A&M Streamline

Digital Tax Services

A specialized team that combines the expertise of tax professionals and technology professionals to provide cutting-edge tax services with a strong focus on technology.

Our mission is to deliver exceptional client service, develop innovative software solutions, provide support and operations for tax technology systems, and leverage artificial intelligence and analytics to enhance tax processes and insights.

With our team of tax professionals, we ensure that our clients receive the highest level of service and expertise in navigating the complex world of taxation. Our tax professionals are well-versed in tax laws and regulations, enabling us to provide accurate and comprehensive tax advice and solutions to our clients.

In addition to our tax professionals, we have a team of technology professionals who are skilled in software engineering. This allows us to build, deploy, and operate both client-facing and internal solutions that streamline tax processes and improve efficiency. Our software engineering team is dedicated to developing innovative software solutions that meet the unique needs of our clients and help them stay ahead in an increasingly digital world.

AI Solutions

The emerging tax AI platform and its tooling provide advanced capabilities such as AI-driven data extraction, secure generative AI platforms, and unified consoles for efficient document processing in the tax industry.

Chat

Enabling the Tax Practice with the power of Open AI GPT

General knowledge questions
Research and ideation
Initial deliverable drafting
High level reasoning

Knowledge Bases

Easier access to curated knowledge

Specific questions over policy or standard documents
Knowledge Management
Policy Distribution
Onboarding and training

Document Analysis

A secure system to explore documents

Client document exploration
Summarizing documents
Insights across a document set
Generating first draft analysis or commentary

Image Generation

Effortlessly create high quality images just by describing them.

Royalty free image creation

Consulting

Collaborate with us to develop tailored AI features integrated seamlessly into Streamline

Identify business areas for AI integration
Quickly go from concept to functional feature
Evolve your features as your needs change
Assess the ROI of implementing AI solutions in your business

Framework

coming soon

Generative AI solutions for automating tax operations

Agent based workflow management
Form data extraction and completion
Tax law monitoring
Intake summarization and deliverable drafting

Team

The Alvarez and Marsal Digital Tax Services AI team comprises a diverse group of accounting and technology professionals who collaborate to deliver innovative solutions at the intersection of tax and technology.