SUMMER 2021 Customer Success Report
Tax Compliance Software Category Tax Compliance Software Category
Tax compliance software gives you accurate federal and local tax computations, and automates tax filing and reporting. Top vendors present different solutions to manage specific types of transactions and their linked taxes. Sales tax compliance programs compute and process relevant taxes to be charged across jurisdictions.
Further, Value-Added Tax (VAT) applications monitor regulations and automate computations across intricate scenarios. Advanced tax compliance tools support custom tax management for global sales. Many vendors also deliver managed audit reporting and tax filing for businesses of all sizes.
SUMMER 2021 CUSTOMER SUCCESS REPORT Tax Compliance Software Category 2 Award Levels Customer Success Report Ranking Methodology
The FeaturedCustomers Customer Success ranking is based on data from our customer reference platform, market presence, MARKET LEADER web presence, & social presence as well as additional data Vendor on FeaturedCustomers.com with aggregated from online sources and media properties. Our substantial customer base & market ranking engine applies an algorithm to all data collected to share. Leaders have the highest ratio of calculate the final Customer Success Report rankings. customer success content, content quality score, and social media presence The overall Customer Success ranking is a weighted average relative to company size. based on 3 parts:
CONTENT SCORE
● Total # of vendor generated customer references (case studies, success stories, testimonials, and customer videos) ● Customer reference rating score TOP PERFORMER ● Year-over-year change in amount of customer references on Vendor on FeaturedCustomers.com with FeaturedCustomers platform significant market presence and ● Total # of profile views on FeaturedCustomers platform resources and enough customer ● Total # of customer reference views on FeaturedCustomers reference content to validate their vision. platform Top Performer's products are highly rated by its customers but have not achieved MARKET PRESENCE SCORE the customer base and scale of a Market Leader. ● Social media followers including LinkedIn, Twitter, & Facebook ● Vendor momentum based on web traffic and search trends ● Organic SEO key term rankings ● Company presence including # of press mentions
COMPANY SCORE RISING STAR ● Total # of employees (based on social media and public Vendor on FeaturedCustomers.com that resources) does not have the market presence of ● Year-over-year change in # of employees over past 12 months Market Leaders or Top Performers, but ● Glassdoor ranking understands where the market is going and has disruptive technology. Rising ● Venture capital raised Stars have been around long enough to establish momentum and a minimum amount of customer reference content along with a growing social presence.
SUMMER 2021 CUSTOMER SUCCESS REPORT Tax Compliance Software Category 3 2021 Customer Success Awards Check out this list of the highest rated Tax Compliance Software based on the FeaturedCustomers Customer Success Report.
* Companies listed in alphabetical order
SUMMER 2021 CUSTOMER SUCCESS REPORT Tax Compliance Software Category 4 2021
SUMMER 2021 Tax Compliance Software Category
SUMMER 2021 CUSTOMER SUCCESS REPORT Tax Compliance Software Category 5 204 Total Customer References VIEW ALL REFERENCES
Featured Testimonials
ABOUT AVALARA Avalara monitors and calculates all of the regulatory and nonregulatory taxes and charges that we’re obligated to remit. They make my life easier.
AARON LEON CO-FOUNDER AND CHIEF EXECUTIVE OFFICER, THINQ Avalara helps businesses of all sizes achieve compliance with sales and excise tax, VAT, and other transactional tax requirements by Avalara proved to be a one-stop shop for the variety of advisory services delivering comprehensive, we needed to automate our U.S. tax compliance efforts. automated, cloud-based solutions NICK HASELWANDER that are fast, accurate, and easy to DIRECTOR OF PRODUCT, DISCOGS use. Avalara’s end-to-end suite of solutions is designed to effectively manage complicated and It has been a wonderful add-on product! We especially like that Avatax makes adding a new tax jurisdiction burdensome tax compliance very easy. Before Avatax, it would take weeks to load new rates and localities into Dynamics GP. Now, with obligations imposed by state, local, the click of the mouse, we are able to “turn on” a state and immediately start collecting sales tax. An added bonus is the address validation service, which has made customer and vendor addresses more accurate. and other taxing authorities in the United States and internationally. BRYAN MILLER CEO, AGRI-COVER, INC.
Avalara is the only tax service we felt could provide our customers such as Reebok and Adidas with highly efficient, reliable, cost-effective tax solutions to integrate into their e-commerce solutions. We simply couldn't recommend the alternatives.
