Sales tax services for CPA's and Bookkeepers
Offload sales tax, keep your focus.
We handle multi-state sales tax for your clients — assessment, registration, filing, and audit support — so your firm stays focused on the work that grows the practice.
The Challenge
Sales tax pulls firms off course
Your clients have outgrown their DIY tax tools — but they aren't ready for the price tag of enterprise software. That gap lands on your desk, and multi-state sales tax is a fast-moving, high-risk distraction from the advisory work you do best.
Every State, it's own rules
Since the 2018 Wayfair decision, economic nexus thresholds differ state by state — and they keep changing.
Hours you can't bill
Registrations, filings, and deadlines pile up and quietly eat into time meant for higher-value work
Risk you're left holding
Missed thresholds and late filings expose your clients — and your firm's reputation — to costly exposure.
NexAssess
We pinpoint exactly where your client has triggered economic or physical nexus, so you know their real multi-state obligations.
Three services, one seamless handoff
what we do
A complete, end-to-end sales tax practice you can put your name in front of — without building it yourself.
NexFile
We handle state registrations and recurring returns — accurate filings submitted on time, every deadline, every state.
NexAssure
Proactive audit defense and ongoing compliance support to keep your clients protected year-round.
Why CPA's partner with us
Built for firms in the middle
Made for clients past DIY tools but not ready for enterprise pricing — so you look great without the overhead.
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Save Time
Hand off the whole sales tax workflow and reclaim hours for advisory work that actually bills.
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Stay Focused
Keep your firm centered on client strategy while we own the deadlines, filings, and moving-target rules.
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Affordable and Simple
Transparent pricing that fits mid-market clients perfectly without the enterprise software pricetag.