TaxTec provides a cloud‑native platform that uses AI to scan institutional portfolio data and automatically identify eligible tax credits, treaty benefits, and overpayment opportunities across more than 100 jurisdictions. The system generates and files claims end‑to‑end, offering a real‑time dashboard for tracking recoveries and forecasting cash‑flow impacts, and integrates with existing investment management tools to boost net returns.
Funding
Funding not disclosed
Founders
Product
Problem
Institutional investors often miss eligible tax credits and overpayments across multiple jurisdictions due to fragmented processes, manual data collection, and complex treaty rules, leading to reduced returns and forecasting inaccuracies.
Solution
TaxTec offers a fully digital platform that automates the identification, claim, and recovery of unclaimed tax credits and overpayments for institutional investors. The system applies AI-driven analysis to transaction data and treaty provisions across more than 100 major jurisdictions, generating claim filings with minimal manual input. Automated workflows reduce error risk and accelerate recovery timelines, while a client‑centric interface provides real‑time visibility into claim status and projected cash flows. The platform’s secure, scalable architecture supports high‑volume processing and integrates with existing investment management systems, enabling firms to improve net returns and enhance financial forecasting.
Target Audience
Primary customers are institutional investors, asset managers, and their service providers who manage cross‑border portfolios and seek to maximize tax efficiency.
Features
- AI engine that scans portfolio data to detect eligible tax credits, treaty benefits, and overpayment opportunities across 100+ jurisdictions
- End‑to‑end automated claim generation and filing, eliminating manual data entry and reducing exception rates
- Real‑time dashboard with claim tracking, recovery forecasts, and impact analytics on investment returns
- Secure, cloud‑native infrastructure with role‑based access control and audit trails for compliance
- Integration APIs for seamless data exchange with portfolio management and accounting systems
- Scalable processing capable of handling large institutional transaction volumes with consistent performance