Aggregate data for tax and compliance with intelligent data transformation

Most compliance data preparation depends on manual manipulation, often siloed outside of tax, which leads to poor data quality, rejections, amendments, and eventually, audits.

Leave manual data manipulation behind and turn to intelligent ETL data transformation to automatically produce clean, accurate data for tax and compliance, all in one transparent platform.

intelligent data transformation
Your one source of truth for complete and transparent ETL data transformation

The ETL you've been looking for

Your one source of truth for complete and transparent ETL data transformation

%
increased filing efficiencies

Capitalize On Your Compliance™

Say hello to complete, accurate data for tax and compliance, in one transparent platform.

Reduce time spent preparing and maintaining compliance data

Increase IT efficiencies by minimizing the burden of tax data preparation and system maintenance

Elevate valuable people resources to focus on strategic initiatives

Gain complete visibility to the lifecycle of data from import to schedule

Increase filing efficiencies by 75% whether your current process is manual or in another filing system

The teams behind data transformation

Energy Transfer Testimonial

IGEN is a truly phenomenal company comprised of talented employees with a determination to put the customer first in every situation. Out of all the tax solutions available for the excise tax field, IGEN offers a comprehensive solution that helps businesses of all sizes achieve efficiency and accuracy while taking the complexities of tax forms out of the equation. 

President, Global Hookah

youtube-video-thumbnail

We had fallen behind on our tax filings between the pandemic and the fact that our terminal software no longer provided a filing system for state reports. After switching to IGEN, the onboarding team met the challenge of getting us in compliance with back filings and the ongoing filings. Their onboarding specialists listened to me, understood the compliance process and how terminal filings work, and they trained me on how to use the platform. If any terminal needs help in filing their government reports, I would highly recommend IGEN.

Corporate Secretary, Cumberland Terminals

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

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

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

youtube-video-thumbnail

Our compliance and reconciliation processes are now in one place where we can maintain our own system and troubleshoot any issues ourselves. With our previous solution we relied heavily on outside consultants and our IT group, whose timing was outside of our control. Read the case study here.

Buckeye Partners

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. 

Director of Excise Tax, NGL Crude Logistics

We had a very tight timeline of 20 days. Even after the first meeting, IGEN was off to the races. Their support staff and onboarding team was amazing. In 20 days, they had our excise tax filings off backup spreadsheets. We went from days of trying to get information on the right forms to direct electronic connections with the State of Alabama, Georgia, Tennessee, and Mississippi.

President, Patriot Fueling

Your one source of truth

Clean and accurate data

Cleanse & validate data

Cleanse & validate data with more than
50 state-of-the-art data
transformation routines

Join disparate sources

Join disparate sources using common
elements to replace
inaccuracies and fill in
missing data points

Consolidate duplicate data

Consolidate duplicate data such as credits
and rebills

Create missing data

Create missing data such as copying
disbursements to missing
receipts

Unify companies, products, and other critical data

Unify companies,
products, and other
critical data and
associate a parent record
for consistency across
multiple back-office
systems and filing
information

Hold transactions that are out of the reporting period

Hold transactions that
are out of the reporting
period for preparing
amendments or
reporting in future periods

See data from import to schedule

Transparant data engine

Connect with your
back-office systems or
load data from multiple
sources

Track your data from
original source all the
way through to your
filing and query years of
audit data in seconds

Source license data

Configurability where it matters

No need to spend tireless hours preparing data to load into an automated printer. With ETL tax tools, you can import, reconcile, and file from multiple sources painlessly.

Automated workflow-driven process

Build workflows to mirror your current compliance process and data preparation procedures

Use pre-configured widgets or personalize no-code widgets with your unique logic to accomplish tasks such as loading data, cleaning data, and more

Create repeatable processes to completely replace manual data manipulation tasks

Add steps, notes, and other requirements into the flexible workflow architecture to securely save your SOP documentation directly in the platform

reconciling tax data

Your Complete Compliance Toolkit

Tracking filings

Filing calendar

With our state-of-the-art process management workflow and dashboard, you can stay compliant, manage the workload with complete visibility, and optimize team efficiencies.

Filing calendar for tax compliance

Managing licenses

Managing licenses

Staying on top of licenses can be a huge burden, and not just for the tax team.

Meet your one-stop shop for managing licenses and certificates for compliance.

k+
Licenses Tracked
Managing licenses for tax compliance

Preparing tax data

Preparing data

Stop spending days on data preparation each month.

ComplyIQ no-code data tools give you complete visibility into your data with a visual process flow, clean-up automation, and easy-to-use correction capabilities to ensure your data is accurate, complete, and formatted correctly.

data preparation tools

Calculating taxes

Calculating taxes

If you're not accurately calculating taxes you may be leaving the business open to risk, fines, and penalties.

We've got you covered.

Calculating taxes for compliance

Reporting & filing

Reporting & filing

Stop spending so much time trying to meet never-ending compliance deadlines. Minimize time spent on data preparation, file accurate returns, and manage audits with ease.

%
Reduction in Time to File
Reporting & filing for tax compliance

Reconciling data

Reconciling data

Tired of trying to find the needle in the haystack? Say hello to faster and easier data reconciliation.

%
Reduction in Time to Reconcile
Reconciling data for tax compliance

Defending audits

Defending audits

Prepare and manage audits with ease. Track each transaction from its introduction to ComplyIQ, all the way through to its presentation on schedules. Quickly pull all data for an audit period using our proprietary data tools.

Defending audits

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.