Longview Tax
By insightsoftware
Integration with ERP systems (e.g., SAP, Oracle).
Set up communication and meeting schedules.
Set up initial data structures and templates.
Design workflows and approval processes.
Integrate with Excel and ERP systems.
Conduct scenario-based testing for tax calculations.
Schedule post-implementation support and optimization.
Longview Tax is highly customizable to meet specific business requirements. Here are the key customization capabilities:
Custom Dimensions: You can modify or add to dimensions such as SEGMENTS, ELEMENTS, and CONTROLS to reflect your company’s tax structure and reporting needs.
Custom Calculations: The platform allows for custom calculation methods, including the ability to create new rules, formulas, and logic tailored to your tax processes.
Flexible Reporting: Users can design and customize reports and dashboards to align with internal and external reporting standards.
Excel Integration: The Excel Add-in supports write-back functionality, enabling users to interact with the system directly from Excel and customize data views.
User Roles and Workflows: You can define custom user roles, approval workflows, and access controls to match your organizational hierarchy and compliance requirements.
This flexibility makes Longview Tax suitable for multinational corporations with complex tax environments.
Longview Tax uses a quote-based pricing model, and while exact figures are not publicly disclosed, here are the typical cost components:
Some sources suggest pricing starts around $1,000/month, but this varies widely based on company size and scope.
Maintenance is typically bundled into the subscription or license fee.
Training resources include documentation, webinars, live online sessions, and in-person training.
Longview Tax offers a comprehensive training and support ecosystem tailored to both new users and experienced professionals:
Excel Add-In for Office
Report Building with A&R (Analysis & Reporting)
Hands-on labs and scenario-based exercises
Longview Tax includes several enterprise-grade security features to ensure data protection and compliance:
Admins can monitor and manage locks across modules
Limits access to sensitive data based on job function.
Tracks changes and user activity for compliance and accountability.
Uses encrypted connections for data transfer.
Regular updates to maintain compatibility and security (e.g., Windows Universal C Runtime updates)
These features make Longview Tax suitable for organizations with strict regulatory and data governance requirements.
Longview Tax follows a structured release cycle with multiple updates per year, typically aligned with major version releases such as v23.3, v25.2, etc.
Enterprise Deployment (.msi Installer): Introduced in v23.3, this allows IT teams to manage installations and updates internally, offering more control and flexibility.
These updates are documented in detailed release notes and managed through the Longview Support Portal.
Custom Entities & Structures: Customers can define and manage their own legal entities, jurisdictions, and hierarchies, reinforcing control over their data.
For exact terms, customers should refer to the Master Services Agreement (MSA) or Data Processing Agreement (DPA) provided during onboarding.
To scale down, organizations may need to renegotiate their license or subscription terms during renewal.
Renewal pricing may be subject to annual increases or renegotiation based on usage or new features.
For exact terms, customers should refer to the Master Services Agreement (MSA) or request a copy from insightsoftware.
Longview Tax supports compliance with major global tax and accounting standards:
BEPS Pillar Two: The platform includes input apps and reports to support compliance with OECD’s Base Erosion and Profit Shifting (BEPS) Pillar Two requirements.
Additional compliance features include:
These features make Longview Tax suitable for organizations operating in highly regulated environments.
