TAX & AUDIT
Powering precision, simplifying compliance
Certinia helps tax & audit leaders achieve visibility, precision, and insights to manage complex projects with clarity and confidence.
Empowering 1,400+ customers
We help tax & audit firms address these critical challenges
Limited project visibility
Empower teams with the visibility they need to manage resources, delivery, and profitability in real-time.
- Gain instant visibility into resources
- Tap into real-time project and financial insights
- Optimize project delivery and profitability
Disconnected systems causing inefficiencies
Replace patchwork tools with a single, Salesforce-native system.
- Centralize time, projects, CRM, billing, and compliance
- Leverage real-time data for confident decisions
- Improve collaboration with a single source of truth
Complex billing slowing revenue recognition
Accelerate revenue with billing tools built to handle complexity, compliance, and scale.
- Automate recognition across billing models
- Support bundled services and flexible billing rules
- Maintain compliance with ASC 606 and audit-ready reporting
Lack of insight into planning and forecasting
Strengthen strategic planning with real-time insights and flexible modeling capabilities
- Access real-time data and analytics
- Leverage “what-if” scenario modeling
- Improve forecasting and decision-making
Limited project visibility
Empower teams with the visibility they need to manage resources, delivery, and profitability in real-time.
- Gain instant visibility into resources
- Tap into real-time project and financial insights
- Optimize project delivery and profitability
Disconnected systems causing inefficiencies
Replace patchwork tools with a single, Salesforce-native system.
- Centralize time, projects, CRM, billing, and compliance
- Leverage real-time data for confident decisions
- Improve collaboration with a single source of truth
Complex billing slowing revenue recognition
Accelerate revenue with billing tools built to handle complexity, compliance, and scale.
- Automate recognition across billing models
- Support bundled services and flexible billing rules
- Maintain compliance with ASC 606 and audit-ready reporting
Lack of insight into planning and forecasting
Strengthen strategic planning with real-time insights and flexible modeling capabilities
- Access real-time data and analytics
- Leverage “what-if” scenario modeling
- Improve forecasting and decision-making
Tangible results. Unrivaled performance.
Our solutions help tax & audit firms adapt to and navigate market trends
Certinia creates solutions to help tax and audit leaders navigate shifting operational, regulatory, and technical challenges.
Automation of tax & audit work
AI and RPA are reducing manual effort in tax prep, reconciliation, and audit verification, shaping how firms staff and price services.
Need for real-time audits
Clients are moving faster and expect a shift from periodic audits to continuous oversight and real-time risk monitoring by their providers.
Rising global tax complexity
Global and domestic tax regulations are growing more complex, requiring firms to monitor and adapt to evolving compliance demands.
Shifting client expectations
Clients expect solutions that offer real-time visibility, streamlined communication, and greater collaboration from their service providers.
Cybersecurity at the forefront
Heightened concerns about financial and tax data security increase pressure on firms to ensure strong encryption, access controls, and compliance.
Explore Certinia’s industry-leading cloud solutions, built natively on Salesforce
Professional Services Cloud
Manage complex engagements with greater visibility and control.
- Track engagement performance
- Optimize resource utilization
- Streamline milestone billing
Financial Management Cloud
Simplify accounting and ensure compliance with evolving financial standards.
- Automate revenue recognition
- Eliminate manual reconciliations
- Enable multi-entity, multi-currency accounting
Customer Success Cloud
Strengthen client relationships with real-time insights and proactive engagement tools.
- Monitor engagement health
- Identify renewal risks
- Drive client retention
See what other companies like yours achieve with Certinia
“Simple tools cannot solve complex problems. But the sophistication of Certinia allows for solving complex problems. The reward at the end of that can be very powerful.”
- Tyler Flora
- Senior Director, Professional Services
Avalara
Maximize your Salesforce investment with Certinia
See the impact Certinia + Salesforce could have on your services business.
