TaxJar for Tax Advisors

Turn a low-margin, time-intensive service into an automated, profitable part of your tax advising practice. TaxJar is simplified sales tax management for accountants and tax advisors.

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How it works

Client sales tax account management at your fingertips.

Step 1

Create your FREE TaxJar account. Sign up and get started managing your clients from one convenient dashboard in minutes.

TaxJar for Tax Advisors Sign Up Illustration
TaxJar for Tax Advisors Sign Up Illustration

Step 2

Link your clients' TaxJar Starter or Professional accounts. We’ll notify you when your clients have signed up for TaxJar and linked their eCommerce accounts.

Step 3

Track your clients’ sales tax status. View sales tax reports, updated daily, to see what sales tax is collected and when returns are due.

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TaxJar Sign Up Illustration

Step 4

AutoFile your clients’ sales tax. Have TaxJar automatically submit your clients’ tax forms when they’re due.

See how TaxJar simplifies sales tax

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Utilize TaxJar AutoFile to automatically submit clients’ state sales tax returns every month, quarter or year. Save additional money for your clients or generate additional revenue for your business by taking advantage of bulk filing discounts.
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Prepare and file client sales tax returns in minutes. TaxJar syncs with your clients’ eCommerce accounts and automatically prepares easy-to-read reports that break down sales tax collected by counties, cities and districts.
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Automatically generate accurate state reporting across all the channels your clients sell in and for all transaction types — including product and service exempt sales, customer exempt sales, and deductions for marketplace sales in Marketplace Facilitator states.
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Manage your clients’ accounts from a single dashboard, including their current liability and upcoming deadlines. Notifications ensure you’re informed any time an event occurs on a client’s account that requires your attention.
  • Automated sales tax filing. Utilize TaxJar AutoFile to automatically submit clients’ state sales tax returns every month, quarter or year. Save additional money for your clients or generate additional revenue for your business by taking advantage of bulk filing discounts.
  • Return-ready, jurisdiction-level reporting. Prepare and file client sales tax returns in minutes. TaxJar syncs with your clients’ eCommerce accounts and automatically prepares easy-to-read reports that break down sales tax collected by counties, cities and districts.
  • Multi-channel support. Automatically generate accurate state reporting across all the channels your clients sell in and for all transaction types — including product and service exempt sales, customer exempt sales, and deductions for marketplace sales in Marketplace Facilitator states.
  • Full client visibility and notifications.Manage your clients’ accounts from a single dashboard, including their current liability and upcoming deadlines. Notifications ensure you’re informed any time an event occurs on a client’s account that requires your attention.

Sales tax automation for Tax Advisors

TaxJar for Tax Advisors handles sales tax with ease so you can focus on more strategic initiatives — like growing your business.

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Grow and scale your business

Save money and time for both you and your clients by automating the tracking and filing of sales tax, staying up-to-date on the latest SALT legislation, and managing your clients from one easy-to-use dashboard.

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Control your margins

Increase profits by managing billing for your clients and charging them directly for the service.

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Reduce risk

Whether it’s the risk of filing incorrect returns, missing deadlines or incurring penalties, TaxJar for Tax Advisors provides the tools you need to ensure your clients’ state tax returns are filed correctly and on-time.

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Build client relationships

Easy-to-understand and accessible eCommerce sales tax resources enable you to offer high-quality sales tax services to your clients.

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George Sleeman EA
TaxJar has made life much easier. I no longer have to go through spreadsheets and reports to determine what was delivered to where. I can go to my clients' profile through my linked accountant access and TaxJar tells me what was sold into what taxing jurisdiction. It saves me tons of time and my clients a lot of money."
—George Sleeman, EA
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Great support is key

Our technology comes complete with world-class, in-house sales tax experts to ensure your onboarding experience and support needs are met by the best professionals around.

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Truly exceptional support

TaxJar will help guide you through the onboarding process. Enjoy prioritized queues for email conversations and get help solving technical issues.

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Get up and running, fast

Set up your TaxJar for Tax Advisors account in minutes. Industry-leading customer support and documentation accelerates the time it takes to get your clients up and running and successfully using TaxJar.

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Built-in research team

We keep up with the changes so you don’t have to. From economic nexus laws to ever-changing tax codes, you can lean on our sales tax experts to provide timely and accurate research.

Don't take our word for it, see what others have to say

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At our firm we suggest all of our clients use TaxJar for their sales tax. I like how easy TaxJar makes it for our clients to make sales tax payments and that they have integrations to accounting software like Xero.”

TaxJar greatly reduces the amount of time we spend on processing sales tax filings. We manage many of our clients through TaxJar. I have experience working with many sales tax platforms such as Taxify, Avalara and TaxJar, and no solution comes close to eliminating the hassle and burden of sales tax for eCommerce businesses.”

TaxJar provides affordability, efficiency, education, and great customer service. I get all my clients on TaxJar as soon as possible after getting them registered, and once things are set up properly, it runs itself.”

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G2 High Performer

High Performer in Corporate Tax

IDC Major Player Badge

Major Player, IDC MarketScape: Worldwide SaaS and Cloud-Enabled Sales Tax and VAT Automation Applications 2019

G2 Best Support

Best Support in Corporate Tax

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