Use the module you need
Start with calculation, filing, purchasing tax, certificates, reconciliation, or another immediate control point.
A tax operation built to grow with the business
Use one module where the control gap sits, or coordinate the full sales and use tax operation across entities, jurisdictions, systems, reviewers, and filing obligations.
Connect the full operation
Coordinate reviewed work across modules without turning sales and purchasing into one invented data set.
Expand without starting over
Add integrations, roles, entities, jurisdictions, and AI agent access as the operation grows.
Fit ITMS where the business needs it.
Choose one control point or coordinate the operation as a whole. A working session maps your entities, data routes, review roles, jurisdictions, and filing responsibilities to a concrete first workflow.
Your first control pointCalculate → review → reconcile → prepare to file
Use only the steps and modules the operation needs. Availability depends on plan, configuration, integration, and jurisdiction.
Modular where you need it. Connected where it matters.
Each capability can solve a specific operating problem. Together they create a reviewable path from source data to the right numbers on the right returns.
01
Calculation and determination
Ingest transaction data, apply supported jurisdiction, product, exemption, and transaction context, then retain the inputs behind the result.
Explore this workflow →02Compliance and filing
Move from period review and reconciliation to filing-ready workpapers and supported electronic filing lanes where available.
Explore this workflow →03Purchasing and use tax
Review vendor-charged tax, identify accrual exposure and overpayments, and prepare supported use tax outputs in a separate engine.
Explore this workflow →04Exemption certificates
Collect, validate, track, renew, and connect sales and purchasing certificates to the tax decisions they support.
Explore this workflow →05Reconciliation and close
Tie source systems, tax engines, preparer totals, and filed-return totals together with explicit exceptions and signoff.
Explore this workflow →06Risk and recovery
Separate exposure from recoverable overpayments and preserve the evidence behind approved remediation work.
Explore this workflow →07Analytics and reporting
Give operators and reviewers a clear view of exposure, readiness, exceptions, and data quality across active modules.
Explore this workflow →08API and AI agent access
Connect approved systems and AI agent runtimes to documented interfaces with scoped credentials and explicit authority.
Explore this workflow →Bring us the operation you are trying to improve.
We will focus the conversation on the modules, systems, controls, stakeholders, and first measurable outcome.
- AI-native since 2019: AI reads your documents, classifies every transaction for taxability, validates exemption certificates, and answers questions in-app — checked against published state rules, with a person approving every material decision.
- Human review is a designed control: filing-ready outputs are approved by a reviewer, and unresolved facts fail closed instead of being guessed.
- 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.
- Marketplace-facilitator sales are recognized and treated distinctly from direct sales, so facilitator-collected tax is not double-counted.