Understanding sales tax permits
You’ve learned what states you have nexus in and you know where your products/services are taxable....
Submit monthly sales tax data, PII, and banking information through our encrypted client portal.
Guided implementation of our boarding process, called Activation. You'll have secure client access to milestones, next steps, and contact information for dedicated support.
Easy access to data, liability reports, funding requests and historical returns.
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
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.
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.