Opti.Tax Transfer Pricing Documentation vs TP/OS

Opti.Tax Transfer Pricing Documentation helps businesses create and maintain transfer pricing documentation using the BZSt taxonomy. Continuous validation checks entries for validity, while in-software videos explain individual items; a bookable e-learning course is also offered. DeepL integration translates the software, cloud interface, project chats, tasks and generated documents into supported languages. Microsoft 365 integration sends process-change notifications by email or Teams and routes tasks to Microsoft To Do and Outlook. Interfaces are also listed for Microsoft Dynamics 365 Business Central, Sage, taskplace.de, kanzlei.land, DATEV and Audicon. Country-by-Country Reporting and Pillar 2 are optional modules. The product has a hybrid web and Windows setup: its cloud workspace is accessed through Chrome, Edge, Firefox or Safari and is intended for temporary rather than permanent storage. The Windows client requires 64-bit Windows 10 or 11 and a database server using Microsoft SQL Server 2017 or later. The maker offers onboarding and German customer support. Pricing is on request; the vendor invites visitors to order or book a consultation.

TP/OS is transfer pricing documentation software from ArmsLength AI for advisory firms and multinational in-house tax teams. It organizes source facts, reuses templates, and supports drafting and annual documentation updates. The product supports Local Files and Master Files, with localized outputs in a customer-selected structure. Its assistant reads source files, fills supported placeholders, and flags omissions or contradictions for review. Teams can request missing information from colleagues, track progress, and review content before sharing. TP/OS exports editable Word files in the customer's house style. It runs on the web, with Base, Custom, and Turnkey plans priced on request. A guided trial covers one Local File prepared the prior year, for review of its output and next-year update. Setup depends on the customer's templates and documentation needs, and the company asks customers to confirm country scope and outputs with its team. ArmsLength AI says its security controls are ISO/IEC 27001 certified, project data is stored and processed in the EU, and customer inputs are not used to train foundation models. SSO/SAML is available through Microsoft Entra ID and Google.