AI-Native Tax Intelligence PlatformAI-Native Tax Intelligence Platform

Our client is one of the world's largest professional services organizations, operating across 145 countries. Their tax practice manages complex compliance, advisory, and litigation workflows across hundreds of entities, jurisdictions, and reporting structures — an environment where data fragmentation carries direct operational and financial consequences.

Enterprise tax functions at this scale share a common problem: critical data, documents, compliance timelines, and litigation records live in disconnected systems. Manual tracking slows retrieval, leadership visibility lags, and routine queries consume capacity that should go toward higher-value work.

The client needed a connected digital foundation to unify their tax ecosystem across the product suite, introduce AI-native capabilities, and support a commercialization model to grow its enterprise revenue base.

1. Tax data and documents were fragmented across disconnected repositories, making governance, retrieval, and compliance tracking difficult at scale.
2. The existing platform lacked the architecture to support 35 regional tax products and a growing global user base.
3. Tax leaders had limited real-time visibility into compliance deadlines, litigation matters, and entity-level activity.
4. Notice management across multiple entities relied on manual processes, creating triage delays and compliance exposure.
5. A structured revenue model was needed to commercialize platform access and fund continued development.

Modernizing an enterprise tax platform at this scale required product thinking, data architecture experience, and an understanding of how a global professional services business commercializes technology.

The engagement drew on our AI Strategy & Readiness and Agentic AI capabilities, combining data architecture, governed AI deployment, and commercial model design across a single delivery structure, giving the client confidence to expand scope without losing operational continuity.

Coditas built an integrated data layer and software platform as the shared foundation for the client's regional tax ecosystem, delivering common data access, AI capabilities, and governance controls across the product suite.

The platform was delivered across three phases: a cloud-native environment for tax data, compliance, and litigation tracking; a conversational AI layer that let tax leaders query deadlines, matters, and entity activity using RAG over OpenSearch; and a notice-handling agent for AI-led ingestion, summarization, and action tracking across entities and tax identifiers.

Alongside the platform, we designed an outcome-based pricing model to help the client commercialize access with its enterprise customers, aligning revenue with platform value and creating a sustainable path for continued investment.

Microsoft Azure, AKS, Kafka, PostgreSQL, MongoDB, OpenSearch, Helm, LLMs

• Unified tax data, compliance, and litigation management across a 35-product regional tax ecosystem
• AI-enabled self-service insight access for tax leaders and CFOs without manual data mining across modules
• AI-assisted centralized tax notice management with AI-led summarization, classification, and action tracking
• A stronger governance model for secure, controlled AI adoption in enterprise tax workflows
• A new outcome-based revenue model that expanded the client's commercial base and funded platform development

In regulated enterprises, AI adoption is not a technology decision; it is a governance decision. The organizations that get this right start with the question of what the business needs to trust before it can act on AI output at scale. The clarity, built early, is what separates AI that compounds value over time from AI that stalls after the first deployment.