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Audit and Tax should work seamlessly together. But too often, they don’t. Legacy systems don’t connect, leaving trial balances stuck in spreadsheets, bounced around in emails, or rekeyed into prep tools that operate in silos. The result: a fragmented process that slows teams down.
That’s why we’re introducing Tax Export – the first step in connecting Tax workflows within the Fieldguide platform, designed to hand off audit trial balances in a consistent, structured format that tax teams can code and prepare in their existing software.
Closing the Gap Between Audit and Tax
Firms have told us again and again: silos between Audit and Tax create risk, errors, and delays.
With Tax Export, trial balances can be exported in a standardized format, giving Tax teams a reliable starting point for their preparation workflow. The export leaves tax code fields open for the Tax team to complete before import, ensuring accuracy and control. And because we’re committed to interoperability, exports are structured for the prep tools firms already rely on — including UltraTax, GoSystem Tax, CCH Axcess Tax, ProSystem fx, and more.
Why It Matters
- Efficient Workflows: Eliminate hours of manual rekeying with structured exports.
- Open Ecosystem: Built for the prep tools firms already trust.
- Lower Risk: Consistent exports ensure both teams work from the same source of truth.
- Better Client Delivery: Faster, more accurate outcomes when Audit and Tax work as one.
Building Towards a Unified Experience
Tax Export is just the beginning of a broader journey. It reflects our commitment to helping firms run Audit and Tax engagements more efficiently while integrating with the systems they already know.
Starting with structured exports today, we’re laying the groundwork for deeper connectivity and collaboration tomorrow.
Tax Export is available now. Request a demo to get started.
Deirdre Dolan
Sr. Director of Product Marketing
Increasing trust with AI for audit and advisory firms.
