Case Study: Tiptree Inc. achieves cost savings, faster close and audit-ready tax control with CSC Corptax

Tiptree Discusses Regaining Control and Adding Value

Tiptree Inc. had been outsourcing its tax provisions and returns—costing more than $1.5 million annually—and struggled with fragmented data across many subsidiaries, slow consolidations, poor audit traceability, and limited visibility for management. To regain control of their tax data and reduce costs, Tiptree Inc. engaged CSC Corptax and its Corptax Provision and Compliance solutions, working closely with Corptax Professional Services to bring tax processes back in-house.

CSC Corptax implemented its Provision and Compliance software and provided a dedicated Professional Services team to configure inputs, centralize trial balance coding, and streamline consolidations, enabling clear audit trails and flexible reporting by business segment. The outcome for Tiptree Inc. included dramatically faster close and reporting (provision sign-off shortened from two weeks to two hours), reduced reliance on expensive outsourcing, improved audit support, and increased capacity for strategic tax work—delivering measurable efficiency and cost benefits.

Tiptree Inc.

James Hilton

Tax Manager