Every year, in the delivery of tax compliance and prospective analysis work, financial professionals expend millions of hours working with antiquated tools in error-prone and labor-intensive business processes. Automation and computation software modernize these ineffective processes while also enabling enhanced views of data and analytics.

Crimson Tree Software creates high-performance tax automation systems that incorporate efficiency and flexibility into the delivery process and improve the quality of the work. Our focus lies on solving those difficult problems that have both tax-technical “depth” and volumetric “breadth”.

Over the past 20 years, our clients have included Big 4 accounting firms, UPREITs, hedge funds, private equity investment funds and corporate joint ventures.

Our team includes accounting and finance professionals, computer scientists, software engineers, and information security specialists.

Beginning in 2020, we work alongside the tax professionals at RSM to deliver an optimal tax compliance product and experience.

Crimson Tree works with RSM US LLP to transform how partnerships manage their tax compliance and reporting obligations. Allocation and tiering capabilities bring automation and enhanced insights to asset management clients. Can we help your fund get started?


Parallel Processing

Our computational systems are optimized for performance using parallel algorithms and lock-free data structures. The speed of our solutions ensures that mistakes are easy to correct, and that no time is wasted waiting for low-value tasks to complete.

In-Memory Analysis

We empower users to make informed decisions in real time using fast, in-memory analytical tools. Combined with parallel processing, in-memory data analysis allows difficult “what-if” questions to be answered in minutes instead of days or weeks.

Artificial Intelligence and Machine Learning

Our automation systems employ modern heuristic AI and applied statistics in the areas of computer vision and natural language processing. In practice, these systems dramatically reduce the needs for error-prone, manual data extraction and document analysis.

Research and Development

Our development process is rooted in practical experimentation. Decisions are made based on results of tests using flawed, real-world data. We leave no room for false, simplifying assumptions. When approaching novel problems, we digest academic literature, consult with other researchers in industry and academia, conduct experiments, and back our work products with quantifiable and repeatable results.