To start, we define the scope and finalize legal paperwork.
Managed services
If automation feels like a bigger step than you’re ready for, let’s start with Managed Services.
We’ll do all the automation whilst you simply receive ready-to-go documentation, so you can benefit without any setup, new processes, or major changes to the way you like to work.
Proving that automation works
Automation can feel like a big change. While the benefits are clear, we know not every organisation is ready to embrace it.
What if we could show you it works without you having to set anything up or overhaul your processes? We’ll configure everything in the platform for you and deliver only what you need right now. And if you ever change your mind, everything is ready for you to take over instantly.
Our transfer pricing managed services provide Local File, Master File, benchmarking and intercompany agreements delivered through a scalable model. Our solution helps groups become OECD aligned audit-ready in 4–8 weeks with predictable pricing and the option to insource later.
On this page:
- TP documentation we offer
- What we do
- White-label transfer pricing documentation
- Our process
- Moving towards automation
- Why choose Managed Services
Our pricing
Our pricing works on a pay-per-use basis, but we can adjust it to fit your needs. If you already have existing documentation, prefer a subscription model, or want to place a bulk order with the same timeline, we’re happy to tailor the price. Here are the rates:
Local ㅤㅤㅤㅤFile
Master ㅤㅤㅤfile
Legal Agreement
TP deadlines assistence
Benchmarks
Transfer pricing documentation we offer
The Managed Services model applies to all transfer pricing outputs. You can outsource a single document or your entire TP compliance process.
We support:
- Local File
- Master File
- Benchmark studies
- Legal Intercompany agreements
- Transfer pricing policy memo
You choose what you need. We handle the execution and deliver compliant white label documentation that is ready to use.
What we do
With Managed Services we take care of the full TP compliance process for you.
This means:
- Coperitas executes the transfer pricing process.
- You receive ready-to-use deliverables.
- No license is required upfront.
This makes Managed Services a low-entry, high-impact way to stay compliant while keeping full flexibility for the future without managing multiple advisors.
White-label transfer pricing documentation?
Managed Services is a white-label solution. All output documentation is branded to your liking.
Depending on your preferences, the deliverables are provided:
- In your own branding (white label), or
- In advisor branding
If you have any other requests, feel free to let us know. We’re always happy to talk things through and see what we can do.
How our process works
Our process is structured, efficient, and designed to minimise your internal workload.
Proposal and Engagement
Information Request
You upload available documentation in a shared Teams directory.
Analysis and Kick-Off
We review the available information and align on the project plan.
Sharing deliverables
We go to work and share deliverables within 4-8 weeks.
Moving towards automation
Managed services is s a simple way for you to be able to enjoy the results of automation and switch to it when you are ready.
You can later move to:
- Co-sourcing: Cooperation between you and Coperitas including software access for you.
- Fully insource: license, training, and direct software access.
When your team grows or your priorities change, you can seamlessly transition without losing any data or setup work.
And to help you out with that switch, you’ll receive a discount when you choose to move from managed services to the Coperitas software.
Why choose Managed Services?
Companies choose our transfer pricing managed services for Big-4 technical quality without the Big-4 cost. We provide immediate compliance through a proven methodology, with predictable fees and white-label delivery options.
Our focus is on practical, defensible documentation that stands up in practice. Built on an insource-ready framework, this model is ideal for scale-ups, SMEs, PE portfolio companies, CFOs, and firms needing compliant TP documentation without building a full function.
Immediate compliance
Big four quality without the cost
White-label deliverables
Affordable pricing
No need for TP knowledge
Option to insource later
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