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The practical guide to pitch indirect tax automation to CFOs

  • Strategic Tax Automation Insights: The guide provides a comprehensive approach to leveraging tax automation as a growth driver, focusing on connecting automation to key business outcomes that matter to CFOs and finance teams, thereby securing funding and facilitating change.
  • Practical Frameworks and Metrics: It outlines an 8-step proposal structure for cross-functional decision-makers, introduces the Happy Path framework to identify inefficiencies, and presents 6 CFO metrics to demonstrate the ROI of tax automation, addressing the benefits for tax, tech, and finance teams.
  • Implementation and Real-World Examples: The guide includes a build-or-buy decision guide, insights from Netflix on securing internal buy-in, and practical steps to align tax, finance, and technology, enabling teams to make a compelling case for automation funding and showcasing their impact effectively.

Source Fonoa


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