{"id":29614,"date":"2020-09-09T23:10:00","date_gmt":"2020-09-09T23:10:00","guid":{"rendered":"https:\/\/www.orioninnovation.com\/insights\/case-studies\/automation-of-partnership-tax-allocations-aggregations-process\/"},"modified":"2026-07-21T08:42:58","modified_gmt":"2026-07-21T08:42:58","slug":"automatizacion-del-proceso-de-asignaciones-y-agregaciones-de-impuestos-de-sociedades","status":"publish","type":"case_studies","link":"https:\/\/www.orioninnovation.com\/es\/insights\/case-studies\/automatizacion-del-proceso-de-asignaciones-y-agregaciones-de-impuestos-de-sociedades\/","title":{"rendered":"Automatizaci\u00f3n del Proceso de Asignaciones y Agregaciones de Impuestos de Sociedades"},"content":{"rendered":"\n<div class=\"wp-block-group content-wrapper is-layout-constrained wp-block-group-is-layout-constrained\">\n<div class=\"wp-block-columns case-study-stats-card-wrapper is-layout-flex wp-container-core-columns-is-layout-8f761849 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<div class=\"wp-block-group case-study-stats-card is-layout-constrained wp-block-group-is-layout-constrained\">\n<h2 class=\"wp-block-heading case-study-stats-card-title case-study-stats-card-title-1\" id=\"h-80\">80%<\/h2>\n\n\n\n<p class=\"case-study-stats-card-desc wp-block-paragraph\">Reducci\u00f3n del tiempo de ciclo en c\u00e1lculos y preparaciones fiscales para el proceso de Asignaci\u00f3n de Impuestos de Sociedades.<br><\/p>\n<\/div>\n<\/div>\n<\/div>\n\n\n\n<p class=\"gray-text wp-block-paragraph\">El cliente es una empresa l\u00edder en impuestos y auditor\u00eda en los Estados Unidos.\u00a0<br><\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-group is-layout-constrained wp-block-group-is-layout-constrained\">\n<h2 class=\"wp-block-heading section-title-medium\" id=\"h-desafio\">Desaf\u00edo\u00a0<\/h2>\n\n\n\n<div class=\"wp-block-group content-wrapper is-layout-constrained wp-block-group-is-layout-constrained\">\n<p class=\"gray-text wp-block-paragraph\">El proceso de Asignaciones de Impuestos de Sociedades del cliente (Private\u00a0Equity, Hedge\u00a0Funds, etc.) era un proceso completamente manual que involucraba hojas de c\u00e1lculo para la recopilaci\u00f3n de datos, los c\u00e1lculos y la preparaci\u00f3n fiscal. Hab\u00eda una colaboraci\u00f3n limitada entre los preparadores de impuestos debido a la naturaleza manual del proceso. El cliente buscaba unificar sus datos y desarrollar procesos m\u00e1s eficientes.\u00a0<\/p>\n<\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-group is-layout-constrained wp-block-group-is-layout-constrained\">\n<h2 class=\"wp-block-heading section-title-medium\" id=\"h-solucion\">Soluci\u00f3n\u00a0<\/h2>\n\n\n\n<div class=\"wp-block-group content-wrapper is-layout-constrained wp-block-group-is-layout-constrained\">\n<p class=\"gray-text wp-block-paragraph\">Orion desarroll\u00f3 una soluci\u00f3n basada en\u00a0cloud\u00a0para transformar los procesos heredados y de Excel en una Plataforma de Asignaciones web modular, escalable e integrada, con las siguientes capacidades:\u00a0<\/p>\n\n\n\n<ul class=\"wp-block-list has-light-gray-color has-text-color has-link-color wp-elements-a01e502e2424f64296c9ffd6026b4c56\">\n<li>Gesti\u00f3n centralizada de compromisos, planes de cuentas (incluidas las notas al pie) y datos de socios. Contenido reutilizable entre pr\u00e1cticas, clientes, fondos y entidades.\u00a0<\/li>\n\n\n\n<li>Integraci\u00f3n automatizada. Facilita la integraci\u00f3n directa con sistemas posteriores (GoSystems, CCH, etc.).\u00a0<\/li>\n\n\n\n<li>Permisos y control de acceso configurables. Control administrativo sobre qui\u00e9n puede acceder a qu\u00e9 clientes, proyectos o informes, as\u00ed como qu\u00e9 derechos tienen sobre los datos y las funcionalidades.\u00a0<\/li>\n\n\n\n<li>Potentes capacidades de diagn\u00f3stico que capturan errores, advertencias y anulaciones de forma anticipada. Reducci\u00f3n de errores de presentaci\u00f3n, configurable para todas las entradas y c\u00e1lculos del sistema.\u00a0<\/li>\n\n\n\n<li>Adaptaci\u00f3n a los cambios en la reforma fiscal con herramientas administrativas s\u00f3lidas. Reasignaci\u00f3n de cuentas y l\u00edneas fiscales, ajuste de f\u00f3rmulas y l\u00f3gica, y distribuci\u00f3n de actualizaciones a toda la base de usuarios sin intervenci\u00f3n del equipo de desarrollo.\u00a0<\/li>\n\n\n\n<li>Distribuci\u00f3n de la carga de trabajo entre m\u00faltiples usuarios. Fomento de la colaboraci\u00f3n mediante comentarios y notas a nivel de campo.<\/li>\n\n\n\n<li>Aprovechamiento del rendimiento de c\u00e1lculo escalable basado en servidor. Habilitaci\u00f3n de c\u00e1lculos detallados para m\u00faltiples portafolios y\u00a0side\u00a0pockets.