Financial Services
Tax

Smart Business Insight Suite

Empower your tax and finance department with cutting-edge technology, ensuring compliance and control of your processes, data, and risks

Get digital – get smart

Revolutionise your tax and finance operations with PwC's Smart Business Insight Suite - a comprehensive and intuitive solution that empowers your team to manage compliance, risks, and regulatory reporting obligations in an increasingly complex environment.

With our modular tax compliance management software, you can

    • leverage the latest technologies to streamline processes
    • identify risks, and initiate countermeasures
    • collect and analyse financial and tax-related information

    What Smart Business Insight Suite can offer you

    Proven financial compliance software platform

    Seamless user experience, rapid deployment, and a proven technology platform backed by tax and finance expertise.

    Record, track, and evaluate

    Effortlessly manage your operations with our innovative tool, which empowers you to efficiently record, track, and evaluate critical components such as processes, risks, controls, tasks, and responsibilities.

    Centralising processes

    Centralise financial opportunities, risks, and controls by country and division. Keep a close eye on the status and changes in risk profiles, as you leverage our state-of-the-art system to streamline your financial management process.

    Self-management

    Encounter self-management under your control, there is no need to rely on a provider once the initial setup is complete.

    Take a look at the 3 Smart Business Insight Suite modules

    PwC Switzerland has developed a Software as a Service (SaaS) solution that caters to the unique requirements of globally operating businesses with decentralised tax functions. This process management software suite tackles the complexities associated with finance and tax processes. It comprises three modules, namely Smart Collaboration, Smart Tax Risks and Controls (TRaC) and Smart Survey, each designed to handle process, control, and risk management, as well as information collection. With an intuitive approach and the use of cutting-edge web technology, the Smart Business Insight Suite offers exceptional functionalities.

    01

    Smart Collaboration module

    Efficient process management

    PwC's Smart Collaboration is a web-based tool that helps finance and tax departments collaborate more efficiently. Its flexible records area enables customised workflows, standardised processes, and clear responsibilities. The platform's automatic deadline tracking ensures timely completion of tasks, while real-time monitoring provides a global dashboard for monitoring processes across different locations. It is not limited to tax processes, includes the Operational Risk Module, and is recommended for businesses seeking to increase work efficiency and facilitate interdisciplinary collaboration. 

    Download the flyer for more details

    02

    Smart Tax Risks & Controls (TRaC) module

    Tax risk management and financial compliance

    Tax authorities and regulators are consistently raising the bar on tax and finance related governance. Having formal tax governance processes and a documented tax risk and control (TRaC) framework has now effectively become a legislative requirement for companies around the world.

    PwC's Smart TRaC is a web-based tax risk management tool that helps companies comply with global tax compliance requirements. The tool captures financial opportunities and risks, evaluates them in detail, and monitors their progression using visualisations. It can be integrated into tax workflows and used for reporting to stakeholders.

    Download the flyer for more details

    03

    Smart Survey module

    Web-based collaborative insights gathering

    Gathering insights from organisations can be a challenging and time-consuming task, but it's a critical component of effective decision-making.

    PwC’s Smart Survey simplifies the process by using social media-style collaboration combined with strict access management. Our web-based tool allows you to create custom surveys with decision trees and various question types, making it easy to collect structured information efficiently and effectively for global tax reporting and compliance.

    Global compliance management: Typical scenarios

    Whether you work in a local or global role, Smart Business Insights Suite is the perfect solution.

    Scenario 1

     

    Tom Smith, 45, Head of Tax (HQ)

    “As Head of Tax, managing global compliance is a significant challenge with ever-changing regulatory requirements. I need a comprehensive web-based tax compliance software solution that helps me maintain oversight of tax risks and obligations across multiple jurisdictions.

    With Smart Collaboration, I can easily track and manage tax risks and opportunities in real-time across various countries and tax types. The platform’s visual reporting capabilities allow me to provide detailed insights to stakeholders, ensuring that risks are addressed promptly. The integration with Smart Survey makes gathering critical information for compliance seamless, while ensuring my team stays on top of filing deadlines and tasks with automatic workflows and reminders.”

    Scenario 2

     

    Susanne Miller, 35, Head of Finance (local)

    “As a local Head of Finance, keeping up with financial compliance obligations and reporting critical tax figures to the Group Tax Department is a key part of my role. However, I need a system that facilitates this process without the constant back and forth.

    Using Smart Collaboration, I have a clear, real-time overview of all the tasks, documents, and deadlines. I no longer worry about missing important updates, as everything is centrally organised with transparent workflows. Smart Survey helps me efficiently gather the necessary financial information from different departments, with an audit trail to ensure that every step is documented”

    Are you interested in Smart Business Insight Suite and would like an initial non-binding consultation?

    Contact us / Request a demo

    Downloads

    Smart Business Insight Suite

    Smart Business Insight Suite (SBIS). A toolkit specifically designed for the needs of multinational groups with decentral tax functions from PwC Switzerland.

    Smart Collaboration

    Web-based process management and document repository solution. A module of the Smart Business Insight Suite from PwC Switzerland.

    Smart TRaC (Smart Tax Risk and Controls)

    Web-based tax risk management (Smart TRaC). A module of the Smart Business Insight Suite from PwC Switzerland.

    Smart Survey

    Web-based collaborative insights gathering. A module of the Smart Business Insight Suite from PwC Switzerland.