MARTIN K. GUERSOY DIRECTOR OF BUSINESS DEVELOPMENT & SALES, ARVATO SERVICES
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SUMMER 2021 CUSTOMER SUCCESS REPORT Tax Compliance Software Category 6 98 Total Customer References VIEW ALL REFERENCES
Featured Testimonials
ABOUT SOVOS Without Sovos it would be a disaster for us to try and manage tax rates and rules, especially in states with multiple levels of jurisdictional rates. I’m confident in Sovos that all the rates are accurate and timely, and if we have a sales tax holiday then we know they’re going to be handled. Sovos helps us avoid auditing issues and responds quickly to any questions we may have. Implementation was a pleasant experience and we’ve always had good experiences with support services.
MARK OULDS DIRECTOR OF TAXATION, BOSCOV’S Sovos brings together the world’s most accurate and reliable regulatory analysis with a global Sovos Compliance makes an effort in listening to their clients and taking in cloud software platform built to suggestions in improving their product. I would absolutely recommend Sovos reduce the burden and risk of tax compliance and business to Compliance to others. government reporting everywhere BRUCE MOLLAR your business grows. Trusted by TAX DIRECTOR, SUN LIFE FINANCIAL over half of the Fortune 500, Sovos delivers the world’s most reliable, stable and secure solutions ahead Sovos Compliance’s Managed Services are an indisputable value. Thanks to Sovos Compliance we pay no IRS penalties; have virtually eliminated internal staff time devoted to tax form processing, printing, and delivery; and have significantly of regulatory change. enhanced customer service—every bank teller in our two dozen branches has instant access to the precise documents submitted to the IRS. Exceptional customer service is extremely important to us.
TERESA BENTLEY VP OF DEPOSIT OPERATIONS, FIDELITY BANK
I never tire of saying that I’m a great advocate for Sovos Compliance. It’s the people! Tax specialists in most organizations are totally isolated—few people understand all of the regulations and requirements. It’s a huge benefit to be able to count on Sovos Compliance’s highly responsive team for advice, support, and solutions. Every Sovos Compliance employee is a knowledgeable and reliable resource. The technology is beyond compare, and Sovos Compliance’s customer service couldn’t be better. They’re a true partner.
PATRICIA SAUNDERS TAX SPECIALIST, GENWORTH FINANCIAL
TRUSTED BY
SUMMER 2021 CUSTOMER SUCCESS REPORT Tax Compliance Software Category 7 70 Total Customer References VIEW ALL REFERENCES
Featured Testimonials
ABOUT TAXJAR The number one thing we liked about TaxJar Plus was cost followed by the ease of onboarding, and getting set up with our API integration. Their system is straight-forward, easy to manage, and user-friendly.
DAREN HAWS VP OF FINANCE AND HR, KORNERSTONE CREDIT TaxJar is the leading technology solution for busy eCommerce sellers to manage sales tax and is This TaxJar app uses the new NetSuite SuiteTax API to seamlessly sync your trusted by more than 7,000 sales transactions to TaxJar for sales tax compliance reporting and filing. The businesses. TaxJar was founded to help eCommerce merchants spend integration is easy to use and understand. less time on sales tax and more CHIEF EXECUTIVE OFFICER time growing the businesses they NETSUITE love. TaxJar is passionate about creating simple solutions and leveraging technology to solve TaxJar ROCKS! Filing Sales Tax over several states and several platforms (Etsy, Shopify, Paypal, complicated sales tax issues. Square) usually took an hour or so to calculate. With TaxJar, it's already done. You sync your accounts, sales tax is calculated and beautifully broken down and it even tells you when it's due (helpful for filing in multiple states). When you efile, just fill in the blanks on the tax form and submit. It's the EASIEST thing in the world.
KUDU-LAH CRITTERS
Providing our new automated tax calculation feature powered by TaxJar that essentially eliminates our customers’ concerns when it comes to sales tax helps us deliver on our promise and make our merchants more successful.
JIM O’HARA PRESIDENT, ECWID
TRUSTED BY
SUMMER 2021 CUSTOMER SUCCESS REPORT Tax Compliance Software Category 8 92 Total Customer References VIEW ALL REFERENCES
Featured Testimonials
ABOUT VERTEX INC. We worked with Vertex to build tax solutions that enable us to enhance and scale our omnichannel retail business, while improving customer experience, increasing tax accuracy and reducing risk.
