Tax Series

Tax Series is corporate tax software for organizations coordinating income-tax work across many entities and jurisdictions. It is most appropriate for medium and large multinational tax departments that need connected provision, compliance, and BEPS workflows rather than a basic return-filing utility. The strongest case is its shared data model and opportunity to run a complete tax cycle before committing; custom pricing and the implementation effort make it a poor fit for smaller, occasional filers.

Overview

Tax Series is a web-native system for corporate income-tax processes. A single database can support data collection, compliance, provision, planning, audit support, legal-entity maintenance, tax calendars, and document management. Reusing information across those activities should reduce duplicate preparation and give teams a common operational record, although the breadth is likely unnecessary for a business handling only a small number of returns.

Tax Technologies, Inc. has provided corporate tax solutions since 2000 and says ownership has not changed. Its Proof of Concept allows a prospective customer to use Tax Series through a full tax cycle at no cost. The process generally takes two to 10 weeks, depending largely on data availability and reconciliation work, so it is a serious evaluation rather than an instant trial.

Key features

Provision, compliance, and BEPS

The Provision module supports worldwide tax-provision reporting under ASC 740 and calculations under U.S. GAAP or IFRS. That combination suits multinational groups reporting under different accounting frameworks. The Compliance module automates corporate tax calculations and populates Forms 5471, 8865, and 8858, addressing common international information-reporting workloads. Federal and state e-file support, bookkeeping imports, and prior-year imports add practical filing and migration coverage for U.S. corporate taxpayers.

For transfer-pricing and international reporting teams, the BEPS module automates Country-by-Country reports, master files, local files, and other multi-jurisdictional reporting. These capabilities make Tax Series more relevant to coordinated global compliance than to single-country tax preparation.

Collection, integration, and controls

Data Collector assigns packages to preparers, reviewers, and approvers and provides real-time project monitoring. That workflow structure can clarify responsibility across a large tax function. Tax Series Web Services supports bidirectional data transfer with client systems, validates data, and can trigger calculations, which is useful when tax processes must connect to financial or enterprise systems rather than rely on manual uploads.

The vendor says it obtains third-party SOC 1 and SOC 2 reports annually and maintains an in-house security team. Each client receives a dedicated support representative and free support hours based on the licensed products. After expiry or termination, three months of read-only access is provided at no cost, giving teams a defined window to retrieve records.

Pricing

Tax Series uses paid, custom pricing. The licensing fee is fixed according to the scope established during the Proof of Concept, so cost depends on the processes and coverage a customer adopts rather than a published tier. There is no public seat quota, renewal schedule, or lower-cost plan to compare. Buyers should use the two-to-10-week evaluation to reconcile their data, define scope, and establish the resulting license cost.

The full-cycle Proof of Concept is free, but it requires a meaningful project and suitable data. That favors organizations with a planned implementation and enough internal capacity to participate; it is less attractive to a small company seeking an immediate, low-commitment filing tool.

Platforms

Tax Series runs on the web and exposes an API. Its web-native delivery supports browser-based access, while Web Services provides the integration path for bidirectional exchanges and calculation triggers.

Who it's for

Tax Series is aimed at U.S. corporate taxpayers and multinational corporations, especially medium and large groups managing multiple jurisdictions, entities, accounting bases, and reporting obligations. It fits tax departments that want one data foundation for provision, compliance, BEPS, collection, and related records. Smaller businesses, individual filers, and teams needing only straightforward returns should choose a simpler product.

Pros and cons

• Pros: One database can feed collection, compliance, provision, planning, audit support, entity maintenance, calendars, and documents.
• Pros: Provision covers ASC 740 with U.S. GAAP or IFRS calculations, while compliance and BEPS address substantial international workloads.
• Pros: A free full-cycle Proof of Concept provides a more realistic buying evaluation than a short feature-only trial.
• Pros: Dedicated support, annual SOC 1 and SOC 2 reporting, and three months of post-termination read-only access support operational continuity.
• Cons: Custom pricing prevents quick budget comparison and offers no published entry tier.
• Cons: The Proof of Concept can take up to 10 weeks and depends on data readiness and reconciliation, creating a substantial evaluation commitment.

Alternatives

For a broader buying shortlist, compare the Corporate Tax Software and Tax Provision Software directories, or the Tax Compliance Software directory when a specific workflow matters most. The Small Business Tax Software list is a better starting point for smaller organizations.

H&R Block Online, TaxAct, and TurboTax offer freemium web-based options aimed at simple individual returns, so choose them instead of Tax Series when corporate, multinational workflows are not required. Instead offers a free web platform with unlimited users, entities, e-file and print files, and multi-entity support, making it a useful alternative when those stated limits and collaboration features match your needs.

CCH Axcess Practice is a paid Android, iOS, and web product with quote-based pricing. MyTAXPrepOffice is a paid, multi-platform option with a free trial, while TaxOwl Pro Business is a paid business-return add-on requiring an active base license. UpTax is a paid web product with a free trial.

Verdict

Choose Tax Series if your medium or large corporate tax function needs shared data across provision, compliance, BEPS, and related processes, and you can invest in a structured proof of concept. Look elsewhere if you need transparent pricing, a quick setup, or software for simple individual or small-business returns; Tax Series is built for coordinated enterprise tax operations, not casual filing.