support Number of languages the interface and reports are available in. |
No information available | |
|
Mobile Access Availability of full-featured mobile or tablet versions. |
Mobile browser/tablet access is mentioned. Dedicated apps are not specified, so may be browser-based only. | |
|
Web-based Interface Accessible via browser, removing dependency on local installs. |
Solution is web-based and accessed by browser. | |
|
Customizable Workflows Users can modify and automate their workflows for specific processes. |
Customizable workflows described in automation modules. | |
|
Accessibility Compliance System adheres to recognized accessibility standards (such as WCAG). |
No information available | |
|
User Self-service Configurations Users can configure personal preferences, dashboards, and notifications. |
User self-service configurations (not only for admins) are available for dashboards and notifications. | |
|
In-app Help & Tutorials Integrated walkthroughs and help resources. |
Product help system includes tutorials and guided walkthroughs per training and onboarding docs. | |
|
Multi-Tenancy Supports multiple companies/entities within a single instance. |
Supports multiple companies/entities in one deployment, as advertised in solution overview. | |
|
Keyboard Navigation Full keyboard accessibility for fast, efficient navigation. |
No information available |
Security and Privacy
(7 Yes /7 Known /10 Possible features)
|
Encryption at Rest All data is encrypted while stored. |
Encryption at rest is cited as part of platform security specifications. | |
|
Encryption in Transit Data is encrypted while being transmitted. |
Platform uses HTTPS/TLS for encryption in transit; documented in security and compliance statements. | |
|
Multi-factor Authentication User access requires more than one form of verification. |
Multi-factor authentication is available as an option, stated in security datasheet. | |
|
GDPR/CCPA Compliance Adheres to European and Californian data privacy laws. |
GDPR and CCPA compliance claims made on website and in legal documentation. | |
|
User Activity Logging All user actions are logged for monitoring and incident response. |
Product supports user activity logging as standard for audit and compliance. | |
|
Data Masking Sensitive data can be hidden from unauthorized users. |
No information available | |
|
Disaster Recovery RPO Maximum tolerable period in which data might be lost due to an incident. |
No information available | |
|
Role-based Data Access Access to sensitive information restricted based on user roles. |
Role-based data access set up as part of user management security. | |
|
Audit Log Retention Period for which audit logs are retained. |
No information available | |
|
Penetration Testing System is subject to regular external security testing. |
Regular penetration testing cited in product security page. |
Configurability and Scalability
(7 Yes /7 Known /10 Possible features)
|
Custom Tax Rule Engine Users can configure bespoke tax rules/logic without code. |
Product claims 'configurable rules engine; no code required for many changes.' | |
|
Number of Concurrent Users Supported simultaneous user sessions. |
No information available | |
|
Multi-entity Support Handles multiple business units, companies, or subsidiaries. |
Supports multiple business units/entities in a single environment, confirmed by feature matrix. | |
|
Transaction Volume Capacity Maximum number of financial transactions processed per day. |
No information available | |
|
Configurable Workflows Ability to customize process flows to align with business practices. |
Process workflow customization is available in admin configuration modules. | |
|
Growth Readiness System design supports rapid onboarding of new products, lines, or geographies. |
Solution claims design supports rapid onboarding of products/entities/geographies. | |
|
Custom Field Creation Users can add custom data fields. |
Custom field creation supported for additional data capture. | |
|
Environment Migration Tools Tools for moving configurations, workflows, and data across environments. |
No information available | |
|
Limitless Data Storage Support for virtually unlimited data records. |
No explicit storage limit cited; documentation refers to 'virtually unlimited records.' | |
|
Resource Elasticity Automatic allocation of compute and storage resources as data volume scales. |
Resource elasticity provided in hosted/SaaS deployments per technical reference. |
Workflow Automation
(9 Yes /9 Known /10 Possible features)
|
Automated Data Extraction Uses OCR or data feeds to pull information from source systems. |
Automated data extraction capabilities (structured/unstructured) available as per solution overview. | |
|
Scheduled Processing Tasks (such as batch calculations or filings) can be scheduled for automatic execution. |
Scheduling of processes and tasks is supported by the automation module. | |
|
Error Detection/Exception Handling Automatically flags anomalies for user review. |
Error/exception detection provided in automated workflow exception handling. | |
|
Workflow Notifications Automated email or in-app notifications for tasks and deadlines. |
Notifications and escalation workflow are part of product's core features. | |
|
Approval Workflow Supports multi-step, multi-user approval of calculations and filings. |
Multi-step approval workflow support included in workflow automation features. | |
|
Document Generation Auto-generates standardized tax-related forms and supporting documents. |
Standardized document generation is available for tax forms and reporting. | |
|
Reconciliation Automation Automated matching and reconciliation of financial statements and tax returns. |
Automated reconciliations supported as per workflow automation documentation. | |
|
Dynamic Task Assignment Tasks can be automatically assigned based on workflow stage, role, or availability. |
