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Steamline your filing and reporting process with access to our secure client interface.

Direct Access to All Your Data in our Client Portal

Data Security

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Submit monthly sales tax data, PII, and banking information through our encrypted client portal.

Guided Implementation of Activation

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You'll have secure client access to milestones, next steps, and contact information for dedicated support. Everything you need for a smooth activation process. 

Secure & Easy Access to Data & Reports

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Easy access to data, liability reports, funding requests and historical returns. 

Streamlined Client Experience and
Enhanced Data Security

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Visual Guide Through Activation

Client Connexion gives new clients a guided implementation of our on-boarding process, or as we call it, Activation. 

The dashboard gives clients a visual journey of what is needed to complete the set-up, registrations, and on-going monthly filings all while providing milestone dates, next steps and direct access to your Client Activation Manager. 

Learn more about TaxConnex's dedication to service 

Streamlined Process to Upload and View Needed Data

Clients will use a secure login to access and send  monthly sales tax data, review cash requests, pull reports and tax returns and view historical data. 

Having a single encrypted portal to send and access this data adds an extra layer of security and reduces manual processes creating a more streamlined experience for clients and practitioners. 

Get Started with TaxConnex →

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Commitment to Effective Processes, Controls and Compliance

For over a decade, TaxConnex has successfully completed a Type II Service Organization Controls (SOC) examination.  This examination covers the internal controls related to the compliance and payment processing activities and general computer controls in accordance with the AICPA security, availability, processing integrity, confidentiality, and privacy trust categories.  

Client Connexion exemplifies TaxConnex’s ongoing commitment to our users and the assurances provided regarding the suitability of the design and operating effectiveness of our internal controls as they relate to our sales tax compliance processes, systems, and security.  

TaxConnex will register companies in different states for us. They'll handle the returns for us. They handle the payments for us, they will handle the notices. So it's a complete package as far as I'm concerned
I was skeptical at first hearing about how they could get us caught up and in compliance in nearly 17 states. I had been working on voluntary disclosures with another company for nearly a year with little to no success. This meant they needed to step in and handle over 10 voluntary disclosures, registrations, and back sales tax filings. Immediately we had a team in place, and we were off and running exchanging data and ideas. Within 2 months, nearly all of the voluntary disclosures were taken care of! Our dedicated service rep is in constant communication on our monthly and quarterly filings
Our processes now are so simple which has given our team back some much-needed time as our expansion has led to various bigger projects within the company.  It has become much easier to keep the process paperless as everything is done online, and we no longer must do the manual calculations every month to reconcile our reports. Now, we just verify our numbers with our system and then send it off to [our practitioner] to handle the rest.
In comparison to other service providers we work with, TaxConnex is the most thorough and responsive. They are quick to address concerns and we aren’t having to send reminders to look at what we send them. We feel like a priority and that we truly have a partner in the process.
I like that the platform provides visibility to all the filings!
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Cheryl Solaris, TDS
Chris Taphouse - Controller, Covenant Eyes
Lorin Welsh - Sales Tax Account / Project Cost Accountant, Conco Services
Katie Amiri - BODi (formerly BeachBody)
Lina Pinskaya, Controller - IDEAL LIVING

Contact TaxConnex® Today.

Learn more about the TaxConnex® Difference, and how we help businesses like yours to reduce the stress and anxiety of managing sales tax.