Accounting PROVIDERS

Tax Solutions for Your Clients

Are you a service provider looking to enhance your portfolio and offer cutting-edge Tax solutions under your brand? At Taxually, our powerful VAT and Sales and Use Tax compliance platform are here to revolutionize the way your clients handle registration and compliance. With CrossTax and LumaTax, you can expand your service offerings, boost client satisfaction, and leave the complexities of tax-related tasks to us. Focus on what you do best: serving your clients.

Key Features and Benefits

Seamless Integration

Our platforms seamlessly integrate into your existing service offerings, ensuring a smooth transition for your clients. You can also benefit from our extensive library of plug-and-play integrations, including with many leading eCommerce and Enterprise accounting applications (Amazon, Shopify, Microsoft Dynamics, NetSuite, and others).

Access to data

With day-to-day compliance solved and access to data like never before, you can refocus on understanding your clients’ businesses and finding real value for your clients.

Extensive product features

Extensive system integrations

Tailored dashboards and data analytics

Comprehensive audit trails and reconciliations

Efficient and smart data adjustments and validations

VAT and GST filings in over 45 countries

Sales and Use tax filings throughout the USA

Advanced workflow

Managed services, including fiscal representation and tax notice management

CrossTax

CrossTax can be completely customized and white-labeled to match your brand identity. Your clients will see your logo, your company name, and your unique branding throughout the platform.

LumaTax

LumaTax, our state-of-the-art tax compliance platform, has reimagined the complexities of sales tax compliance, making it effortless for businesses of all sizes. With LumaTax, you can enhance your service portfolio, increase client satisfaction, and let us handle the intricacies of tax returns. Focus on what you do best: serving your clients.

Why Choose CrossTax and/or LumaTax for Your Clients

A team you can trust
Our founders are ex-big four partners and senior leadership with reputations for excellence forged over 35+ years.
Tax content you can rely on
Our tax content is maintained by a dedicated team of some of the world’s leading tax experts and enhanced by powerful AI tools.
Partnership approach
We actively work with our partners to improve our products and offerings, seeking feedback for our development roadmap and sharing best practices wherever possible.
Ready for the future
With the compliance burden constantly evolving and increasing, our technology was built with the future in mind. So our products are ready to handle new obligations, such as the European “VIDA” changes, e-invoicing, and new obligations in exotic countries.
Security your clients expect
Enterprise-grade security, including SOC II Type 2 certification, data encryption, single-sign-on, and advanced user and access management are all embedded into our technology stack.
Ways of working
We are able to work with you, however your business needs us.
Partnership
We can partner with you to go to market together. We take care of day-to-day compliance so you can focus on delivering value for your clients.
White label
Our solutions can be white labeled, allowing you to integrate our solutions under your branding as part of a wider product offering.
Powering back office processes
Have an existing shared service center and looking to increase productivity and automation? Our solutions can drive significant benefits.

How We Help You Advise Your Clients

1.

Survey your clients

Invite your clients to complete a brief survey to calculate their LumaTax Compliance Score™. This score with help you quickly identify who is most in need of Sales and Use Tax advisory services, including in-depth nexus analysis.

2.

Gather Transaction Data

Securely upload Amazon, Shopify, and any other source system transaction history; LumaTax will flag any errors or missing information - and automatically normalize and consolidate data for you. No pivot tables necessary.

3.

Determine state-by-state exposure

LumaTax generates an engaging state-by-state economic nexus analysis report. Configure it to fit your needs with a few clicks, and it's ready to share with your clients.

4.

Take Action

Use the report to help identify the best next steps for your client in each taxing jurisdiction.

Need to register? Let LumaTax handle the complexities of registering your client for sales tax and business licenses.

PRICING

Competitive pricing for everyone

For Pricing, please fill out the form below, and we will be in touch with you shortly.
Book a demo