Done right, tax can be a growth lever, unlocking faster launches, better margins, and working capital. In this guide, you’ll learn to connect tax automation to outcomes that matter—to your CFO, finance teams, and product owners alike.
What you’ll learn
Built from 100s of real-world tax automation cases, this guide breaks down the strategy, structure, and metrics a tax team needs to secure funding and drive change.
Inside:
- An 8-step proposal structure tailored to cross-functional decision-makers
- The Happy Path framework to identify inefficiencies and connect tax to business KPIs
- 6 real-world CFO metrics that prove automation’s ROI, from DSO to audit risk
- Automation benefits for tax, tech, and finance—like the impact on FTEs and cash flow
- A build-or-buy decision guide with pros, cons, and decision logic
- Netflix’s actual process to secure internal buy-in and funding
Why download?
- You’re tired of tax being seen as just cost or risk
- You need to align tax, finance, and tech around a single plan
- You want funding for automation—and a proposal that gets to “yes”
This guide helps you move beyond technical complexity to tell a strategic story. One that’s clear, credible, and tailored to leadership priorities.
Make the case. Prove your team’s impact.
