IGEN

Manual tax workflows don't just slow your team down. They quietly increase compliance risk. Every spreadsheet update, email approval, and manual handoff creates another opportunity for delays, inconsistencies, or missed deadlines. As compliance becomes more complex, those small inefficiencies become much larger operational challenges. Tax workflow automation helps standardize processes, improve visibility, and keep work moving, even as filing volumes and regulatory demands grow. Three actions you can take now: 1️⃣ Map every handoff in your current compliance workflow and identify where work routinely stalls. 2️⃣ Standardize approvals and recurring tasks to create a repeatable process across your team. 3️⃣ Build visibility into deadlines, ownership, and exceptions so issues are identified before they impact a filing. Is your team spending more time managing workflows—or managing tax? There's a better way! Workflow automation helps tax teams stay ahead of deadlines, reduce manual work, and create more resilient compliance operations. Read the full article: https://hubs.ly/Q04tdhHp0 #WorkflowAutomation #FinanceTransformation #ComplianceManagement #TaxLeaders

Your tax filings may be on time. But what is it costing the business to keep them there? Manual tracking, repeated follow-up, rework, and reliance on key employees can quietly consume valuable resources and increase risk—even when every deadline is met. Join tax leaders from IGEN, Weaver, and R.B. Stewart Petroleum Products, Inc for The Real Cost of Managing Tax Compliance Manually, an executive discussion on how to look beyond filing status and evaluate the true cost of your compliance operation. We'll explore how tax teams can identify hidden inefficiencies, recognize key-person dependency, and determine whether their current processes provide the visibility, control, and scalability the business needs. 📅 Tuesday, September 15 | 1:00 PM CT 🎓 CPE Credit Available Register now: https://hubs.ly/Q04vyzS20 Bob Donnellan | Kelly Grace, CPA | Dave Ripkoski, MS #TaxCompliance #TaxLeadership #TaxTechnology #TaxOperations #IGEN #Weaver #RBStewart

We're looking forward to sponsoring the Federation of Tax Administrators Motor Fuel Annual Meeting next week in Washington, D.C.! If you'll be there, don't miss our interactive panel on September 3 at 11a.m. in the Grand Ballroom. Join industry leaders: - Jessica McInerny - Brenda Jo Beck - Kelly Grace, CPA - Jeremy Neeck - Bob Donnellan Together, they'll share practical strategies for: ✅ Preserving institutional knowledge ✅ Improving audit readiness ✅ Identifying missed revenue opportunities ✅ Prioritizing work with limited resources ✅ Building more resilient compliance processes After the panel, stop by our table and connect with the IGEN team. We'd love to talk about how organizations are strengthening tax reporting, improving compliance visibility, and building more resilient tax operations. Shalee Stockstill | Ryan Padget | Douglas Mihal #MotorFuelTax #FuelTax #TaxCompliance #TaxTechnology #IndirectTax #FTAAnnualMeeting

The biggest weakness in many tax compliance programs isn't a missed deadline. It's weak internal controls. When compliance processes depend on manual tracking, disconnected systems, or undocumented workflows, small issues can quietly grow into larger operational and financial risks before leadership is aware they exist. Three ways to strengthen your internal controls: 1️⃣ Create a single source of truth for compliance obligations, documentation, and filing status. 2️⃣ Standardize workflows so compliance doesn't depend on individual employees or manual workarounds. 3️⃣ Build visibility into approvals, exceptions, and supporting documentation before an audit requires it. Could your team confidently demonstrate that every compliance control operated as intended over the past year? There's a better way! Strong internal controls aren't just about passing audits—they're about giving finance leaders greater confidence in their compliance program every day. Read the full article: https://hubs.ly/Q04rZBnt0 What's the biggest challenge your team faces when maintaining effective tax compliance controls? #InternalControls #TaxTeam #TaxCompliance #FinancialRisk #IGEN

Digital transformation promises greater efficiency, better visibility, and stronger business performance, but too often, one critical function is left out of the conversation until it’s too late: tax. Companies that leave tax out of early ERP planning often face costly system rework, manual workarounds, delayed go-lives, and unnecessary compliance risk. At IGEN, we’ve seen how integrating tax into transformation planning from the earliest stages helps organizations build stronger processes, reduce complex operations, and maximize the value of their technology investments. In the latest LinkedIn Pulse article, IGEN President Ryan Padget explores why successful digital transformation starts with bringing tax into the conversation before configuration begins. Key takeaways include: ✔️ Why involving tax during ERP planning leads to stronger implementation outcomes ✔️ How overlooking tax creates expensive rework and long-term operational inefficiencies ✔️ The hidden costs of manual workarounds that persist long after go-live ✔️ Questions every CIO, CFO, and tax leader should ask before launching a transformation initiative Whether you’re modernizing your ERP, streamlining finance operations, or leading enterprise-wide digital transformation, this article offers practical insights to help you avoid common pitfalls and build a stronger foundation for long-term success. 👇 Read the LinkedIn Pulse article below. At what stage does your organization involve tax in major technology initiatives? We’d love to hear your perspective in the comments. #IGEN #DigitalTransformation #ERP #TaxTechnology #TaxCompliance #FinanceLeadership #CIO #CFO #BusinessTransformation #ComplianceIntelligence

