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Tax Talk: R&D in Software and AI

Apr 22, 2026

  • Article
    Tax Talk: R&D in Software and AI

    Apr 22, 2026

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TechnologyClient Portal

Client Portal

Gain total visibility, mitigate risk, and create control in a secure, shared workspace where Ryan teams and clients collaborate in real time, track progress, exchange data, and stay aligned throughout every engagement.

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  • SECURE WORKSPACE

    One Central Platform for Seamless Client–Team Collaboration

    Centralized Risk Mitigation

    Consolidate engagement data and communications into a single, secure environment to eliminate information gaps and manual risk.

    Integrated Engagement Oversight

    Empower Ryan experts and client stakeholders with total visibility into project milestones, ensuring alignment and control across complex tax workflows.

    Defensible Accountability

    Maintain a comprehensive, traceable audit trail of every action and exchange to ensure rigorous compliance and support complete enterprise oversight.

  • PROJECT TRANSPARENCY

    Real-Time Strategic Oversight

    Actionable Engagement Intelligence

    Monitor milestones, data requests, and realized savings in real time to ensure total accountability and drive data-backed decision-making.

    Immediate Risk Transparency

    Gain instant visibility into project lifecycles to eliminate information silos and maintain total control over high-stakes engagements—without the lag of traditional reporting.

    Proactive Risk Mitigation

    Identify potential bottlenecks and compliance risks early with real-time signals, ensuring your enterprise stays aligned and protected throughout every phase.

  • DATA CONTROL

    Enterprise-Grade Security and Governance

    Secure Data Integrity

    Protect sensitive tax intelligence in documents within a centralized, encrypted environment, ensuring your most critical data is protected from unauthorized access and manual risk.

    Strategic Access Control

    Enforce rigorous oversight with role-based permissions that limit visibility to specific management or data roles, ensuring every user interacts only with what is required for their scope.

    Audit-Ready Compliance

    Maintain total defensibility through folder-level security and comprehensive tracking, providing the documented accountability needed to satisfy internal governance and external regulatory demands.

TAX TECHNOLOGY

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SERVICES

Solve Tax Complexity with Certainty
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EXPLORE ALL SOFTWARE

Transform complex tax obligations into strategic advantages. Ryan’s secure, data-driven technologies streamline workflows and ensure enterprise-wide compliance and clarity.

  • itamlink

    Manage property taxes across jurisdictions with centralized tracking and appeal support.

  • OPT®

    Manage personal property tax classifications, depreciation, and compliance in one dashboard.

  • Tracker® PRO

    Streamline unclaimed property compliance with real-time tracking and automation.

  • Transfer Pricing Lifecycle Management™

    Coordinate transfer pricing policy, documentation, and defense in one unified workflow.

  • Transfer Pricing Operational™

    Automate transfer pricing to manage intercompany transactions and audit-ready documentation.

  • Transfer Pricing Documenter™

    Centralize transfer pricing documentation to support compliance and audit readiness.

  • ControlPoint®

    Automate exemption certificate collection, validation, and reporting across the U.S. and Canada.

  • RatePoint®

    Monitor sales and use tax rates with automated mapping and rate change alerts.

  • VAT

    Manage value-added tax (VAT) and goods and services tax (GST) compliance across 60+ countries with automated controls.

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Frequently Asked Questions

  • Our client portal is a secure collaboration platform where clients and Ryan project teams work together in real time. It centralizes project communication, data requests, file sharing, milestone tracking, savings insights, and key deliverables in a single, organized workspace.
  • Stakeholders ranging from data analysts to tax managers, tax directors, and CFOs may be granted access depending on their role in the engagement. Access levels are customized to ensure each user sees only the information relevant to their responsibilities.
  • Ryan’s full project team, from client principals to consultants, uses the client portal to manage workflows, upload files, communicate with clients, track savings, share learnings, and keep project activity visible and up to date.
  • Users can exchange contracts, invoices, files, data extracts, status updates, comments, tasks, milestone details, savings documentation, and project learnings. All communication and activity are captured in one secure location.
  • As tasks, data requests, milestones, and savings evolve, the platform updates automatically, giving clients a transparent, always-current view of project progress without waiting for email summaries or meetings.
  • Our client portal uses role-based access controls, named folder-level security, encrypted file exchanges, and detailed audit trails. Clients are explicitly invited to each engagement and only see information aligned with their assigned role.
  • Three primary roles exist: management (broad access), staff (limited access and no visibility into contracts or invoices), and data request/files only (restricted to uploading or viewing specific files or data sets). These roles help ensure appropriate levels of access and compliance.
  • Clients are invited to the platform and guided through a secure account setup process. A self-serve learning center is available directly within the platform, offering detailed, step-by-step training. Ryan’s support team and specialists are also available for live walkthroughs, platform overviews, and tailored training sessions as needed.