Digital Technology
Enhancing Investment Returns
$16 billion
Tax left unclaimed every year
Over 3,000
Double taxation treaties
100+
All major jurisdictions covered
We were founded to disrupt the market, to show there is a better way.
TaxTec is pioneering a new digital approach to tax recovery, enhancing investment returns for institutional investors.
Our AI enabled solutions utilize the latest technology designed by industry experts, enabling clients and their service providers to reclaim more tax at lower cost.
At TaxTec we are addressing critical market infrastructure issues, leveraging cutting-edge technology, setting a new standard for the industry.
Our Solutions
MiKaDiv Solution
TaxTec provides a MiKaDiv-ready platform that helps financial institutions meet new reporting requirements with connected, compliant, and end-to-end tax data infrastructure.
Global Tax Reclaim Platform
Global SaaS platform that automates and scales withholding tax reclaims, replacing fragmented workflows with a connected, data-driven solution.
Tax Operations Automation
TaxTec modernizes tax operations by automating workflows and connecting tax data, helping financial institutions improve efficiency, compliance, and control.
Relief at Source (RAS) Solutions
TaxTec streamlines Relief at Source by automating processes, ensuring compliance, and integrating tax operations in one connected platform.
Withholding Tax Reclaim Solutions
TaxTec automates withholding tax reclaims with a scalable, data-driven platform that improves efficiency, accuracy, and recovery across jurisdictions.
Recover more tax on better terms
Key Benefits
Improved investment returns
Our clients reclaim and retain more with a direct positive impact on their investment returns, leading to optimized strategies and enhanced forecasting.
AI enabled full service proposition
Our all new platform deploys the latest advances in artificial intelligence, unlocking the future of efficiency and innovation.
Led by award winning industry experts
Our founders and the team they have assembled are outstanding practitioners whose strategic guidance leads to high quality client outcomes.
Built using the latest digital technology
Our technology stack is fully digitized and balanced for optimum performance, future ready with advanced capabilities and enhanced security.
Highly automated for greater efficiency
We have eliminated manual processes wherever possible, significantly reducing the risk of errors and exceptions, streamlining processes for speed, scalability and consistent quality.
Client-centric high touch service model
Our user interface is designed to be intuitive with client experience at the forefront of our thinking, delivering personalized attention, proactive engagement and responsive support.
Our Team
Stephen Everard
Chief Executive Officer
Daron Pearce
Chairperson
Katherine Damsell
Non-Executive Director
Sarah Webb
Chief Technology Officer
Sarah French
Chief Revenue Officer
Graham Barnes
Sales and Business Development Manager
Charlotte Everard
Global Client Services Manager
Michael Solo
Director, Relationship Management, Americas
Carol Danneau
Global Operations Manager
Philip Rothfield
Strategic Advisor