\u00a0<\/li>\n\n\n\n<li>Historial de auditor\u00eda detallado y trazabilidad hasta los datos proporcionados por el cliente. <\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">El historial de revisiones a nivel de campo permite rastrear hasta los datos de entrada originales y revertir el sistema a versiones anteriores. Gesti\u00f3n centralizada de compromisos, planes de cuentas (incluidas las notas al pie) y datos de socios. Contenido reutilizable entre pr\u00e1cticas, clientes, fondos y entidades.\u00a0<\/p>\n<\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-group is-layout-constrained wp-block-group-is-layout-constrained\">\n<h2 class=\"wp-block-heading section-title-medium\" id=\"h-impacto\">Impacto\u00a0<\/h2>\n\n\n\n<div class=\"wp-block-group content-wrapper is-layout-constrained wp-block-group-is-layout-constrained\">\n<p class=\"wp-block-paragraph\">El cliente logr\u00f3 ahorrar hasta un 80% de su tiempo de ciclo en c\u00e1lculos y preparaciones fiscales para el proceso de Asignaci\u00f3n de Impuestos de Sociedades. Mejor\u00f3 la precisi\u00f3n de sus c\u00e1lculos fiscales y redujo las ineficiencias en el procesamiento de datos. Mejor\u00f3 la colaboraci\u00f3n con sus partes interesadas gracias a datos m\u00e1s oportunos, transparentes y precisos. Tanto la experiencia del usuario como el proceso de gesti\u00f3n de clientes mejoraron significativamente con la nueva plataforma.\u00a0<br><\/p>\n<\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-group is-layout-constrained wp-block-group-is-layout-constrained\">\n<h2 class=\"wp-block-heading section-title-medium\" id=\"h-enlaces-relacionados\">Enlaces relacionados<\/h2>\n\n\n\n<div class=\"wp-block-group btns-container is-layout-constrained wp-block-group-is-layout-constrained\">\n<div class=\"wp-block-group btn-with-arrow learn-more-btn is-layout-constrained wp-block-group-is-layout-constrained\">\n<p class=\"btn-with-arrow learn-more-btn wp-block-paragraph\"><a href=\"https:\/\/www.orioninnovation.com\/es\/industrias\/servicios-profesionales\/\">Servicios profesionales<br><\/a><\/p>\n\n\n\n\n\n<figure class=\"wp-block-image size-large style-svg arrow-style\"><a href=\"https:\/\/www.orioninnovation.com\/es\/industrias\/servicios-profesionales\/\"><img loading=\"lazy\" decoding=\"async\" width=\"33\" height=\"24\" src=\"\/wp-content\/uploads\/2026\/01\/light-blue-arrow.svg\" alt=\"\" class=\"wp-image-17348\"\/><\/a><\/figure>\n<\/div>\n\n\n\n<div class=\"wp-block-group btn-with-arrow learn-more-btn is-layout-constrained wp-block-group-is-layout-constrained\">\n<p class=\"wp-block-paragraph\"><a href=\"https:\/\/www.orioninnovation.com\/es\/servicios\/datos-y-analitica\/\">Datos y Anal\u00edtica<\/a><\/p>\n\n\n\n\n\n<figure class=\"wp-block-image size-large style-svg arrow-style\"><a href=\"https:\/\/www.orioninnovation.com\/es\/servicios\/datos-y-analitica\/\"><img loading=\"lazy\" decoding=\"async\" width=\"33\" height=\"24\" src=\"\/wp-content\/uploads\/2026\/01\/light-blue-arrow.svg\" alt=\"\" class=\"wp-image-17348\"\/><\/a><\/figure>\n<\/div>\n<\/div>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>80% Reducci\u00f3n del tiempo de ciclo en c\u00e1lculos y preparaciones fiscales para el proceso de Asignaci\u00f3n de Impuestos de Sociedades. El cliente es una empresa l\u00edder en impuestos y auditor\u00eda en los Estados Unidos.\u00a0 Desaf\u00edo\u00a0 El proceso de Asignaciones de Impuestos de Sociedades del cliente (Private\u00a0Equity, Hedge\u00a0Funds, etc.) era un proceso completamente manual que involucraba &hellip; <a href=\"https:\/\/www.orioninnovation.com\/es\/insights\/case-studies\/automatizacion-del-proceso-de-asignaciones-y-agregaciones-de-impuestos-de-sociedades\/\">Continued<\/a><\/p>\n","protected":false},"author":17,"featured_media":11712,"menu_order":0,"comment_status":"open","ping_status":"closed","template":"","class_list":["post-29614","case_studies","type-case_studies","status-publish","has-post-thumbnail","hentry"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v28.0 (Yoast SEO v28.0) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Transforming Partnership Tax Operations Through Automation<\/title>\n<meta name=\"description\" content=\"Learn how Orion automated tax allocations and aggregations for partnerships, reducing cycle times by 80% and dramatically improving accuracy and collaboration.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.orioninnovation.com\/es\/insights\/case-studies\/automatizacion-del-proceso-de-asignaciones-y-agregaciones-de-impuestos-de-sociedades\/\" \/>\n<meta property=\"og:locale\" content=\"es_ES\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Automatizaci\u00f3n del Proceso de Asignaciones y Agregaciones de Impuestos de Sociedades\" \/>\n<meta property=\"og:description\" content=\"Learn how Orion automated tax allocations and aggregations for partnerships, reducing cycle times by 80% and dramatically improving accuracy and collaboration.\" \/>\n<meta property=\"og:url\" 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