Tax technology partnership

Your partner in tax technology

Pilgrim is a partner-led firm of tax and technology specialists. We work alongside your tax team for the long term, so compliance runs on clean data and reliable processes rather than spreadsheets and late nights.

Why Pilgrim

  • Tax specialists who also build the technology
  • Partner-led: you work directly with the partners, not a rota of juniors
  • Long-term relationships and practical, vendor-neutral advice

What we do

Services

From selecting a system to running it day to day, we cover the whole life of your tax technology.

Technology selection

Independent help defining requirements and choosing the right tax software for your organisation.

Implementation

Configuration, data mapping and testing for corporate tax, provision and compliance platforms.

Data and automation

Reliable data flows from your ERP and finance systems, with checks and reconciliations built in.

Process review

We map how your tax processes really run and remove the manual steps and risk points.

Managed support

Ongoing administration, upgrades and year-end support, so your team can focus on the tax.

Training

Practical training that gets your team confident using the tools you already pay for.

How we work

A clear, practical approach

Every engagement is scoped up front, with fixed milestones and no surprises.

1. Understand

We start with your data, systems and deadlines, and agree what success looks like.

2. Build

We configure, automate and test in short cycles, with your team involved throughout.

3. Hand over

Documentation, training and support so the solution keeps working after we step back.

Insights

Latest thinking

Notes on tax technology, digital compliance and getting more from your systems.

Our first articles are on the way.

Let’s talk about your tax technology

Tell us where things are today and where you would like them to be. A partner will give you an honest view of the options.