March 09 - 11, 2026
JW Marriott Grande Lakes, Orlando
TAXOLOGY is an operational tax software solutions and service provider. Our primary solutions are Protocol and Stream. With Protocol our clients monitor and manage their custodian’s withholding tax service on the global public equities and fixed income investment portfolios and recover any withholding tax that falls outside the scope of the custodian’s tax service offering. As an add-on service to this solution we help our clients recover withholding tax anywhere in the world. Stream is a central cloud repository and collaboration platform for US state tax notices where notices can be stored, managed and processed efficiently.