tax.com Reviews & Product Details

Tax.com offers a user-friendly platform for easily accessing and comparing transfer pricing data. The service provides accurate, up-to-date information for global industry data. Its customizable comparison features allow businesses to find the most relevant comparable companies based on industry and region. By automating data collection, it saves significant time for users. The advanced analytics tools help streamline complex analysis for Transfer pricing report and Local file report. Review collected by and hosted on G2.com.

It would be benefit from more beginner-friendly guides to help new users get started. Review collected by and hosted on G2.com.

The interface is user friendly and the database has excellent coverage of the financials of companies from emerging economies in Africa, Middle East and Eastern Europe. Because of the richness of the database, benchmarking analyses yield robust results. Further, writeups from the benchmarking analyses are easier and cleaner. Review collected by and hosted on G2.com.

There isn't any material downside experienced by our team Review collected by and hosted on G2.com.

Several things 1 ) support we receive - no question is too silly or dumb. They are always willing to help. 2) Love unlimited user define fields. 3) love most everything is exportable to excel Review collected by and hosted on G2.com.

Needs an easier way to combine owners currently it is all manual. Review collected by and hosted on G2.com.

My favorite aspect about Ryan is the customer support team. Any time we have an issue and I reach out, they respond within the hour and they are always super helpful. They will ask questions and meet with me until they are able to find a solution to my question/issue. In addition to that, I have worked with a couple non-support related individuals and they are also always super helpful and responsive. Also, going from Tracker Classic to Tracker Pro was really eye opening and shows how great the Ryan team is. Tracker Pro was a huge improvement versus Tracker Classic. Tracker Pro is much easier to use and it wasn't much of a learning curve to go from Classic to Pro in my opinion. This is an application I use almost everyday and I have trained multiple people to use it, and it is usually a pretty quick and easy process, which is not the case with many other applications I use. Review collected by and hosted on G2.com.

A couple issues I have had in the past with Ryan are cost related. Firstly being Ryan mail. We were very excited when we saw that solution advertised, but once seeing the cost we realized it was extremely unaffordable. I don't remember the exact cost, but I do recall it being upwards of $2 for each piece of mail which in my opinion, was not worth it.

Additionally, I do have a couple complaints about Tracker Pro itself. Currently, the format of one of our .txt files is incompatable with Tracker Pro, forcing us to do the upload into Tracker Classic and then export it to get into Tracker Pro. The Ryan team has been super helpful in getting us a solution to this issue, however, to me it seems as though this feature of Tracker Pro has regressed compared to Tracker Classic. It doesn't make much sense to me when something that worked fine in Classic no longer works in Pro. However, all in all my complaints are very minor compared to the postive experiences I've had with Ryan. Review collected by and hosted on G2.com.

My team started using Tracker/Tracker Pro back in 2014. At the time we knew very little about unclaimed property. We found the subject of unclaimed property compliance to be very complicated, but the Tracker Pro software does a great job of keeping you in compliance with the tools and software they provide along with their superior customer service. Their release documentation is easy to read, their in person training (Deb Kimball) is very thorough and easy to follow. Technical support (Laurie Taylor) and product development (Marta Bauer) are always easy to work with and on top of all the compliance updates issued by all the states. Their informative conferences and webinars provide the knowledge and information we need along with networking opportunies. Their in depth knowledge of unclaimed property and how to administer it is key to developing a great product. We're looking forward to their expertise & guidance as NAUPA III format is rolled out. Review collected by and hosted on G2.com.

To be honest, I have not used any other unclaimed property solutions so i can't compare. The only negative I can think of is that we are unable to be hosted, but that is due to our own company restrictions. Just thankful we are able to run Tracker Pro on premise with our internal IT support. Review collected by and hosted on G2.com.

TP Documenter has been a game-changer throughout my 13+ years in the industry. Its simple framework makes documentation a breeze, even for complex structures. The comparable company benchmarking is one of the best, and it's only gotten better over time.

Customer service in the past year (2024) has been very responsive and helpful, especially as our company users were ramping up. While there's definitely an initial investment to learn the system and set up your processes, it pays off quickly with time savings and consistency.

I now have multiple team members using the tool efficiently, and the ability to leverage modules and update reports year over year is invaluable. I've seen a lot of transfer pricing tools come and go, but this one has stood the test of time (originally Crossborder Solutions, then Thomson Reuters Transfer Pricing Documenter, now Tax.com Transfer Pricing Documenter). If you're serious about streamlining your transfer pricing documentation, this is the tool for you. Review collected by and hosted on G2.com.

Documenting complex entities and transactions (e.g., cost sharing or residual profit split) is possible in the tool but not simple. That said, these methods require more customization and experience than maybe a tool like this is expected to require. More complex analyses should likely be left outside the tool. Review collected by and hosted on G2.com.

I love how the letter template can be easily changed or modified. The Compliance Manual is very helpful and all in one place. The barcode feature is a time saver and the fact that Ryan Mail sends out our letters is very seamless. Review collected by and hosted on G2.com.

I wish all states would agree to use Tracker Pro so reporting and remitting can be done throught tracker pro as well. Review collected by and hosted on G2.com.

I like that it is very easy to use, the searches for purchasable companies and the determination of criteria make my work easier. Review collected by and hosted on G2.com.

So far I have not found anything that I do not like, any situation or problem with the platform, its specialists have supported me Review collected by and hosted on G2.com.

It's a great solution to track and organize all unclaimed property. Their compliance summary and compliance manual are excellent resources. Review collected by and hosted on G2.com.

We need better integration with our core (Symitar) to update Tracker Pro status to active when the member conducts transactions or activates their account. Right now we have to manually update in Tracker Pro. We would also like automation with our core to update to current balance. We have to manually update the balance in Tracker Pro when the balance drops from assessed dormancy fees. Review collected by and hosted on G2.com.

How easy it is to access it and how to use it Review collected by and hosted on G2.com.

That I am still very new to it. It is a learning process. Review collected by and hosted on G2.com.