CFO Tech Outlook: Specials Magazine

Tax compliance has become an increasingly complex responsibility for finance teams managing growing transaction volumes, expanding supplier networks and constantly evolving indirect tax regulations. Avalara helps simplify that complexity by embedding automated tax determination directly into accounts payable workflows. Through AvaTax for Accounts Payable, the company enables finance organizations to automate use tax determination, maintain current tax content, integrate with leading ERP systems and support audit readiness while reducing reliance on manual processes. Simplifying Tax Compliance across Accounts Payable Behind every accounts payable transaction is the need to determine the right tax treatment. What may seem straightforward becomes far more challenging as businesses expand, transaction volumes increase and tax regulations continue to evolve, making manual processes increasingly difficult to sustain. Avalara addresses these challenges through AvaTax for Accounts Payable, which automates tax determination during the invoice review and payment process. The solution evaluates transactions, determines applicable use tax requirements and applies current tax rules based on continuously maintained tax content. Rather than requiring finance teams to manually monitor changing tax regulations, the platform helps organizations apply the latest supported tax rules with greater consistency. Integration is central to the solution. AvaTax for Accounts Payable connects with leading ERP, procurement and financial management systems, allowing organizations to incorporate automated tax determination into existing accounts payable processes. While implementation and configuration are required, the approach helps minimize disruption and enables finance teams to continue working within familiar business applications. As companies grow, expand into new jurisdictions, onboard new vendors or manage increasingly complex procurement processes, the platform helps organizations apply tax rules consistently across high volumes of transactions.

Autonomous Financial Oversight Solutions

Today’s CFOs are no longer just financial stewards—they’re technologists, strategists, and first responders when disruption strikes. Spreadsheets, manual checks, and disconnected systems once held things together, but those days are long gone. This generation of finance leaders must make split-second decisions with flawless accuracy across sprawling datasets and shifting regulations. As AI rewires the core of how business runs, CFOs face three seismic shifts: their tools are transforming, their teams are evolving and staying competitive means outthinking challenges before they even arise. Enter MindBridge Founded in 2015, MindBridge’s Financial Decision Intelligence continuously analyzes every transaction through the dual lenses of risk and integrity—empowering finance leaders with real-time insights into financial health, surfacing operational inefficiencies, and flagging issues before small errors become strategic failures. Whether consolidating global entities, auditing trillion-dollar operations, or preparing finance for 2030 and beyond, MindBridge is the bridge between the demands of modern finance and the power of modern technology. “Our software allows you to look at everything, all the time, against the controls that determine financial integrity—which was impossible before,” says Stephen DeWitt, CEO.

Tax Preparation Software

For years, tax professionals have relied on the same old, desktop software programs that feel familiar. Lately, however, those tools are showing their age: renewal costs keep rising, legacy features lag behind the pace of change, and a patchwork of costly add-ons has become the norm. The profession is ready for a smarter, more agile approach. Ten years ago, MyTAXPrepOffice was built from the ground up as a cloud-native platform. That makes it one of the most experienced and mature cloud-based tax software providers on the market today. With a focus on speed, security, and scalability, it’s redefining what tax software can deliver, especially in the high-pressure weeks of tax season. Squire Dahl, President of Advanced Tax Solutions LLC, the company behind MyTAXPrepOffice, explains it clearly. “At MyTAXPrepOffice, we believe great software should make your life easier, not more complicated. That’s why we built a true cloud-based solution created for a new era, one that evolves with the needs of tax professionals. From AI-powered automation to our unmatched customer support, everything we do is designed to simplify tax preparation and empower our users to grow. We’re not just keeping pace with the industry—we’re helping shape its future.” MyTAXPrepOffice customers are noticing the difference. Many echo the same refrain: “I wish I’d made the switch sooner.” That reaction reflects the accuracy, flexibility, and simplicity that the platform was created to deliver. BUILT FOR THE CLOUD, NOT ADAPTED TO IT MyTAXPrepOffice separates itself from legacy systems at the foundation. Competing products often retrofit desktop software for online use. MyTAXPrepOffice was built as a cloud platform from the beginning. That design choice delivers stronger reliability, quicker updates, and a smoother workflow for new features as they are released. Every part of the platform connects within a unified framework. It means features like the integrated client portal, Interview Mode, or their new My AI Assistant tool are intelligently designed to work within the platform, not tacked on as separate systems. Cloud-based architecture also removes the risk of storing sensitive files on local machines. Information is hosted securely with leading infrastructure providers and safeguarded by encryption in transit and at rest, multi-factor authentication, password controls, and session management. These measures meet or exceed IRS standards. For professionals handling sensitive records, that level of protection translates into peace of mind.

Business to Consumer Payments Solution

TailFin automates high-volume, low-dollar B2C payouts, replacing paper-check routines with digital outreach, payment choice, completion tracking and escheatment support. The platform gives CFOs visibility into refund aging, dormancy exposure and audit risk while returning capacity to finance teams across enterprises.

IN FOCUS

AI-Powered Tax Solutions: Reducing Burdens and Enhancing Decision-Making

AI tax assistants help organizations automate compliance, improve accuracy, manage changing regulations, reduce risks and support smarter financial decision making.

Learn more

Intuit Reporting Solutions: Enhancing Financial Visibility and Efficiency

Intuit reporting solutions improve financial visibility, automate workflows, strengthen compliance, support analytics, and enhance operational decision-making efficiency.

Learn more

EDITORIAL

Driving Smarter Financial Operations Through Intelligent Automation

Finance leaders are redefining operational excellence by embracing intelligent automation, connected data and stronger financial controls. As organizations navigate evolving regulatory requirements, AI adoption and growing demands for efficiency, technology is becoming central to improving decision-making while strengthening governance and resilience. In this edition of CFO Tech Outlook, we recognize the organizations helping finance teams modernize the way they manage compliance, payments and financial operations.

Recognized as the Top Accounts Payable Tax Compliance Solutions 2026, Avalara [NYSE:AVLR] is transforming tax compliance by embedding automated tax determination directly into accounts payable workflows. Through intelligent tax calculation, centralized compliance management and seamless ERP integration, the company helps finance organizations improve accuracy, simplify regulatory complexity and strengthen financial governance without disrupting existing business processes.

This edition also features TailFin, recognized as the Best Business to Consumer Payments Solution 2026, for helping organizations modernize high-volume consumer payouts through secure digital payment workflows that reduce operational risk and improve payment completion.

Alongside these award-winning organizations, we feature insights from Jack M. Jacobs, Senior Vice President of Commercial Banking at WesBanco Bank Inc., who explores how relationship-driven banking, treasury management and strategic financial partnerships create longterm value for middle-market businesses. We also feature Darren Talham, Chief Technology Officer at Continental Finance Company, LLC, who examines why modern data architecture has become the foundation for realizing sustainable returns from enterprise AI investments and long-term digital transformation.

Together, the organizations and leaders featured in this edition demonstrate that lasting financial performance is built on disciplined execution, intelligent technology and sound strategic leadership. We invite you to explore the insights shared throughout this issue and discover how innovation is reshaping the future of finance and enterprise performance.