Opti.Tax Transfer Pricing Documentation helps organizations create and maintain transfer pricing documentation using the BZSt taxonomy. Live validation checks entries as they are made, and help videos explain individual items; a bookable e-learning course by transfer pricing expert Tobias Polka is also available. DeepL integration translates the software, cloud interface, chats, tasks, and generated documents into supported languages. Microsoft 365 integration sends process-change notifications by email or Teams and routes tasks to Microsoft To Do and Outlook. Interfaces are also listed for Microsoft Dynamics 365 Business Central, Sage, taskplace.de, kanzlei.land, DATEV, and Audicon. Country-by-Country Reporting and Pillar 2 are optional modules. The product uses a hybrid web and Windows setup. Its cloud workspace is accessed through Chrome, Edge, Firefox, or Safari and is intended for temporary rather than permanent storage. The Windows client requires 64-bit Windows 10 or 11 and a database server with Microsoft SQL Server 2017 or later; other database systems may be possible by arrangement. Pricing is available on request, with a consultation offered.
Who it is for
The vendor describes it as suitable for beginners and professionals, including SMEs, law firms, and businesses. It may fit organizations seeking transfer-pricing documentation workflows with training and German customer support.
What is good
- Uses the BZSt taxonomy for documentation
- Live validation checks entries for validity
- DeepL translates software and generated documents
- Integrates with Microsoft 365 task tools
What to know first
- Pricing is available only on request
- Windows client requires 64-bit Windows 10 or 11
- Cloud workspace is intended for temporary storage
Verdict
Opti.Tax combines transfer-pricing documentation with validation, guidance, translation, and listed business-system integrations. Consider its hybrid setup, Windows and database requirements, and request pricing directly.
Get started with Opti.Tax Transfer Pricing Documentation
- Visit the Opti.Tax Transfer Pricing Documentation website.
- Book a free, no-obligation consultation or request pricing.
- Choose the hybrid web and Windows setup that fits your workflow.
- Access Opti.Tax Cloud through Chrome, Edge, Firefox or Safari, or use the Windows client.
- Arrange onboarding and training with the vendor.
Limits to know first
The product price is available on request. Opti.Tax Cloud is intended for temporary rather than permanent data storage; the Windows client requires 64-bit Windows 10 or 11 and Microsoft SQL Server 2017 or later for the database server.
Questions about Opti.Tax Transfer Pricing Documentation
How much does Opti.Tax Transfer Pricing Documentation cost?
Pricing is available on request. The plan listing offers a free, no-obligation consultation.
Which platforms does it support?
It is offered in a hybrid setup for web and Windows. The cloud workspace works through Chrome, Edge, Firefox or Safari.
What does the software help users do?
It helps create and maintain transfer pricing documentation using the BZSt taxonomy, with live validation and in-software help videos.
Does it integrate with Microsoft 365?
Yes. It can send process-change notifications by email or Teams and route tasks to Microsoft To Do and Outlook.
Are Country-by-Country Reporting and Pillar 2 included?
They are described as optional modules.
Who makes Opti.Tax?
The maker is hsp Handels-Software-Partner GmbH, based in Hamburg. The company says it has operated since 1991.
Opti.Tax Transfer Pricing Documentation plans and pricing
All plansCompared on transfer pricing software
- Documentation workflows
- Yes
- Country-by-country reports
- Yes
- Platform
- hybrid
