Tax Solutions for 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
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
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/LumaTax for Your Clients
A team you can trust
Tax content you can rely on
Partnership approach
Ready for the future
Security your clients expect
Ways of working
Partnership
White label
Powering back office processes
How We Help You Advise Your Clients
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.
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.
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.
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.
See it in action
Form styling
Frequently asked questions
Do accounting firms need a purpose-built tax compliance platform for their clients?
As an accounting service provider, you’ll often face complex VAT and sales/use tax obligations for your clients. Partnering with a platform like Taxually lets you add global tax compliance capabilities under your brand and deliver better value to your clients.
How can I integrate tax compliance services into my existing accounting practice?
Taxually’s solution offers seamless integration with your current tools and workflows. You can white-label their VAT or sales tax platform and plug into your clients’ systems through existing accounting and e-commerce data feeds.
What tax services can I extend to clients using this tax compliance platform?
You can offer VAT and GST filings in more than 45 countries, US sales and use tax filings, audit-ready records, data analytics, and managed services like fiscal representation and tax-notice management.
Can I maintain my brand identity while using this tax compliance solution for my clients?
Definitely. Taxually supports white-labelling so the platform appears with your firm’s logo and branding, making it seamless for your clients and enhancing your service portfolio.
How do I identify which of my clients need advanced tax compliance support?
The platform includes tools for assessing client exposure, such as survey-based compliance scoring and automated nexus or VAT-threshold reports. These help you find clients who might be at risk and offer proactive advisory services.