Stay audit-ready year-round
The risk of disconnected tax processes
Many tax teams lack confidence in their data – and feel the pressure that comes with it. Fragmented tools, manual workarounds, and weak controls make it harder to validate and defend your numbers.
Whether you’ve identified a material weakness or are trying to avoid one, proving data integrity to auditors and stakeholders is increasingly difficult.
Limited visibility
When multiple people update tax data across spreadsheets and systems, it’s hard to tell what’s finalized and what still needs validation. That uncertainty slows reviews and makes errors harder to catch.
Data silos
When tax data is siloed across entities, years, and processes, validating numbers becomes manual and repetitive, increasing the risk of inconsistent data and calculations.
Control gaps
Audit risk goes beyond mistakes – you need to explain, support, and defend your numbers under scrutiny. With manual or undocumented controls, small issues can escalate.
Ensure accuracy with tools built for control
When audit opinions and compliance are at stake, tax teams need tools designed for rigor and control. Ensure accurate calculations, consistent data governance, and audit-ready transparency with built-in controls so you can defend every number.
Verify every change to your data
Show your CFO and auditors that your data is secure with robust control and security features. Restrict editing permissions, view time-stamped change logs, and set automated validation rules that flag anomalies before they become material weaknesses.
Get accurate calculations the first time
Accurate calculations are the first line of defense against audit adjustments and financial restatements. In one cloud-based environment, you’ll eliminate version control issues, ensure everyone is working from the same numbers, and enforce consistency so your base calculations are correct before you even review them.
Find and fix data issues proactively
Avoid last-minute scrambling by identifying and resolving discrepancies in real time, not just before deadlines. Present a clear audit trail with dashboard views, cell-level tracked changes, and workpaper signoffs that provide full visibility into your data health.
Why customers choose Bloomberg Tax
“We currently use Bloomberg Tax Provision, Research, and Workpapers. It’s great to have tools that are interconnected so that you’re not having to go to multiple platforms.”
Becky Hawkins
Associate Tax Director at an advisory firm
“I really like the fact that you can just click on a link within Bloomberg Tax Workpapers and go straight into the research tool to get the information needed for calculations.”
Christine Kennedy
Vice President, Tax and Treasury at an enterprise software company
“Knowing that a portion of the calculations in my workpapers have already been vetted brings me confidence that I have reduced the risk of human error in my process.”
Claire Stervinou
Corporate Tax Manager at an asset management company
Request a demo
The Bloomberg Tax Suite of Solutions helps tax teams stay audit-ready year-round with built-in controls that minimize risk, ensure accuracy, and enforce consistency.
Complete the form, and we’ll be in touch to schedule a demo. We’ll walk through your current processes and show how our connected tools can strengthen data control and help you defend your numbers with confidence.