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Services

Smart Services + Smart Technology

A powerhouse combination that our clients love.

The TaxView solution is not just smart technology – it includes smart services. We knew there would be considerable value for our clients if they had ongoing help to make the best use of the TaxView software and assistance in the continual improvement of tax accuracy. This vision was the impetus of our Smart Services offerings.

Our Smart Services include:

Dedicated Account Manager

Diagnostic Review

Are you one of those people that prefer to try it BEFORE you buy it? Well, with TaxView, you can do just that with our Diagnostic Review. Not only will it open your eyes to what’s really going on from a tax perspective, it often helps build an airtight business case for TaxView.

Quick Facts about a TaxView Diagnostic Review:
  • We use your data to produce concrete results
  • It’s a highly efficient process – other than providing the data, we do all the work and it’s completed in just 4 to 6 weeks (from the time your data is received)
  • The Diagnostic follows our Proven Rules Methodology to drive tax rules for your real transactions
  • The results are compelling – you’ll see tax originally paid, TaxView calculated tax and variance by line item, errors, and more
  • You’ll see the bottom-line impact in a summary of over and under payments
CLICK HERE if you are interested in a Diagnostic Review.

Download a copy of the

Diagnostic Review
Datasheet

DOWNLOAD

Reverse Audits

Although DTS has many years of experience conducting reverse audits within various states and industries, we are not a “turnkey” reverse audit shop. Nonetheless, we do regularly use our TaxView software to assist our clients and partners with identifying what recoveries should be made during all open periods. Upon completion of our review, you’ll know exactly how much money is on the table so you can quickly and easily determine the best way to recover it. In fact, TaxView’s Refund Center capability will also help you build and track whatever claims you choose to file.

Ready to see TaxView?GET A DEMO