Tools and Training

Arming accountants with the stuff of greatness…at least state and local tax greatness.

Tools to Diagnose Sales Tax Risk

Arming accountants to lower client sales tax risk.


Client Nexus Survey

Help your clients know if they are at risk for sales tax non-compliance.


Transactional Tax Compliance Assessment

Assess if your clients’ businesses are hampered by compliance inefficiency or exposure to risk.

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Sales Tax Audit Risk Diagnostic Tool

We’ve partnered with Peisner Johnson LLP to assess your clients’ exposure to audits for sales tax.

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Training and Demos

Tips, tricks and online learning to help keep your clients compliant.

Automated Compliance Solutions

Solutions for your clients to serve the masses, one transaction at a time.

Whitepapers & Guides

Sales tax topics to help you keep your clients on their toes. Share these papers with them.