SECTION 3 OF 6

Tools for the job

The platforms that do the heavy lifting.

What a sales tax platform does

Watches nexus Flags when a client crosses a state threshold.
Registers Sets the client up in each new state.
Calculates Right rate on every sale, every state.
Files and pays Returns go out on time, automatically.
Handles notices State letters get answered.
Cleans up the past Back-filing and voluntary disclosures.

Two ways to use one

OPTION A Refer the client to them They run it end to end. You stay the trusted advisor.
OPTION B Offer it yourself, on their tool Your team runs it in the platform. You set the price.
Compare REFER OFFER IT YOURSELF
Who does the work The platform's team Your team, in the platform
Who bills the client The platform You
Your revenue Referral fee, if any Your own monthly fee
Your time Almost none About 5 hrs per client a month
Client relationship Shared Yours
Best for Firms not ready to staff it Firms ready to grow advisory

Platforms

Kintsugi Sales tax automation platform
Build it You run clients on its multi-client dashboard and bill your own fee. White label available.
Refer, stay in the loop Kintsugi handles compliance and the client pays them. You keep a view.
Hand it off Kintsugi handles everything for the client.
  • Nexus monitoring is free on every plan.
  • 40+ no-code integrations, plus CSV upload.
  • Loads up to four years of sales history.
  • Covers the US, Canada, EU, UK and 100+ countries.
Refer a client through Ping Visit website
Zamp Managed sales tax compliance
All paths [What Zamp does for firms on each path]
  • [Details from Zamp]
Refer a client through Ping Visit website
Avalara Sales tax software and managed filing
All paths [Details TBD]
  • Not a Ping partner. Listed so you can compare.
Visit website
TaxJar Sales tax software
All paths [Details TBD]
  • Not a Ping partner. Listed so you can compare.
Visit website
Anrok Sales tax for software companies
All paths [Details TBD]
  • Not a Ping partner. Listed so you can compare.
Visit website
Numeral Managed sales tax filing
All paths [Details TBD]
  • Not a Ping partner. Listed so you can compare.
Visit website

Ping partners are marked. [Disclosure: how Ping partners work and any referral fees.]

Playbooks are educational and not tax or legal advice.