Vertex Inc. is a leading tax software HEATHER VILLANUEVA INDIRECT TAX MANAGER, LEGO and services provider that empowers global commerce. Vertex connects customers and partners across all industries to There are many positive impacts of Patagonia’s implementation of Vertex including significant time and cost savings on IT and standardized updates and processes for our entire business. The biggest benefit is deliver the world’s most trusted tax providing a seamless omnichannel experience for our customer, where they can buy in one channel and solutions for businesses to grow return in another — this was impossible before utilizing one tax solution from Vertex. with confidence. Vertex provides SHELLEY CHASE cloud-based and on-premise SENIOR DIRECTOR OF TAX, PATAGONIA solutions that can be tailored to specific industries for every major line of indirect tax, including sales Together, Vertex and DMA provided a win/win solution for Siemens. Completing the massive task of and consumer use, value added exemption migration and multiple systems migration allowed for the implementation of a state of the art, and payroll. Headquartered in enterprise tax solution that could adapt to our diverse ERP landscape and provide the tax team the control and functionality to further drive configurations to lower Siemens cost. Pennsylvania, and with offices worldwide, Vertex is a privately SANDRA BLAIR HEAD OF INDIRECT TAX, SIEMENS held company that employs over 1,000 professionals and serves companies across the globe. Vertex enabled us to digitally transform and centralize our tax department. This has created new best practices and yielded substantially lower costs and audit risk, as well as increased productivity. We couldn’t be more pleased with the business results we have achieved with Vertex.
LAUREN MARKS ADMINISTRATIVE MANAGER, GRAYBAR
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SUMMER 2021 CUSTOMER SUCCESS REPORT Tax Compliance Software Category 9 2021
SUMMER 2021 Tax Compliance Software Category
SUMMER 2021 CUSTOMER SUCCESS REPORT Tax Compliance Software Category 10 30 Total Customer References VIEW ALL REFERENCES
Featured Testimonials
ABOUT BLUE DOT VATBOX One of the key points that help us succeed is change management. Nobody likes change, and we have to work in a productive way and to change the process if required, in order to improve the compliance and to maximise the VAT that can be refunded.
JOSE-MANUEL PEDRON-GARCIA GLOBAL TAX COMPLIANCE PROCESS LEADER, MICHELIN
Blue dot VATBox offers peace of mind with their automated [Blue dot] VATBox has played a pivotal role in helping the company educate its employees, which has cloud-based technology. Recover effectively mitigated their high disqualification rate, increased policy compliance and maximized VAT VAT with complete compliance and reclaim opportunities. [Blue dot] VATBox helped us ensure our travelers are submitting documentation properly under the right legal entity or with the right breakdown of costs. genuine governance. Their state-of-the-art patented JAMES NGUYEN GLOBAL HEAD OF PROCUREMENT, ZOETIS technology puts companies in control, providing total transparency and insight into all employee travel and expense With a direct connection between Teva’s Expense Report and [Blue dot] transactions, foreign account VATBox, we successfully minimized the time we needed to spend on VAT payables, shipping (DDP), and all procedures and maximized our VAT potential outputs, leading to excellent other invoices automatically results. identified with reclaimable VAT. Their simple-to-use dashboard RAVID BARZILAY SENIOR DIRECTOR GLOBAL TAX, TEVA offers drill-down analytics, effortlessly streaming compliant data from all VAT receipts and submitting VAT reclaims to the We chose [Blue dot] VATBox as our preferred solution in order to have one relevant authorities. Built by smart, unified process for the recovery of VAT over specific jurisdictions. For us, [Blue passionate software engineers and dot] VATBox means Governance & Disruptive innovation. VAT experts, their hassle-free GLOBAL HEAD OF INDIRECT TAX solution minimizes overheads and KUEHNE + NAGEL maximizes refunds on domestic and foreign VAT.
TRUSTED BY
SUMMER 2021 CUSTOMER SUCCESS REPORT Tax Compliance Software Category 11 92 Total Customer References VIEW ALL REFERENCES
Featured Testimonials
ABOUT CSC CORPTAX For us, Corptax is a powerful tax warehouse that automates adjustments, tracks deferred, and calculates taxable income for the provision. We then reuse that information to accelerate compliance.
ANNE WANG INTERNATIONAL TAX MANAGER, SMITHFIELD FOODS CSC Corptax transforms the business of tax through technology, business process Corptax lets us organize tax-sensitive accounts to easily track changes expertise and award-winning year-to-year and properly deliver meaningful provision reports to customer support. Clients achieve breakthrough tax performance management and auditors. using the first and only single ZEHRA TOOR system on the market offering L'OREAL unmatched automation to align processes and workflows, enhance transparency, improve accuracy, It’s challenging to find comprehensive international tax software that’s also a and lower risk across the corporate capable ASC 740 provision software able to accommodate intricate outside tax lifecycle. For more than 40 basis framework. Corptax can do just that. years, Corptax products have supported the evolving tax needs ANNA RUBINSTEIN TAX DIRECTOR OF U.S. INTERNATIONAL REPORTING, AMERICAN INTERNATIONAL GROUP (AIG) of leading organizations in many industries. Today, Corptax solutions help almost 1,000 clients in 100 countries, including 50% of We saved a significant amount in consulting fees by bringing the the Fortune 500 and 60% of the compliance function in-house with Corptax. Fortune 100, nationally. GLANN ENG SENIOR TAX MANAGER, CORE-MARK
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SUMMER 2021 CUSTOMER SUCCESS REPORT Tax Compliance Software Category 12 17 Total Customer References VIEW ALL REFERENCES
Featured Testimonials
ABOUT CANOPY Canopy has appealed widely to clients who are into technology—they no longer have to mail documents, they’re able to interact with us in a real-time manner. It makes the process simpler and less painful when dealing with taxes.
