Client Success Stories

Case Study: Pilot GT’s Search for a Better Sales Tax Solution After Avalara

A telecom company was looking for a sales tax compliance solution that offered expertise, accuracy, and responsive support after a poor experience with Avalara.

Ideal Living Overcomes Challenges in Streamlining B2B Sales Operations

Los Angeles-based health & wellness company, must stay compliant with sales tax obligations nationwide

BODi Works to Understand Taxability of Multi-Product Bundled Offering

Understanding the taxability of a multi-product bundled offering across all states

Learn how TaxConnex helped.

Conco Services

Global service provider to industrial facilities needs to simplify their sales tax compliance process for their expanding business.

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WorthPoint Looks for a Way to Manage Their Growing Sales Tax Obligations Due to Economic Nexus

WorthPoint sells a subscription to their database, which is not considered tangible personal property and does not fall neatly into any software classification. The database is more closely aligned with an information service whose taxability varies greatly across the states. WorthPoint is headquartered in Atlanta, and in 2018, they only had employees living in two other states outside of Georgia. Before the South Dakota v. Wayfair decision, none of those states taxed WorthPoint’s digital subscriptions, so there was no sales tax obligation.

Learn how TaxConnex helped.

MAXPRO Needs Sales Tax Compliance For Rapidly Growing Business

Global fitness company needs a sales tax compliance process for their rapidly growing business

Learn how TaxConnex helped.

Dotmatics Tackles Sales Tax Headache During North American Expansion

Global software company needs to establish a process for sales tax as they expand into North America.

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Tellermate Deals with Inaccuracies from Former Sales Tax Provider

Managing growing sales tax obligation with limited resources and expertise while dealing with inaccuracies from their previous provider

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Granite City Electric Supply Co. Desires to Stay Ahead of Sales Tax Obligations As Sales Tax Obligations Grow

Granite City Electric Supply has 100 years of superior distribution of electrical products and with core values of respect, integrity, accountability and pride, it’s no wonder that ensuring compliance is a high priority for their finance department.

Learn how TaxConnex helped.

Wayfair Plus Heavy Sales During the Pandemic = Sales Tax Headaches for Wooden Puzzle Manufacturer, Nautilus Puzzles

Nautilus Puzzles was founded in 2003 as a traditional puzzle manufacturer and switched to manufacturing uniquely cut wooden puzzles in 2018. Based in California, the husband and wife founders had been managing their California sales tax filings easily, but when the South Dakota v. Wayfair Decision happened, their sales tax obligations suddenly had the potential to extend beyond their home state. 

Learn how TaxConnex helped.

25-year old trade show company gets sales tax solved so the show can go on

Picture this … you’re an expert trade show display fabricator who’s done projects around the world.

You’ve got 25 years in the business and are trusted by global brands like LEGO, New Balance, and Callaway Golf to design their elaborate, custom trade show exhibits.

Learn how TaxConnex helped.

Profisee Reduces SaaS Platform Risk

Dinah McQueen of Profisee discusses how they sought to reduce SaaS platform risk. 

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Force of Nature Finds One-Stop-Shop for Sales Tax Filing Needs

Mark Kost of HCI Cleaning Products discusses how Force of Nature needed a one-stop-shop to support their sales tax filing needs.

Learn how TaxConnex helped.

NHC's Compliance Needs Grow as Product Line Expands

Douglas Fabricatore discusses how NHC's evolving compliance needs required a new partnership. 

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Software Company Achieves Tax Compliance Through a VDA

Software company limits their look back period through a VDA with the help of TaxConnex before moving forward with investors

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Manufacturing Business Expects First Class Service from Sales Tax Provider

The manufacturing industry faces special complexities when it comes to sales tax. Many businesses in this industry have to look at each new job or project with a sales tax lens to understand their obligations and requirements. Each job could face different rules and regulations, especially when working on a national level.

Learn how TaxConnex helped.

Customer service makes all the difference for the leasing division of a large bank

Sales tax is complicated no matter the industry you are in. But the leasing industry brings out even more complicated nuances depending on the type of lease, support activities and even the leased item itself. That’s why this equipment finance division of a regional bank had chosen a large sales tax provider to manage their compliance. But, they weren’t getting the results they wanted.

Learn how TaxConnex helped.

Fast-growing telecom company looks to TaxConnex for complete sales tax support

Taxes imposed on telecom companies are some of the most cumbersome and complex of any industry. If not managed correctly, they could lead to heavy penalties and fines. That’s why this nationwide telecom company chose one of the Big Four to manage their tax compliance. They thought they were in good hands, but quickly realized they were spending more time overseeing the service and micromanaging the company than they were before they hired them. Additionally, too many notices were going unanswered, leaving them at risk for errors, penalties, and fees.

Learn how TaxConnex helped.

Software Company Looks for a Consistent Process to Manage their Zero Due Returns

The majority of their customers are government agencies, which are generally tax-exempt. Regardless, they are required to be registered for sales tax purposes and report their gross and exempt sales. Furthermore, they are required to collect sales tax from their taxable customers in multiple states. 

Learn how TaxConnex helped.

Domestic manufacturer with nationwide sales changes sales tax vendors

Picture this … you’re a domestic manufacturer with a quickly expanding nexus footprint.

Business is booming nationwide, which means you need to be collecting and remitting sales tax in multiple jurisdictions. 

Learn how TaxConnex helped.

Leading communications company looks to solve VoIP nexus issues with TaxConnex

As a global company that has been in business for more than three decades, this business understood sales tax, but when it entered into the VoIP space, things got a bit more difficult. The abundance of local jurisdictions requiring the collection and remittance of various taxes made it difficult to determine all of the filing requirements.

Learn how TaxConnex helped.

Technology solutions provider with rapidly expanding nexus

Picture this … you’re a tech solutions provider with a quickly expanding nexus footprint.

You're based in Chicago, but business has been expanding across the US. Your focus has been on these booming sales, not your growing nexus. 

Learn how TaxConnex helped.

New York Based VoIP Provider Facing Unexpected Audit

Picture this … you're a VoIP service provider in New York.

Being in the telecommunications industry, you assume you only need to charge sales tax in your home state, right? Wrong.

Learn how TaxConnex helped.

Software Developer Choosing Between Technology and Service

Picture this … you're a software developer, providing software to clients nationwide.

You've chosen a popular sale tax software provider without realizing they can't assist with the knowledge required to comply with the vast array of sales and use tax laws and reporting requirements.

Learn how TaxConnex helped.

Pharmaceutical Supplier Facing Acquisition Needs Sales Tax Provider

Picture this … you're a CFO at a pharmaceutical supplier in the process of being acquired.

As part of due diligence, you need to sign a statement that all taxes are current and in good standing. However, a recent nexus and taxability review uncovered as many as 10 states with tax exposure. Nothing has been done with this information. 

Learn how TaxConnex helped.