Custom-built platform gives clients real-time clarity, embedded analytics, and a single hub for every part of the tax engagement

Armanino, one of the 20 largest accounting and consulting firms in the U.S., today announced the launch of TaxAdvantage, a one-stop technology platform designed to solve the pain points of corporate tax management.

Developed in-house by Armanino’s tax technology and client experience teams, TaxAdvantage unites every aspect of the tax engagement — from data collection and communication to deliverable tracking and analytics — within one secure digital environment. The platform provides a single source of truth for both clients and Armanino teams, reducing complexity and ensuring greater accuracy throughout the process.

Corporate tax professionals have long faced a maze of disconnected tools, endless email threads, and manual spreadsheets that make collaboration and version control difficult. Tight filing deadlines often collide with limited visibility into status updates and document ownership, while the growing complexity of corporate tax requirements adds another layer of stress and inefficiency. The result is a process defined by chasing documents, managing silos, and scrambling for updates instead of focusing on strategic tax planning.

“We’re excited to introduce our new tax platform, designed with our clients at the center. This technology enables seamless collaboration, efficient project management, and access to valuable insights—all aimed at delivering greater clarity and confidence,” said Christy Calderon, Partner at Armanino. “As the platform evolves, we look forward to continuing to enhance the experience and create even more value for those we serve.”

Built for the future of corporate tax management, TaxAdvantage allows both Armanino teams and clients to track returns, requests, and due dates from a single interface, with core capabilities including:

• Client Dashboard: A personalized view of tax projects, engagement action markers, and summary insights.
• Live Tax Calendar: Real-time visibility into key filing deadlines, due dates, and return status.
• Data Collection / PBC Module: Simplifies document submission and tracking to reduce back-and-forth.
• Notice Tracker: AI-enabled automation to analyze and centralize tracking of notices from tax authorities.
• Deliverables Hub: A central repository for Armanino work products, including tax returns, deliverables, and supporting documents.
• Communication Hub: Replaces legacy tools with secure, in-platform messaging.

TaxAdvantage includes several AI-powered features, most notably notice management, which digitizes and analyzes notices from tax authorities to reduce manual effort. Armanino is rapidly expanding AI capabilities to make tax workflows faster and easier for clients. In a coming update, AI-enabled document mapping will automatically identify and organize client files, matching them to the right requests. This shift from manually completing request lists one item at a time will deliver significantly better client experience and accelerate turnaround times.

By combining Armanino’s deep tax expertise with modern automation and data insights, TaxAdvantage represents a significant step forward in the digital transformation of tax services. The platform underscores Armanino’s ongoing investment in tools that make tax compliance not only faster and easier, but smarter.

To learn more about TaxAdvantage, click here.

About Armanino

"Armanino" is the brand name under which Armanino LLP and Armanino Advisory LLC, independently owned entities, provide professional services in an alternative practice structure in accordance with law, regulations, and professional standards. Armanino LLP is a licensed independent CPA firm that provides attest services, and Armanino Advisory LLC and its subsidiary entities provide tax, advisory, and business consulting services. Armanino Advisory LLC and its subsidiary entities are not licensed CPA firms.

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