White-label client experience
Present review and approval in a provider-branded portal configured for the client relationship.
Sales and use tax software for accounting firms.
For CPAs, accounting firms, and outsourced tax teams managing multiple clients. Bring sales tax, purchasing use tax, exemption evidence, review, and client approval into a provider-branded workflow.
01
Move client data from intake to calculation, review, approval, and filing preparation in one controlled workflow.
02
Give preparers, reviewers, and client approvers the right surface without exposing an unrelated vendor experience.
03
Standardize the operating model while keeping each client, entity, brand, and evidence trail separate.
Run every client through a repeatable operating model.
Each surface connects to a real product workflow. Availability depends on module, plan, configuration, and supported jurisdiction.
Portfolio workflow
Coordinate preparer, reviewer, and approver responsibilities across many clients and periods.
Flexible onboarding
Bring in client data through the user interface, bulk workflows, or supported APIs and integrations.
Review and exception control
Investigate, correct, annotate, or return work when source data, automation, or a filing lane needs intervention.
Move client work forward without copy-paste handoffs.
01
Onboard the client
Create the organization, locations, roles, branding, and first data route.
02
Prepare and review
Normalize inputs, investigate exceptions, and produce a client-ready period package.
03
Approve and follow through
Capture client decisions, corrections, evidence, and the next filing step without copy-paste handoffs.
Evaluate with one client and one filing period.
Bring a representative workflow to the working session. A useful evaluation should answer these questions before you commit your whole portfolio.
Can the team trust the handoff?
Trace a source file into calculation, exceptions, reconciliation, and a review package. Confirm which preparer, reviewer, or client approver owns each next action.
Review provider intake and API options →Can clients stay separate?
Check client scope, permitted locations, roles, and approval access. Review a missing-data case and verify that the system surfaces the missing evidence instead of completing the period with assumed values.
See organization and location controls →Who handles filing and payment?
Identify the supported output and submission process for each jurisdiction. Package preparation and client approval do not, by themselves, transmit a return or remit tax. Agree on the responsible person and the evidence you will retain.
Review filing preparation workflows →What is the full portfolio cost?
Scope clients, locations, users, integrations, and services in the provider quote. Public Starter and Professional prices describe business plans; they are not a portfolio-wide firm quote.
Model your quote’s annual cost →What this service model means across the portfolio.
Use these details to decide whether this is the right path before you spend time in a meeting.
One cockpit across clients
Filter work by client, state, period, and status, then move directly into the next required action.
Roles match the service model
Separate preparer, reviewer, client approver, and administrator responsibilities without duplicating workspaces.
Your brand stays visible
Configure provider identity and client-facing approval surfaces around the relationship you own.
Every client remains isolated
Keep organization, location, credentials, evidence, and filing context scoped to the correct client.
Multiple intake paths converge
Normalize files, integrations, provider API traffic, and controlled manual corrections into the same review pipeline.
Exceptions have an owner
Investigate, correct, annotate, assign, or return work when automation or source data cannot support a safe next step.
The client sees your relationship, not a maze of vendor screens.
Preparers organize the work, reviewers investigate and approve the package, and client approvers can review, annotate, or return corrections through a branded experience.
Preparer→Reviewer→Client approver
Bring us the real operating question.
We’ll focus the conversation on the data, controls, stakeholders, and outcome that matter to your team.
- Human review is a designed control: filing-ready outputs are approved by a reviewer, and unresolved facts fail closed instead of being guessed.
- Flat pricing per organization: $199/month Starter and $599/month Professional, with no per-state, per-filing, or per-transaction fees — plus a published à-la-carte module menu.
- The tax content is published and auditable: the Sales Tax Atlas carries 51 state and DC guides and 3,800+ county and city rate pages, each pinned to its official source.