CPA Advantage

A trend in the industry has accelerated as more CPA firms are entering the sales tax outsourcing business. The largest accounting firms are leading the way and regional and local CPA firms are beginning to react. However, the necessity to provide sales tax outsourcing services is counter balanced by the upfront cost to purchase software and develop the infrastructure and process to serve clients with excellence.

CPA Advantage is the first of its kind full service sales and use tax solution designed for use by CPA firms. The program provides CPA firms with a turn-key sales tax outsourcing solution for serving clients with no upfront cost. TaxConnex provides a complete workflow solution including: data translation; return preparation software; a treasury process for tax payment processing subjected to SSAE 16 audit standards; and administrative support to mail the returns to the jurisdictions and image and store the returns and payment confirmations in a secure client portal.

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Benefits of CPA Advantage

  • Leverage existing client relationships
  • Lock-out the competition
  • Increase client intimacy through the monthly compliance process
  • Build a predictable, recurring revenue stream

For more information about CPA Advantage and our turn-key sales tax outsourcing program, please contact Brian Greer at brian.greer@taxconnex.com or via phone at 678-397-1532.