Spend Less Time Searching for Knowledge and More Time Serving Clients

Give tax and audit professionals faster access to trusted knowledge, approved content, regulatory intelligence, and AI-powered answers they can rely on.

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When Institutional Knowledge Is Fragmented, AI Can't Be Trusted

Tax and audit teams do not struggle because they lack information. They struggle because critical knowledge is spread across shared drives, research repositories, content systems, engagement documents, regulatory sources, and individual subject matter experts.

When knowledge is fragmented, professionals spend significant time searching for answers, recreating work that already exists, and validating guidance before it can be used with confidence. As firms accelerate AI adoption, the challenge becomes even greater— AI can only deliver trusted answers when it has access to governed, approved, and contextualized knowledge.

The Progress^® Data Platform helps professional services firms connect tax guidance, client communications, regulatory content, engagement knowledge, and institutional expertise into a trusted foundation for knowledge reuse, regulatory response, and AI-enabled productivity.

"Tax research ranked as the leading potential AI use case, cited by 69% of tax firm respondents."

Thomson Reuters Institute, AI in Professional Services Report 2026

Why Firms Trust the Progress
Data Platform

Proof That Knowledge-Driven Organizations Work Faster with Trusted Context

Success Story

Global Financial Services Firm Builds AI-Powered Legal Assistant

Tax, legal, and advisory professionals were spending approximately four hours compiling relevant legislation, case law, articles, and supporting analysis for client work. By creating a trusted knowledge foundation and connecting AI to governed enterprise knowledge, the organization transformed a manual research process into an AI-assisted experience that delivers trusted results in minutes.

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Success Story

U.S. Government Publishing Office Modernizes Content Publishing and Knowledge Reuse

Managing millions of documents and complex editorial workflows, the U.S. Government Publishing Office modernized its publishing environment by creating a centralized, governed foundation for content management, publishing, search, and document reuse. The new platform improved scalability, governance, discoverability, and workflow efficiency across large volumes of business-critical content.

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Validated by the Experts, Leading with Outcomes

Progress Named Exemplary in the
ISG Buyers Guide for Data Platforms

Progress Data Platform Ranked #1 and Named a Champion in Metadata Management

Industry recognition for Trusted AI, Metadata Management, and Knowledge Intelligence initiatives

Who This Is For

You need to make institutional knowledge easier to find, trust, govern, and reuse across the organization.

Trusted Knowledge Discovery

Knowledge leaders are responsible for generating expertise, research, approved content, and client-facing knowledge assets so they remain accessible and reusable across practices, geographies, and teams. Much of this information is distributed across disconnected systems, making it difficult to locate and leverage consistently. A trusted knowledge foundation helps firms reduce duplicated effort, improve discovery, and support generative AI (GenAI) initiatives with approved and governed knowledge.

You need to modernize tax delivery while improving consistency, scalability, and productivity.

Tax Delivery Modernization

Tax leaders are under pressure to improve efficiency without compromising quality. Regulatory content, prior guidance, engagement materials and subject matter expertise often reside across multiple repositories and business units. A connected knowledge foundation makes trusted tax information easier to discover, reuse and operationalize across the practice, while supporting future AI initiatives.

You need to improve the productivity of hundreds of tax professionals and reduce time spent recreating work.

Tax Productivity & Knowledge Reuse

Practice leaders need faster access to relevant guidance, prior advice, approved language and institutional expertise. When knowledge is difficult to locate, professionals spend valuable time searching rather than serving clients. A governed content and knowledge platform helps teams find trusted answers faster and create more consistent client deliverables.

You need AI initiatives that deliver trusted, explainable and defensible outcomes.

Shared Semantic Context

AI projects frequently struggle because organizational knowledge lacks governance, consistency and context. A trusted knowledge foundation provides governed metadata, semantic context and traceable source content so AI assistants can generate more reliable answers and support high-stakes advisory work with confidence.

What Tax & Audit Teams Can Do with the Progress Data Platform

Scientific Answers Reusable Knowledge Defensible Evidence Research, Quality and Regulatory

Accelerate Tax Research & Knowledge Reuse

Helps professionals find trusted guidance, prior expertise, approved content and institutional knowledge faster.

How It Works

Connects tax guidance, case law, regulatory content, engagement knowledge and internal expertise into a centralized, searchable knowledge foundation.

Outcomes

Faster tax research
Reduced duplicated effort
Better knowledge reuse
Improved productivity
Preserved institutional knowledge

Turn Regulatory Change into Advisory Opportunity

Helps firms identify affected clients, previous guidance and relevant expertise when regulations change.

How It Works

Connects regulatory content, client communications, prior advice, engagement documents and subject matter expertise through a governed knowledge foundation.

Outcomes

Faster client response times
Better regulatory responsiveness
Increased advisory opportunities
Stronger compliance posture
Improved risk management

Create Trusted AI for Tax & Audit

Helps firms build AI assistants that provide answers professionals can trust.

How It Works

Grounds AI in approved content, institutional knowledge, client documentation and governed tax information with traceable source evidence.

Outcomes

Faster research
Better answers
More trusted recommendations
Reduced manual effort
Improved confidence in AI

Build a Foundation for Future Firmwide Intelligence

Connect expertise, content, communications and knowledge assets into a reusable platform that supports search, AI and client delivery.

How It Works

Creates a trusted knowledge foundation that creates a single foundation that improves discovery, reuse, governance and AI readiness across the firm.

Outcomes

Tax guidance
Audit methodologies
Regulatory content
Client communications
Approved language
Engagement documentation
Subject matter expertise
Institutional knowledge

How the Progress Data Platform Delivers for Tax, Audit & Professional Services

Provides professional services organizations with a trusted knowledge foundation for AI, regulatory intelligence and knowledge-driven workflows. It connects tax guidance, regulatory content, client communications, institutional knowledge and subject matter expertise, applying shared context and governance to deliver trusted information into tax, audit and advisory processes, while working alongside the systems teams rely on today.