Premier Provider of Specialty Tax Services Turns to 3E, MatterSphere, and Business Development Data Engine to Optimize Processes and Improve Efficiencies

Aug 8, 2017

Thomson Reuters Elite, part of Thomson Reuters Legal, today announced that alliantgroup, LP, a Houston-based provider of specialty tax services, has become the latest organization to select 3E® as its practice and financial management platform. The firm has also selected MatterSphere®, the matter and document management component of the Elite Client & Matter Management offerings, to customize its project and document management processes, and Business Development Data Engine to further leverage its existing information to provide clients with additional tax savings opportunities available to them. In addition, alliantgroup selected Design Gallery™, a next-generation solution that manages the collection, reorganization, conversion, and distribution of data available within 3E. All four solutions are part of the Elite Enterprise Business Management Solution, a comprehensive suite designed to help clients manage every aspect of their business.

Elite beat out approximately 50 competitors after extensive evaluations. Key to the decision was the flexibility provided by the solutions in order to operate in the unique manner needed. 3E will give alliantgroup the flexibility to manage multiple unique tax service lines within one system and to accurately track and report on up-to-date financial information within the organization as well as with clients. With MatterSphere, the company will be able to optimize is internal processes for various service lines which will improve efficiencies and make day-to-day tasks easier for its project teams. In addition, alliantgroup will utilize Business Development Data Engine to easily gather all relationships into one location so they can more effectively serve their clients and CPA partners.

“We chose Elite in large part because of the great flexibility and client service functionality it provides,” said Dhaval Jadav, CEO of alliantgroup. “The ability to tailor 3E, MatterSphere, and Business Development Data Engine to meet our unique business needs will help us improve efficiency across the board. We are confident the Elite suite will help our business from end to end, while providing the scalability to grow with our business.”

“Customer service is paramount to alliantgroup, so we must ensure that our project managers and technical experts have the best tools available to them to elevate our client service,” Jadav continued. “Our work is very technical in nature and our business is growing rapidly – so it’s important for us to streamline processes, manage our data, and enhance communication between departments. We believe Elite will help us in all of these facets.”

alliantgroup works with tens of thousands of business owners and their CPA firms to identify federal, state, and local tax credits and deductions and helps their clients capitalize on those government incentives to grow their businesses and maintain competitiveness in increasingly challenging markets. Since the company’s founding in 2002, alliantgroup has helped more than 20,000 American businesses take advantage of more than $5 billion in government incentives. alliantgroup is the nation’s leader in R&D Tax Credit consultative services and also assists business owners in claiming the 179D deduction, hiring and job creation credits, and export incentives. alliantgroup’s consulting arm, alliantNational, and the company’s Tax Controversy Services department also assist clients in navigating complex or unique tax issues.

3E offers powerful core financial and practice management features and built-in application development capabilities—all seamlessly integrated into one high-performance system. Designed from the ground up on Microsoft®.NET®, 3E provides an integrated development environment that enables firms to become more agile in responding to client needs. A full suite of capabilities is delivered through a consistent web-based user experience that allows lawyers and staff to easily track and manage activity on a multi-office, global scale. Visit 3E for more information.

MatterSphere is a robust client and matter management system that provides firms with a single, unified way to view and manage day-to-day activities. Built entirely within the familiar Microsoft® Office environment, MatterSphere automates and standardizes manual processes with built-in workflows and allows lawyers to easily manage clients, matters, documents, and all associated details in a familiar interface. As part of the Thomson Reuters Elite family of innovative solutions for professional services firms, MatterSphere provides a strong enterprise-class solution with limitless functionality that helps firms unify the entire matter life cycle, from beginning to end. For more information, visit the Elite Client & Matter Management page.

Business Development Data Engine is a powerful ERM tool that can help drive more successful marketing and business development initiatives. As an integral part of the Elite Enterprise Business Management Solution, Business Development Premier provides advanced functionality to help law firms and professional services organizations achieve significantly higher return on investment from their marketing and business development activities. For additional information, visit the Business Development Premier page.

Through its advanced design, Design Gallery transforms data into a variety of document types and distributes the formatted output quickly and efficiently. Because Design Gallery runs as a true server-based solution, no log-in or Microsoft Office® installation is required in the production environment. For more information, visit Design Gallery.

Thomson Reuters Elite is the leading global provider of innovative business management solutions that enable law firms and professional services organizations to streamline operations, maximize efficiency, and increase visibility into all aspects of their businesses. Elite is focused on enabling firms of all sizes and locations to meet their true potential and provide the best service for their clients. For more information, visit Elite.