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Index › Finance › Function 06 of 6 · November 2026 Edition
November 2026 Edition

Tax and compliance

Obligations: sales tax, tax provision, e-invoicing mandates and the controls behind financial reporting. 6 of 8 categories scored, 2 planned.

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Standing in tax and compliance

First-choice share across the direct, paraphrase, budget and scale prompts, all fourteen models, for the six tax and compliance categories scored in the November 2026 Edition.
Tax and compliance
AML and transaction monitoring
Small business and mid-market share a leader. Enterprise differs.
ComplyAdvantageContested
SMB
29%▲+9Since October 2026: 20% → 29%, +9 points. Inside the 10-point floor: within noise.
Mid-market
39%▲+6Since October 2026: 33% → 39%, +6 points. Inside the 10-point floor: within noise.
NICE ActimizeContested
Enterprise
38%▲+2Since October 2026: 36% → 38%, +2 points. Inside the 10-point floor: within noise.
Tax and compliance
Sales tax automation
A different leader in every segment
TaxJarContested
SMB
30%▼−3Since October 2026: 33% → 30%, −3 points. Inside the 10-point floor: within noise.
Avalara AvaTaxContested
Mid-market
36%▲+4Since October 2026: 32% → 36%, +4 points. Inside the 10-point floor: within noise.
VertexClear leader
Enterprise
55%▲+7Since October 2026: 48% → 55%, +7 points. Inside the 10-point floor: within noise.
Tax and compliance
Internal controls and SOX
A different leader in every segment
ComplyJetContested
SMB
15%↗new leaderNew leader since October 2026: ComplyJet (15%) replaces Vanta (14% then, 14% now), 1 point clear, inside the 10-point floor.
FloQastContested
Mid-market
23%▼−2Since October 2026: 25% → 23%, −2 points. Inside the 10-point floor: within noise.
Workiva tiedContested
Enterprise
23%↗new leaderNew leader since October 2026: Workiva (23%) replaces AuditBoard (23% then, 23% now), 0 points clear, inside the 10-point floor.
Tax and compliance
Global e-invoicing compliance
Mid-market and enterprise share a leader. Small business differs.
XeroContested
SMB
29%▲+9Since October 2026: 20% → 29%, +9 points. Inside the 10-point floor: within noise.
Avalara E-InvoicingContested
Mid-market
22%▼−3Since October 2026: 25% → 22%, −3 points. Inside the 10-point floor: within noise.
Enterprise
26%↗new leaderNew leader since October 2026: Avalara E-Invoicing (26%) replaces Sovos Compliance Network (25% then, 18% now), 8 points clear, inside the 10-point floor.
Tax and compliance
Transfer pricing
A different leader in every segment
myTransferPricingClear leader
SMB
40%↗new leaderNew leader since October 2026: myTransferPricing (40%) replaces TPGenie (30% then, 5% now), 35 points clear, past the 10-point floor.
TPGenieContested
Mid-market
21%▼−9Since October 2026: 30% → 21%, −9 points. Inside the 10-point floor: within noise.
AibidiaContested
Enterprise
24%▲+6Since October 2026: 18% → 24%, +6 points. Inside the 10-point floor: within noise.
Tax and compliance
Corporate tax provision
A different leader in every segment
TaxAct BusinessContested
SMB
29%▲+1Since October 2026: 28% → 29%, +1 point. Inside the 10-point floor: within noise.
Bloomberg Tax ProvisionContested
Mid-market
19%↗new leaderNew leader since October 2026: Bloomberg Tax Provision (19%) replaces Thomson Reuters ONESOURCE Tax Provision (21% then, 17% now), 2 points clear, inside the 10-point floor.
Thomson Reuters ONESOURCE Tax ProvisionClear leader
Enterprise
77%▲+31Since October 2026: 46% → 77%, +31 points. Past the 10-point floor: movement.

Next in tax and compliance

Planned categories are in the build queue and are scored exactly like every other.
Tax research and AI plannedTransfer pricing planned
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