TIARA (Tax, Investment and Reporting Administration) is a revolutionary software that will enable firms to automate their investor tax function with confidence, and improve client experience.
The batch reporting function is the epitome of multiple layers of design and data tracking, enabling us to release tax packs to clients as early as the 6th April each year. And yes, we do mean the 6th of April. And yes, we are aware of the 30 day rule and all the other reasons tax packs generally do not get produced until June/July - and our solution mitigates all these issues and more.