Sage Intacct Tax
Automate global tax compliance and gain real-time financial insights with AI-powered accuracy.
Executive Summary
Sage Intacct Tax provides a cloud-based solution for managing complex domestic and international tax compliance, including VAT and GST. It is designed for finance teams in mid-market to enterprise organizations, offering automated tax calculations, real-time rate updates, and audit-ready reporting. The platform integrates seamlessly with core financial management and third-party tax solutions to streamline processes, reduce manual effort, and ensure accuracy across multiple jurisdictions.
Use Cases
- Automating sales and use tax calculations for e-commerce and retail businesses.
- Ensuring compliance with VAT and GST regulations across multiple international entities.
- Streamlining tax reporting and filing processes for various jurisdictions.
- Managing exemption certificates to ensure accurate tax application.
- Consolidating tax data from multiple legal entities for unified financial reporting.
- Reducing audit risk through detailed transaction-level tax data and audit trails.
Features
Visibility
- Real-time Tax Dashboards: Provides customizable dashboards for immediate insights into tax liabilities, compliance status, and financial performance across entities.
- Multi-entity & Global Consolidations: Enables consolidation of financial and tax data from multiple entities and geographies, offering a unified view for complex organizations.
- Drill-down Reporting: Allows users to drill down into detailed transaction data from reports and dashboards for granular analysis and audit purposes.
- Comprehensive Audit Trails: Maintains detailed, unalterable audit trails for all financial and tax transactions, ensuring transparency and supporting regulatory compliance.
Intelligence
- Automated Tax Calculations: Automatically calculates sales tax, VAT, and GST based on up-to-date rates, rules, and jurisdictional information.
- AI-powered Anomaly Detection: Utilizes AI to identify unusual financial patterns and potential errors or fraud, enhancing data integrity and compliance.
- Sage Copilot for Workflow Automation: Generative AI assistant embedded in Sage Intacct to automate routine accounting tasks and provide workflow support, freeing up finance teams for strategic work.
- Predictive Analytics for Financial Forecasting: Leverages AI and ML to provide data-driven predictions for future financial health, aiding in strategic planning and resource allocation.
Support
- Online Help & Knowledge Base: Extensive online resources, documentation, and a community hub for self-service support.
- Customer Support Channels: Access to support via phone, email, and chat for assistance with product usage and issues.
- Certified Partner Network: Leverages a network of certified partners for implementation, customization, and specialized support.
- Sage University Training: Offers training and certifications to help users maximize their use of Sage Intacct.
Technical Specifications
- Architecture
- Cloud-native SaaS, Multi-tenant cloud
- Deployment
- Cloud/SaaS
- Authentication
- SSO, SAML 2.0, MFA, IP address filtering, strong password policies.
- API Available
- Yes
- MCP Server
- No
Infrastructure
- AWS
- Azure
AI/ML Stack
- Generative AI
- Machine Learning
- NLP
Security & Compliance
Certifications: SOC 1 Type II, SOC 2 Type II, ISO 27001, PCI DSS, HIPAA, GDPR, ISAE 3402 / ISAE 3000
Encryption: AES-256 equivalent at rest and SSL/TLS or IPSEC with at least 128-bit encryption in transit.
Pricing
- Model
- Tiered subscription, based on modules and users
- Starting Price
- Contact sales
- Target Customer
- Mid-market to Enterprise
- Contract Type
- Annual, Multi-year discounts available
- Free Trial
- Yes, 30 days (credit card required)
Ratings & Reviews
G2: 4.5/5 (2943 reviews) · Capterra: 4.2/5 (443 reviews) · Gartner: [object Object]/5
About sage
Business software company providing accounting, payroll, and payment solutions for small and medium-sized businesses. Global leader in cloud business management.