19OCTOBER 2025We are here to help tax professionals do their jobs better. Whether that means automating documentation, providing defensible benchmarking, or simply giving teams back their time, our goal is to be the partner they can trust and rely onmethodologies, and prior filings, ensuring documentation remains uniform and minimizing the risk of oversight.ExactReport, the latest product in Exactera's AI-driven transfer pricing suite, reflects where the company is headed. Exactera is leading the AI tech revolution for transfer pricing professionals by building products that empower both corporate tax teams and the service providers who support them. With ExactMatch, it introduced AI-powered benchmarking to help tax professionals quickly identify the most comparable companies. Now, with ExactReport, the company is extending that innovation into local file documentation, enabling firms to scale compliance reviews with AI-driven precision and reduce reporting times by half.A Complete Transfer Pricing EcosystemExactera's vision for the next 18 to 24 months is to deliver a fully integrated, end-to-end transfer pricing solution. While companies today must often rely on multiple vendors for data, valuations, and report creation, Exactera is working to bring these elements together in one unified offering.This includes tools for royalties, loan transactions, and other specialized valuations that are essential to complete a transfer pricing report. The company plans to expand its AI capabilities and streamline these processes further, making it easier for tax professionals to handle compliance independently or with support.The company's R&D Tax Credit Services assist businesses in claiming available tax incentives across the U.S., Canada, and Puerto Rico. The solution automates the data collection process and ensures alignment with regulatory standards, enabling clients to maximize the value of earned credits with less effort.Its Income Tax Provision tool, which supports ASC 740 compliance, streamlines the entire provision process. By automating calculations, managing book-to-tax adjustments, and producing audit-ready reports, teams can cut their provision calculation time by up to 65 percent. This allows financial professionals to shift focus from manual reporting tasks to forward-looking planning.Exactera's value extends beyond its platform. It also lies in how services are delivered. The company understands that every client organization operates differently. Some have experienced internal tax teams, while others rely heavily on external advisors. Many operate with lean staff and high expectations.To meet this range of needs, it offers three distinct engagement models: self-service, managed service, and hybrid.In the self-service model, tax professionals use the platform independently. Built-in tools, robust benchmarking databases, and customizable templates enable them to complete documentation efficiently while retaining control over the process.For companies that prefer to outsource, the managed service model provides end-to-end support. The company handles the entire process, making it especially useful for organizations facing bandwidth constraints, tight deadlines, or complex jurisdictional requirements.The hybrid model offers a collaborative option. Clients and Exactera's experts work together on specific components, achieving both speed and accuracy while maintaining internal oversight. Regardless of the chosen model, clients benefit from a unified platform with real-time visibility into progress. Leaders can track tasks, leave comments, and approve drafts, all within a single system that reduces miscommunication and eliminates bottlenecks.Enabling Growth for Mid-Sized FirmsExactera supports both large enterprises and growing mid-sized firms. One notable example is a partnership with a regional accounting firm that wanted to expand into international tax services. Without internal transfer pricing expertise, the firm collaborated with the company to deliver white-labeled services to its clients.By gaining access to the platform, receiving tailored training, and working with Exactera's support team, the accounting firm was able to serve multinational clients without expanding its headcount. This partnership opened new revenue streams while ensuring that clients received high-quality, audit-ready documentation under the firm's trusted brand. This case demonstrates the company's value in helping smaller firms scale their services and build new capabilities without compromising quality.Enhancing Human Expertise through AIExactera exemplifies a thoughtful approach to AI. Rather than aiming to replace tax professionals, the company focuses on using technology to enhance human capabilities. Its AI tools handle routine tasks that would otherwise be time-consuming, such as filtering thousands of comparable companies or updating existing transfer pricing reports.The platform prioritizes quality over volume. Using AI to analyze business descriptions instead of generic codes helps professionals select the most relevant comparables and discard unsuitable options. The result is more robust, defensible reports.The future of tax is changing. With increasing demands for transparency, speed, and accuracy, professionals need tools that keep up and help them lead. Exactera delivers that promise. By uniting AI technology, expert insights, and adaptable service models, the company helps organizations reduce risk, save time, and improve compliance across borders.
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