AI and tax transformation

AI and tax transformation

We help tax teams solve problems with practical, human-centered technology. Our experienced tax professionals and AI and automation specialists optimize tax processes in ways that lead to stronger governance, better data, and more time for strategy.

Professionals collaborate on digital tax processes using technology-enabled tools and insights.

Transform your tax function with a human-centered, tech-enabled approach

Modern tax operations don’t come from replacing people – they come from enabling people. Crowe helps tax leaders move beyond spreadsheets and manual steps by combining deep tax experience with AI, data, and process design. Whether it’s indirect tax, provision, or data challenges, our AI and tax transformation team builds solutions that can fit your organization – scaling across entities, enterprise resource planning (ERP) systems, and jurisdictions with the right balance of control and flexibility.

Our approach to AI-powered tax transformation

The Crowe approach to AI and tax is built on a simple principle: better data enables better insight.

Rather than applying AI as a stand-alone tool, we integrate AI-powered data capture, a centralized tax data platform, and connected workflows to transform how tax services are delivered. This model allows us to move beyond manual, compliance-focused processes and deliver faster, more proactive, insight-driven planning.

AI-powered data capture

We use AI-native technologies to extract complex tax data – such as from partnership K-1s – quickly and accurately, reducing manual effort and accelerating data availability.

Tax data platform

Extracted data is structured and centralized within the Crowe tax data platform, creating a scalable foundation for analysis, consistency, and reuse across engagements.

Integrated tax workflows

Structured data flows into Crowe tax processes and technologies, supporting federal, state, and international tax services for businesses and individuals with greater efficiency.

Data-driven insights

With faster access to high-quality data, our professionals can focus on identifying planning opportunities, managing risk, and delivering insights earlier in the tax life cycle.

What this means for you

  • Faster turnaround for complex tax engagements
  • Earlier visibility into tax positions and risks
  • Reduced reliance on manual processes
  • More proactive, insight-driven planning

These capabilities are delivered through a range of Crowe tax services designed to help organizations modernize their tax function.

Solutions

From focused applications to enterprisewide transformation, Crowe delivers AI and tax technology that works for the realities of your tax function. Our specialists work with your team to help you modernize processes, strengthen data integrity, and unlock efficiencies across every phase of the tax life cycle.

AI-enabled tax strategy and consulting

Apply the latest AI capabilities to real-world tax challenges – not as a product, but as a practical, problem-solving tool. Crowe tax and technology professionals collaborate to design AI and tax solutions that can improve accuracy, speed, and insight.

Common use cases include:

  • Data preparation and integration during mergers and acquisitions or restructurings
  • AI-assisted controversy and audit support
  • Automated data review and reconciliation

Indirect tax workflow development

Simplify indirect tax operations with governed, automated workflows that fit your existing systems. We help clients redesign and optimize processes for determination, reporting, and filing – improving accuracy and reducing risk without being tied to any specific engine.

Our approach emphasizes:

  • Reusable, scalable automation components
  • Consistent data validation and governance
  • Integration across ERP and e-commerce platforms

Tax software implementation and optimization services 

Unlock more value from your investment. As an Elite Tier Thomson Reuters ONESOURCE® Certified Implementer, Crowe combines functional tax expertise and deep system knowledge to improve data quality, reporting, and control – all while scaling across complex business structures.

Capabilities include:

  • Provision and compliance optimization
  • Integration and data governance
  • Reporting automation and analytics enablement

Tax data and platform transformation

Empower your tax team with sustainable automation and analytics. Crowe helps clients build, optimize, and train teams on tools to automate data processing, calculations, and review activities. Our goal is to help you manage data more effectively – and maintain your automation long after implementation.

Use cases include:

  • Data preparation for provision and compliance
  • Workflow design and process improvement
  • Training and upskilling tax professionals in analytics

Proud to be named 2025 Large Firm of the Year

We’re honored to receive the 2025 Large Firm of the Year award from Thomson Reuters’ Luca Pacioli Accounting Awards. This honor celebrates our drive to innovate, embrace technology, and redefine what’s possible in the accounting profession.

Learn more about the award

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Work with us

Transformation doesn’t happen through tools alone – it needs people too. Tax leaders choose Crowe for AI and tax transformation solutions that work in practice, not theory. Our consultants pair deep tax experience with modern technology to design solutions that can fit your organization, empower your team, and deliver sustainable results – grounded in collaboration, governance, and lasting change.

Matt Paparella
Matt Paparella
Partner, Tax AI Leader
Tracey Grant-Castleman
Tracey Grant-Castleman
Partner, Tax Transformation Leader

Contact the AI and tax transformation team

Crowe AI and tax specialists will work together to meet you where you are and support you as you move forward with AI. Fill out the form below and a member of our team will be in touch.

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