Case Study: Global Tax Management achieves 50% reduction in manual tax compliance processes with Alteryx

Global Tax Management Reduces Manual Tax Compliance Processes By 50% With Alteryx

Global Tax Management (GTM) is a 25‑year‑old tax services firm that supports clients with sales and use tax compliance. Rapid growth increased the volume and complexity of monthly returns, creating a labor‑intensive, repetitive process that needed repeatability and automation to scale efficiently.

GTM piloted and rolled out Alteryx Designer to automate reconciliations, manipulate disparate client data, and streamline filing—while upskilling staff through training and certification. The repeatable, user‑friendly workflows cut manual work by 50% (tasks that took an hour now take ~30 minutes), drove broad adoption across departments, and set the firm up to scale analytics and automation further.

Global Tax Management

David Hillegass

Senior Manager