Alteryx for Financial Services

We use Alteryx to transform client data for ingestion into proprietary tax compliance software. We also use it to validate the format and content of client information. Internally, Alteryx is crucial to our ongoing process improvements, and we use it to bridge legacy systems into new solutions. We develop one-off workflows for smaller solutions and deploy analytic apps for repeatable and widely distributed processes. We train and support users in both the tax technology and tax compliance practices, encouraging engagement teams to develop and maintain workflows themselves wherever possible.