Audit PBC List Management for Corporate Tax Managers with Corptax
The Problem
Audit season means a 200-line PBC list, endless auditor follow-ups, and the controller acting as a courier between Corporate Tax operators and the audit team.
What We Build in Corptax
AI manages the PBC list, pulls each requested schedule from Thomson Reuters ONESOURCE, answers auditor follow-ups from the workpapers, and logs every deliverable — audit fees drop and the controller gets their week back. Purpose-built for teams running Corptax — uses the native API or agent integration so nothing leaves the system of record.
Corptax Integration Approach
Audit your Corptax configuration
We map the specific Corptax objects, custom fields, and workflows the automation needs to touch for your corporate tax practice.
Build on the Corptax API or agent
Integration happens inside Corptax — no data leaves the system, no parallel tool for your team to learn, no license changes.
Human-in-the-loop handoff
Every automation routes exceptions back to a human in Corptax with enough context to act — AI handles the 80%, your team owns the judgment calls.
See this running in your Corptax instance
30-minute call. We'll look at your actual Corptax setup and show exactly how this workflow fits.