we deliver tax technology solutions. nimbly. reliably.

automation and integration enables your high-impact people to focus on high-impact tasks

The process of preparing tax returns depends upon a series of recurring tasks and procedures, repeated across all your clients. Smart companies tailor their processes to let technology handle the rote tasks. Finding places to streamline and pinpointing where targeted use of technology can be a force-multiplier—be it API integration, bulk processing, or custom software—this is where Infinity excels.

Whether you’re handling 2,000 or 200,000 returns, every moment your team is empowered to focus on clients instead of filing or chasing documents becomes an opportunity for meaningful conversations about tax planning and additional services. Infinity will identify creative ways to more efficiently manage your high volume of data collection, collation, and processing—loosening up your compressed timelines a little in the process. When it's so difficult to find quality people, we’re here to help you find more time for yours, and to allow their time to work harder for you.

our comprehensive services include:

• Strategy - We'll help you figure out where tech can help (and where it won’t)
• Workflow and process review - We'll identify opportunities, bottlenecks, places to tune, actions to automate
• Smart systems - We'll build business intelligence into your systems to enable automation of repeated tasks
• Development - We'll build distinct systems or widgets custom to your business and needs
• Integration - We'll build automated data connections (APIs) between your various systems
• Partnering with your partners - We’ve worked with Wolters Kluwer (CCH), Sure Prep, DocuSign, and more
• Implementation - We'll stand up systems for data collection, collation, and distribution workflows
• Testing - We'll implement automated testing to improve quality assurance and data validation, reducing error rates and increasing customer satisfaction
• Measurement - We'll help you quantify the effect of the changes you make
• Continuous improvement - We'll work with you to evaluate what's working and what isn't, what to improve and enhance

interested?

Or just want to kick around some ideas? Let's talk about how we can help you.