Finance AI Index
Index Vendors › Tax Series · September 2026 Edition
1 category · Named, not ranked

Tax Series

4Judge labels
2First choices
0Negative labels
1 of 12Models named it
1Category
September 2026 Edition. Every number here is derived from the raw labels under vendor table vv2026-09.2, every buyer segment counted.
Standing
2 labels, too few to rank
A product needs 10 labels in a category before a share or quadrant is stated. Tax Series was named 2 times in Corporate tax provision, where Thomson Reuters ONESOURCE Tax Provision led with 26%. The labels and the evidence are below, counted exactly.
By buyer segmentRead the same way at every buyer size.
In corporate tax provision · each standing computed within its segment · bars are 0 to 100 · the accent bar is the product's own best reading

Standing by category

Every category where a model named Tax Series for a mid-market B2B company. Share is first choices across the direct, paraphrase, budget and scale prompts; rank is within every product named in that category.
CategoryFunctionShareRankNegative rateLabelsQuadrant
Corporate tax provisionTax and compliance2%12 of 980%2under 10 labels · led by Thomson Reuters ONESOURCE Tax Provision at 26%

Movement

This is the first edition on this tier, so no move can be computed for Tax Series yet. From the next edition this section shows, per buyer segment, whether its share moved by more than the measured noise floor.

By model

How each model treated Tax Series across every prompt where it was named for a mid-market B2B company. Twelve models, six prompts per category.
ModelFirst choiceAlternativeMentionNegativeLabels
Claude Haiku 4.500000
GPT-5.4 mini00000
Gemini 3.5 Flash11002
Perplexity Sonar00000
Grok 4.1 Fast00000
Mistral Small00000
DeepSeek V4 Flash00000
Llama 4 Maverick00000
Qwen 3.7 Flash00000
Kimi K200000
GLM 4.7 FlashX00000
MiniMax M2.500000

By framing

Which of the six questions produced the naming. By model says how often; this says asked what. The first-choice count on the right carries the marks of the models that produced it.
FramingLabels by classFirst choices
Direct0 labelsNone
Paraphrase0 labelsNone
Comparative1 labelNone
Budget-constrained1 label1
Scale-constrained2 labels1
Negative0 labelsNone
First choiceAlternativeMentionNegative4 labels in all, every segment counted; 2 of the 2 first choices count toward share, since the comparative and negative framings do not. The bar is one segment per label class, to scale within the framing.

What the models said for it

Verbatim evidence the judge attached to positive labels.

“Request demos from Exactera and TTI (Tax Series)” Gemini 3.5 Flash · Corporate tax provision · budget prompt · first choice
“A modular, user-friendly SaaS solution that covers the end-to-end tax lifecycle” Gemini 3.5 Flash · Corporate tax provision · scale prompt · alternative

And against it

Verbatim evidence attached to negative labels. A warning on a product with few labels is a warning; on a product with many, it is one voice among them.

No model argued against it.

Named alongside

The products named in the same answers as Tax Series, over the 4 answers that named it. Took the first choice instead counts the answers where the other product was the first choice and Tax Series was named but was not.
ProductSame answerTook the first choice insteadHead to head
CSC Corptax4 of 40Not in the top three
Bloomberg Tax Provision3 of 42Not in the top three
Longview Tax3 of 40Not in the top three
Exactera Tax Provision2 of 40Not in the top three
Thomson Reuters ONESOURCE2 of 40Not in the top three
Thomson Reuters ONESOURCE Tax Provision2 of 40Not in the top three
Bloomberg Tax Workpapers1 of 40Not in the top three
Crowe Tax Provision1 of 40Not in the top three
Cube1 of 40Not in the top three
Finrep.ai1 of 40Not in the top three
A head-to-head page exists where both products are in a category's top three. The other rows are the same fact without a page behind them, so they link to the product instead.

Names read as Tax Series

What the judge wrote, as written, with how often. The vendor table decides that these count as Tax Series; a claim can dispute any of them.
Tax Series (by Tax Technologies, Inc. - TTI) 1Tax Series (by Tax Technologies, Inc.) 1
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Claiming is free and changes nothing in the data. A claimed page shows a verified contact who is told when each edition publishes and when Tax Series's standing changes by more than the noise floor; the right to propose corrections to the vendor table, meaning names the judge wrote that should or should not read as Tax Series, applied by version and listed in the change log; and a one-line description supplied by the vendor and marked as such.

It does not get any change to labels, shares or verdicts, any preview, or any say over which quotes appear. A verification link goes to your work email; an address at the vendor's own domain is approved on the spot, any other address is reviewed by hand.

Your name and company appear on the claimed page, or the company alone if you ask below. A title and a LinkedIn address appear there too if you give them, and are left off if you do not. Your email address is never published.

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