Exactera launches the Client Excellence Organization
Turning tax advisory from a series of deliverables into an ongoing strategic relationship
NEW YORK, 7.1.2026 — Exactera, the AI-enabled tax services firm purpose-built for international, indirect, and incentive tax, today announced the launch of its Client Excellence Organization (CXO). Effective June 1, 2026, every Exactera client is assigned a dedicated Client Partner (CP), a senior tax practitioner with end-to-end ownership of the relationship across every engagement.
The CP is a domain expert who knows what it takes to defend a tax position, navigate internal systems, and build a business case that earns executive support. As the named owner of the client relationship from contract signing forward, the CP carries the institutional context across engagements so the work compounds rather than restarts.
“Tax leaders have been told for years to get a seat at the table. The CXO is how we help them actually get there.”
— Mimi Song, Chief Client Officer, Exactera
What the Client Partner owns
The CP is accountable for the whole arc of the relationship. That means active ownership during delivery, where the CP coordinates the engagement, surfaces issues early, and makes sure the work reflects what the client actually needs. It also means active ownership between engagements, where most tax advisory relationships go quiet and value erodes.
The CP knows the client’s data history, organizational dynamics, regulatory exposure, and the context behind decisions already made. That institutional knowledge is captured in a shared resource the client’s team can access, so a new engagement starts with the history of the last one intact, and a change of contact on either side does not reset the relationship.
Beyond the deliverable
The CXO launches with a portfolio of engagements designed around the problems no deliverable has ever solved on its own.
Tax technical workshops, eligible for CPE credit, leave the client’s team with knowledge they can own, explain internally, and use to make better decisions about what is defensible and what it means for their audit posture.
Innovation hackathons put Exactera practitioners hands-on with the client’s finance, IT, and tax teams using real data, demonstrating what AI can do in their environment and building the data infrastructure that makes future engagements faster and cleaner.
Change management workshops bring the right internal stakeholders into the room with the right framing, building the alignment that turns a tax engagement into a company-wide capability.
Strategic advisory reviews surface the regulatory and structural changes most likely to affect the client’s specific business, before they show up as problems the client is managing reactively.
The technology is table stakes. The partnership is the differentiator.
For years, the case for investing in tax technology was straightforward. Reduce cost, reduce risk, bring a level of transparency to tax positions that manual processes could never reliably deliver. Companies made those investments and most of them worked. Compliance became more defensible. Documentation became more consistent. The fundamental calculus of running a tax function improved.
AI is changing the calculus again. What used to take weeks of manual benchmarking and report preparation can be done in a fraction of the time, with greater precision and deeper coverage than any team of analysts could produce alone. Exactera’s platform is built on that capability.
But technology, including AI, reaches a ceiling. It accelerates the work you’ve already defined. It does not align your finance operations team with your tax strategy. It does not help your tax director build a business case for a CFO who sees tax as a cost center. It does not create the institutional knowledge that survives turnover, or the relationships that make cross-functional cooperation possible.
“I’ve watched organizations try to solve tax complexity by adding headcount, adding vendors, adding layers. The problem was never a shortage of diligence. It was a shortage of ownership, continuity, and genuine understanding of how the tax department connects to the rest of the business. That is what we are changing.”
— Mimi Song, Chief Client Officer, Exactera
