Great Lakes Sales Tax Automation

We are certified sales tax implementors tailoring our services to our client's business needs.  Our goal is to help our clients integrate systems, processes, and procedures to effectively manage sales and use tax within their  business structure. 

 Health check services are a review of our clients 3rd party tax software configuration with recommendations for improvements to your software and/or sales tax processes.

We offer a comprehensive list of exemption certificate services including assistance with campaigns, certificate analysis, adoption, reporting, and migration.

 We offer training in 3rd party tax software systems including Avalara, One Source, Sovos, and Vertex.  Tax software user training is essential for professionals to learn the day to day functionality as well as how to keep the software compliant.

If a business is struggling filing sales tax returns on time or if notices are piling up, we can help. Our tax resolution services include analysis of notices received, contacting the states on your behalf if required, and helping to resolve any sales tax compliance issues.

Our sales tax advisory services include training and consulting on day-to-day management of the sales tax role, business processes as it relates to the sales tax function, product / service taxability, and sales and use tax nexus review and registrations.