No information available | |
|
Retention Workflow Management Automates document retention, archival, and deletion based on policy/requirements. |
Document retention and archival addressed in compliance module. | |
|
Automated Reminders System generates reminders for key milestone deadlines. |
Automated reminders for critical dates/deadlines included as notification features. |
Internationalization and Cross-border Support
(9 Yes /9 Known /10 Possible features)
|
Multi-currency Support Handles transactions and tax calculations in multiple currencies. |
Multi-currency support mentioned for international finance and insurance use cases. | |
|
Local Tax Rules Engine Supports custom rule definition to address distinct rules by locality. |
Local and regional custom rule configuration included in tax engine description. | |
|
Translation Management Automated or manual translation of interface, documentation, and reports. |
No information available | |
|
Cross-border Transaction Handling Ensures correct application of treaties, international taxes, and compliance rules. |
Cross-border treaties and rules explicitly called out and supported in the engine. | |
|
Country-specific Templates Prebuilt forms and templates for country-specific reporting/filing. |
Templates for major reporting jurisdictions are referenced. | |
|
Foreign Subsidiary Management Associate and manage tax profiles for multiple international subsidiaries. |
Foreign subsidiary tax handling and profile management described as core multinational features. | |
|
Currency Conversion Automation Auto conversion of values and reporting in local and base currencies. |
Automatic currency conversion part of international/multicurrency tax support. | |
|
Localization of Dates/Numbers Adapts date, number, and currency formats by user locale. |
System localizes format for user locale (dates, numbers, currency) per user documentation. | |
|
International Document Support Supports global document standards (XBRL, XML, etc.). |
International document schema support (including XBRL, XML) is documented. | |
|
Cross-border Data Privacy Compliance Implements and tracks compliance with international data privacy requirements. |
International data privacy compliance is referenced (GDPR, CCPA, and regional equivalents). |
Collaboration and Communication
(9 Yes /9 Known /10 Possible features)
|
Internal Messaging Built-in communication tools for team discussions and queries. |
Collaboration tools, such as messaging and commenting, are available for teams. | |
|
Commenting/Annotations Ability to comment or annotate specific calculations, documents, or workflow steps. |
Commenting/annotation supported on workflows/reports. | |
|
Task Assignment Users can assign tax tasks and track completion status. |
Task assignment and tracking is a standard part of workflow. | |
|
Approval Routing Route approvals to appropriate stakeholders with full tracking. |
Approval routing with tracking is available in workflow settings. | |
|
Document Collaboration Multiple users can jointly prepare, edit, or review documents. |
Document collaboration and co-authoring described in product features. | |
|
Notifications and Alerts System provides timely alerts on changes, deadlines, or approvals. |
Notifications and alerts configurable for deadlines, changes, and approvals. | |
|
Document Sharing Controls Granular controls on document sharing, print, and download permissions. |
No information available | |
|
Workflow Status Tracking Real-time visibility of progress and workloads across teams. |
Real-time workflow status and task monitoring is available across teams. | |
|
External Auditor Access Provision of secure, time-limited access to external auditors. |
External auditor access available with configurable permissions (supported by compliance module). | |
|
Knowledge Base / Wiki Central repository for tax policies, FAQs, and best practices. |
Knowledge base/wiki for reference on tax process, included in online help resources. |
Support and Documentation
(10 Yes /10 Known /10 Possible features)
|
24/7 Helpdesk Availability of support staff around the clock. |
24/7 helpdesk support referenced in SLA/support documentation. | |
|
Online Documentation Comprehensive up-to-date user guides and FAQs. |
Comprehensive online documentation provided on vendor support portal. | |
|
Implementation Support Guided onboarding and implementation available. |
Guided onboarding/implementation support is a key part of Longview deployment services. | |
|
Knowledge Base Access Access to searchable database of technical and tax domain information. |
Searchable knowledge base for technical/tax info available to users. | |
|
User Community Forum Online community for sharing experiences and advice. |
User community forums available on insightsoftware community site. | |
|
Training Programs Structured training and certification for users. |
Structured training (webinars, certifications) part of customer success program. | |
|
Dedicated Account Manager Assignment of a dedicated customer success manager. |
Dedicated account/customer success managers assigned for enterprise clients. | |
|
Service Level Agreement (SLA) Commitment to minimum uptime and maximum response time. |
SLAs specifying uptime and response times available for customers. | |
|
Multi-channel Support Support available via phone, email, and chat. |
Multi-channel support (phone, email, chat) documented in support policies. | |
|
Release Notes and Product Updates Regular communication of new features and bug fixes. |
Product updates, release notes, and new feature announcements provided regularly via portal and email. |
This data was generated by an AI system. Please check
with the supplier. More here
While you are talking to them, please let them know that they need to update their entry.