The challenges of document management

Keeping track of transfer pricing documents isn’t always a walk in the park. There are deadlines that can creep up and documents that expire. Let’s not even get started on juggling policies across different countries.

It’s a lot and it can feel overwhelming at some point. Here’s what you’re up against:

➡ Without the right process, important information can easily slip through the cracks.

➡ That can lead to serious risks, like non-compliance.

➡ And non-compliance? Result in costly penalties.

We’re here to help you avoid all of that.

 

Avoid missed deadlines and late filings

Keeping track of multiple deadlines across jurisdictions is a pain.

Coperitas ensures no deadline slips past you by providing real-time tracking and automated reminders.

Prevent misalignment with TP policies

Consistency is key in transfer pricing.

Our platform ensures your pricing strategies align with internal policies and local regulations, minimizing differences.

 

Keep workflow consistent

Getting the right information means endless emails and hoping they respond, don’t lose it, or have what’s needed.

Our platform keeps your company organized with automated task reminders and review notifications.

Stay ahead of local compliance requirements

Different countries have varying requirements, and staying compliant becomes more difficult with every entity you add.

We track jurisdiction-specific requirements and ensures your documentation meets all local needs.

How our Document Manager solves these challenges

Our main goal was to create a system where you can easily store and find the latest version of your documents. This means it’s all in one place, easy to access, and effortless to update. Additionally, the system reminds you of your upcoming deadlines.

 

Monitoring and dashboards

Everything under control

You get customizable dashboards that give you a clear, real-time view of everything that matters—from deadlines to document statuses. We can help you set up your dashboards using our expertise.

Everything in place

You’ll have peace of mind knowing your TP processes are under control. You’re not just monitoring—you’re mastering compliance, freeing up your team to focus on the big picture.

In short: you’re reducing risk, avoiding penalties, and saving time and effort.

Managing documents and deadlines

No more surprises

Forget manually tracking deadlines in your calendar. Our system gives you an overview of deadlines and even sends email reminders when action is needed.

Deadlines

Each entry in the system supports 2 deadlines, an internal and an external deadline, allowing you to build in extra time for review and revisions.

Expirations

For any document uploaded to the Document Manager, you can track multiple variables: the type of document, its language, its validity period, and the entity it relates to. These documents can range from inter-company contracts to policy documents that need to be reviewed or revised periodically.

Some of our clients even upload documents not related to transfer pricing!

Compliant documentation

Effortless compliance

Compliance within the transfer pricing discipline is about meeting all regulations, both national and international. More and more countries around the world are implementing regulations for transfer pricing documentation. Different countries can have various transfer pricing compliance requirements, and all these requirements have transfer pricing deadlines.

Compliant documentation

By integrating the monitoring features with your TP documentation process, we help you stay compliant effortlessly. This means fewer risks and more time to focus on strategic goals.

We also have several extra services:

  • Country-by-Country Reporting (CbCR) data can be assessed for potential risks.
  • The Operational TP Module allows for managing the margins.
  • The TP Calendar, contains all relevant deadlines for TP Documentation worldwide. When you use this add-on, all relevant document deadlines are added to your Document Manager.

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