Staffing
Who you need, or how to refer it out instead.
Who you need
Staff or senior accountant Day-to-day review and approvals in the platform.
Manager or partner
Client conversations, exposure reviews and voluntary disclosures.
You don't need a dedicated SALT team to start. The platform automates monitoring, calculation and filing, and gives you one view across every client.
10 clients per accountant
5 hrs per client per month
Don't want to staff it? Refer it out.
You can still offer sales tax without doing the work. Pick per client.
Build it
You run it on a platform and bill your own fee.
Refer, stay in the loop
A partner does it. You keep a view of the client.
Hand it off A partner does everything.
Playbooks are educational and not tax or legal advice.