Tax & Legal

Smart Business Insight Suite

The innovative tool for your tax and finance department

Transparency and control over your processes, information and risks

The challenges

  • As a finance and/or tax department, how do I keep track of the state and responsibilities within the global processes, controls, risks and compliance obligations?
  • How can I collect financial and tax-related information from my organisation in a structured and efficient way in order to determine actions based on it?
  • How can I identify my financial and tax-related risks, track changes on an ongoing basis and initiate countermeasures?



    Worldwide use

    The SaaS solution is used by over 50 medium-sized and large companies worldwide



    Data security is important to us. The software is therefore hosted in a secure environment in the EU. Your data remains in the EU at all times.



    Die Lösung wird von Ihnen verwaltet, z.B. bei der Definition neuer Prozesse. Sie profitieren jedoch von laufenden Updates, dem Hosting und einem technischen Support.

    A global and integrated solution

    The three modules Smart Collaboration, Smart Survey and Smart Tax Risks and Controls interact with each other and can be used as software as a service in all companies of your international group.

    Smart Collaboration

    A web-based process management tool that supports you in efficiently collaborating across locations and departments. Unknown deadlines, difficulties finding the latest version of a document or missed emails are now a thing of the past.

    Operational Risks / Tax CMS

    In addition, Smart Collaboration includes the Operational Risks Module (add-on) to capture identified operational risks. At the same time, you can link the implemented controls and measures to the processes. This digitally operationalises your Tax CMS.

    Smart Survey

    The module supports you in gathering information and files due to configurable question types and decision trees. Insights can be gained more efficiently than through interviews or mails. The solution also offers intuitive interaction and upload possibilities.

    Smart Tax Risks and Controls

    The risk management tool helps you capture your financial opportunities and risks as well as your risk minimisation plan. Using clearly structured visualisations, you analyse and evaluate your financial risks in detail and keep track of the risk progression or the change in the risk profile.


    Additional interactive dashboards provide executive employees in the tax and finance function with aggregated key tax compliance information. The visualisations can be broken down to individual processes via the different levels.

    In the Spotlight


    This might also be interesting for you: