Accelerated Onboarding & Support

Many software projects fall short of meeting their intended goals, leaving behind a trail of horror stories: excessive expenditure, low user adoption, and missed deadlines.

Introducing our Accelerated Onboarding, engineered to deliver unparalleled time-to-value with exceptional support.

Accelerated Onboarding & Support
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Star Rating for Client Support
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Guaranteed Uptime

Fostering Excellence, Together

Stages of The Accelerated Onboarding Process

accelerated onboarding

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Kickoff

To set you up for success with our platform, ComplyIQ, we’ll start your journey with a kickoff meeting.

Our team will guide you through the next steps in your onboarding, review your Statement of Work (SOW), and guide you through the initial set up tasks

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Roadmap

This roadmap is the key to understanding how we’ll stay on time and on budget while delivering the world-class functionality of our ComplyIQ platform.

Your roadmap will include:

  • Project timeline & key dates based on your SOW
  • Scope and detailed milestone review
  • Potential roadblocks and bottlenecks
  • Accountabilities for both IGEN and your team
  • Resourcing requirements
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Data Gathering

You’ll need to compile data on your products and customer or vendor licenses before we can get started. Why? Excise taxes are complex. Our team uses this information to assign the right logic and rules on the back end.

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Configuration

Now that we have all the relevant data, our team will:

  • Import your data into ComplyIQ
  • Convert it to our best practice format and industry-standard terminology using our very own data transformation toolset
  • Configure the rules behind each tax process
  • Run sample returns to simultaneously test the configurations and validate the data
  • Iterate for each contracted jurisdiction
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Training

Training can be personalized for your business. We typically recommend a combination of in-depth training sessions, documentation, and pre-recorded videos in our digital learning resource, ComplyIQ Academy, for the more introductory topics.

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User Acceptance Testing & Collaborative Workshops

We’ve reached the final phase before going live. You’ll be completing user acceptance testing, fully supported by collaborative workshops with our team.

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Go Live

Woohoo you made it! After your environment is moved into production, we’ll provide production support details and transition your team to a support specialist and client account manager to ensure continued success with ComplyIQ.

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The IGEN Support Promise

You can expect:

An in-house support team right here in the United States backed by tax subject matter experts, forms developers, and software specialists

Timely and effective solutions for technical issues, and personalized solutions tailored to the unique needs of each client

Assurance of minimal downtime, allowing businesses to function smoothly without disruption

Dedicated support center where clients can quickly submit tickets, track the status of the ticket with full visibility across your team, and assign tickets to other team members

Access to ComplyIQ Academy, a digital learning resource for both ComplyIQ and industry-specific trainings

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Accelerated Onboarding & Support

What tax teams had to say about IGEN support

It’s one thing to say that you have good customer service; it's another to follow up and have action behind that. I feel like that's been our experience with IGEN; great customer service, and full transparency, which we're looking for in a business partner. Read the case study here.

Director of Wholesale Fuel Accounting, R.B. Stewart Petroleum Products Inc.

IGEN, to me, is like the NFL compared to past competitors I worked with who were similar to The Sandlot. IGEN is the NFL of the tech software space, and the people are professional and willing to help and go the extra mile. Read the case study here.

CEO, Global Hookah

We would not have been able to file our returns without IGEN. All of us have been working remotely and utilizing the IGEN platform has made everything seamless. In all of my years of being in the fuel business, I have not found a more supportive software provider. Read the case study here.

Director of Excise Tax, NGL Crude Logistics

The support is one of IGEN’s strengths. IGEN is quick to respond, very helpful, and proactively fixes problems I didn’t even know I had. Read the case study here.

Tax Manager at CSX Transportation

I really have enjoyed the great success in our implementation of IGEN this year – although it did not go without challenges. The challenges are what demonstrated the tenacity, creativity, and intelligence of the IGEN team.

Director of Tax Treasury and Regulatory Affairs, Davidoff

Working with IGEN has been a great decision my company has made. It allows you to have complete visibility of the data flow from beginning to end. It has helped us tremendously in identifying data issues faster and makes the processes transparent for our compliance data. IGEN has empowered my team to troubleshoot data issues and identify areas of improvement with their workflow design. In addition, their support team is always ready to help in a timely manner.

Supervisor of IT Tax, Energy Transfer

Get Started

Talk to An Expert

To get started with ComplyIQ, powered by IGEN, simply fill out the form below or give us a call at 888.998.4436. Reach out to us today to talk to an expert.