Founded on the conviction and firsthand experience that institutional investors lack dedicated automation solutions for some of their most important tax processes, Taxology launched its first solution “Protocol” in 2017. Protocol optimizes and automates global withholding tax recovery for institutional investors’ portfolio investments. Since its launch in 2017, taxology has recovered millions in additional withholding tax for its clients, using Protocol.

In 2020, Taxology launched its second software solution “Stream”. Stream helps automate the processing of US state tax notices. Its powerful OCR scans notices from any state in seconds. And its AI models capture key values and classify notices. Stream is particularly suitable for corporations and institutional investors that receive high quantities of state tax notices.