TaxCloud for Accounting Firms & CPAs
Streamline sales tax compliance for your accounting firm and clients.
Executive Summary
TaxCloud for Accounting Firms & CPAs offers a specialized sales tax software and partnership program designed to help accounting firms and CPAs efficiently manage the sales tax obligations of their diverse client base. The platform automates complex sales tax calculations, exemption management, and filing processes across thousands of U.S. jurisdictions, ensuring compliance and reducing manual effort. The partnership program provides accountants with the tools and resources needed to confidently offer U.S. sales tax services to their clients, even if they are based internationally. This allows firms to expand their service offerings, enhance client satisfaction, and generate new revenue streams by simplifying a traditionally complex area of tax. The system integrates with various eCommerce platforms and accounting systems, consolidating sales tax data into a single, manageable dashboard.
Use Cases
- Automating sales tax calculations for client transactions.
- Managing sales tax exemptions for clients.
- Streamlining sales tax filing and remittance for multiple clients.
- Expanding accounting firm services to include U.S. sales tax compliance for clients.
- Consolidating sales tax data from various client platforms into a single view.
Features
Visibility
- Centralized Client Management: Manage sales tax compliance for all clients from a single, intuitive dashboard.
- Jurisdiction Monitoring: Track sales tax rates and rules across thousands of U.S. jurisdictions automatically.
- Exemption Certificate Management: Handle and track client exemption certificates to ensure accurate tax application.
Intelligence
- Real-time Sales Tax Calculation: Accurately calculate sales tax in real-time for transactions based on origin, destination, and product taxability.
- Streamlined Sales Tax (SST) Savings: Identify and leverage SST program benefits to reduce client sales tax costs.
Support
- Dedicated Partner Support: Access specialized support and resources tailored for accounting firms and CPAs.
- Developer Resources: Comprehensive API documentation and guides for seamless integration.
Technical Specifications
- Deployment
- SaaS
- API Available
- Yes
Integrations
- Shopify
- WooCommerce
Pricing
- Model
- Contact sales
- Starting Price
- Contact sales
- Target Customer
- SMB,Mid-Market
About TaxCloud
TaxCloud is a sales tax compliance platform that automates the calculation, collection, and filing of sales tax across all U.S. jurisdictions, serving over 4,000 e-commerce businesses. Founded in 2008, the company is headquartered in Norwalk, Connecticut, and offers services such as accurate sales tax calculations, automated tax collection, and tax reporting and filing services.