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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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Guided implementation of our boarding process, called Activation. You'll have secure client access to milestones, next steps, and contact information for dedicated support.

Secure and 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  

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.

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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.  


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Learn more about the TaxConnex® Difference.

Contact Us