Great conversations, valuable insights, and a chance to connect with so many industry professionals, that's what PDI Technologies Connections Live is all about. A big thank you to everyone who has stopped by to visit the IGEN team! If you're attending the conference, there's still time to stop by Booth #601 to talk about excise tax reporting, compliance challenges, and how we're helping fuel tax teams work more efficiently. We look forward to seeing more of you throughout the event! Want a deeper look? Join our hands-on lab to see IGEN in action: > Tuesday, August 25 | 1:20–5:30 p.m. > Wednesday, August 26 | 8:00 a.m.–Noon Shalee Stockstill | Jay Wall | Kidder Spillane | Connie Hames #PDIConnectionsLive #ExciseTax #FuelTax #TaxCompliance #TaxTechnology

Tax workflow automation isn't about replacing your tax team. It's about eliminating the manual work that keeps them from delivering greater value. Too many tax professionals spend their day updating spreadsheets, chasing approvals, recreating recurring tasks, and tracking deadlines instead of focusing on planning, analysis, and managing regulatory change. Three ways to improve your workflow today: 1️⃣ Identify repetitive tasks that occur every filing cycle and standardize them. 2️⃣ Automate reminders, approvals, and recurring compliance activities to reduce manual follow-up. 3️⃣ Give your team real-time visibility into filing status, deadlines, and workload so they can address issues before they become risks. Could your team spend more time improving compliance if they spent less time managing the process? There's a better way! Tax workflow automation helps teams reduce manual effort, improve consistency, and gain greater visibility across the compliance lifecycle. Read the full article: https://hubs.ly/Q04tb1pQ0 #WorkflowAutomation #TaxTeam #TaxLeaders #TaxCompliance #IGEN

Your tax calendar isn't broken. Your compliance program has simply evolved. Many organizations start with spreadsheets, Outlook reminders, and tax calendars. They work—until growth introduces more jurisdictions, more filings, more reviewers, and more regulatory complexity. At that point, the challenge isn't remembering a due date. It's gaining visibility into approvals, workflows, documentation, and emerging compliance risk before deadlines are missed. If your team is spending more time chasing updates than managing risk, your tax calendar may no longer be enough. Our latest article outlines five signs your compliance program has outgrown its current tax calendar—and why leading organizations are shifting from deadline tracking to compliance intelligence. Read it here: https://hubs.ly/Q04rZNq80 #TaxLeaders #ComplianceManagement #TaxOps #RiskManagement #FinanceLeadership #ComplyIQ #IGEN

Heading to PDI Technologies Connections Live next week? We are too! Stop by Booth #601 and see how IGEN helps tax teams spend less time wrestling with spreadsheets and more time focusing on what matters. See how IGEN: ✅ Integrates directly with PDI ✅ Validates data before it reaches the return ✅ Automates excise tax return preparation and e-filing ✅ Reduces manual rework, amendments, and assessment risk Want a deeper look? Join our hands-on lab to see IGEN in action: > Tuesday, August 25 | 1:20–5:30 p.m. > Wednesday, August 26 | 8:00 a.m.–Noon Whether you're evaluating your current tax reporting process or looking for ways to improve efficiency, we'd love to connect! Kidder Spillane | Jay Wall | Shalee Stockstill | Connie Hames #ConnectionsLive26 #CL26 #ConnectingConvenience #Sponsor #IGEN

Strong internal controls do more than prepare you for an audit. They help your organization reduce risk before it becomes a financial problem. Many finance leaders think of tax internal controls as a compliance requirement. In reality, they create the visibility, accountability, and consistency needed to support better business decisions across the organization. Three actions you can take now: 1️⃣ Review your tax compliance process to identify manual control points that rely on spreadsheets or individual knowledge. 2️⃣ Verify that every filing has documented ownership, approvals, and supporting evidence. 3️⃣ Regularly test your internal controls to ensure they still reflect current business processes and regulatory requirements. If a key team member was unavailable tomorrow, would your compliance controls still function as intended? There's a better way! Modern compliance intelligence helps organizations strengthen governance, improve visibility, and build audit-ready internal controls that scale with the business. Read the full article: https://hubs.ly/Q04rYZm-0 How does your organization evaluate the effectiveness of its tax compliance controls?