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GUIDE

Tax Planning Strategies for the Modern Business: Preparing for 2026

Managing tax compliance for a growing, multi-platform business is more complex than ever. This practical playbook helps finance teams prepare, file, and plan beyond tax season; using automation and expert strategy to reduce risk and improve long-term outcomes.

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What you’ll learn

In 2025, finance teams in ecommerce and SaaS aren’t debating whether to use AI. They’re deciding how to use it to drive speed, accuracy, and strategy.

But as adoption rises, so do the challenges: tool overload, broken integrations, and undertrained teams.

This exclusive Synder report distills the insights from 424 senior finance leaders to show you:

Where AI is working, and where it’s still falling short

How leading teams are cutting 3–5 days off their close

Why automation alone isn’t enough without enablement

Where to start automating for maximum ROI

What’s next for LLMs, revenue recognition, and real-time finance

What’s inside:

A three-part framework covering tax preparation, filing, and post-filing strategy for complex financial profiles

Best practices for managing multi-entity, multi-platform, and subscription-based revenue

A readiness checklist to help finance teams identify gaps before tax season begins

Guidance on improving accuracy, audit readiness, and compliance across jurisdictions

How automation and advisory support work together to reduce manual effort and improve planning

Who should read this report

  • CFOs, VPs, and finance executives seeking to turn data into strategy, not just savings
  • Controllers and accounting leaders looking to scale processes without scaling headcount
  • Ecommerce and SaaS business owners aiming to modernize back-office operations
  • Technology advisors and finance consultants helping clients choose and implement the right automation stack
  • Tax professionals and compliance officers navigating AI's impact on reporting accuracy and audit readiness
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2025 Emerging Trends in Accounting AI

Download our report to see how AI & automation are changing accounting, and benchmark your strategy against 424 ecommerce and SaaS finance leaders.

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Accounting Automation for Midsize Businesses

Get your guide filled with answers to the most pressing questions useful for every mid-sized business owner.

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Business Proposal Template

Download our template to present your business and win more clients. A strong proposal starts with the right format.

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