Canopy is building sophisticated, NORTHWEST TAX ASSOCIATES cloud-based software to make resolving IRS collections easier on tax professionals and their clients. It allows effortless gathering of Canopy lets me work so much faster and makes me so much more productive client information and documents, - Canopy saves me at least an hour every time I pull a transcript. robust tax analytics, auto-completion of tax forms, and SHARISE NOBLES NOBLES BOOKKEEPING more.
Filling out mountains of paperwork is stressful for clients, so [we] implemented a solution: Canopy's collections workflow.
LEWIS HURWITZ OWNER, HURWITZ TAX SOLUTIONS
Choosing the right software made training and onboarding staff easy.
EMILIA MCAFEE TAX ATTORNEY, WE LEGAL, APC
TRUSTED BY
SUMMER 2021 CUSTOMER SUCCESS REPORT Tax Compliance Software Category 13 47 Total Customer References VIEW ALL REFERENCES
Featured Testimonials
ABOUT TAXBACK INTERNATIONAL Having instant access to information and the ability to customize reports has helped us improve our cash flow by planning ahead for potential refunds and any payments required.
DANIEL COLE GLOBAL TRAVEL MANAGER, ELECTROLUX Taxback International is the world's leading technology and services company which specializes in Value Added Tax (VAT) compliance and Last year was the first time Jota Sport used Taxback International to VAT reclaim. Their client list is assist with our multi country Euro VAT reclaim. They proved to be highly global – working with almost all the fortune 500 companies (Google, efficient and knowledgeable in this field. Tesla, Facebook, Twitter, IBM). JOTA SPORT Their technology enables real-time processing of over 10 billion transactions across 180 countries in multiple languages. Taxback Taxback International have offered us an incredibly professional and thorough service that has been essential in our VAT recovery process. Their in-depth and specialist knowledge in our industry has made the process straight forward and has International is an entrepreneurial helped us take advantage of the full amount of VAT recoverable to us as a company. We have been very impressed with company, transforming how VAT their ability to take information away and process it in a timely manner with minimum disruption or addition to our daily compliance and recovery is work load and would not hesitate in continuing to use their services. managed on a global basis. Their CARLIN people are incredibly ambitious, yet personable. They are warm, accepting, and positive. They constantly challenge each other to The implementation process was very straight forward. Taxback International has a proactive be and achieve the best. approach to maximising our VAT refunds by identifying both missing and incompliant VAT invoices from expense claims and have a specialist team to retrieve them directly from supplier, ensuring increased refunds.
SYLWIA LOBODZIEC SENIOR MANAGER, SYMANTEC
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SUMMER 2021 CUSTOMER SUCCESS REPORT Tax Compliance Software Category 14 2021
SUMMER 2021 Tax Compliance Software Category
SUMMER 2021 CUSTOMER SUCCESS REPORT Tax Compliance Software Category 15 11 Total Customer References VIEW ALL REFERENCES
Featured Testimonials
ABOUT IMPERO We at Alvotech initially looked at 5 different control systems available on the market and they all looked great. But we were only blown away by one product. That is your product, Impero! Whether it was us in Finance, IT or our audit consultants, we were all very impressed. Since we implemented the system, we have not been let down. Impero fully delivers everything we were expecting and I can highly recommend your product. You guys and your support team have been extremely helpful.
PÉTUR BJORNSSON Impero is the user-friendly finance INTERNAL CONTROLS, ALVOTECH and tax compliance management platform that enables companies to easily manage risks and controls Impero is the best cloud solution I have worked with for internal control management. Impero through automation to gain full works very well in large scale international organizations where internal controls are done both overview and ensure efficient in a shared service center and on local sites and where internal control performers and internal compliance. control approvers sit in various locations.
TINE LYDERS LARSEN SENIOR FINANCIAL COMPLIANCE MANAGER, NKT
Impero’s platform is unique because it is so simple yet able to perform and manage highly complex tasks – this enables our organizational maturity and prompts us to share internal learnings across functions.
CARSTEN BONNERUP DIRECTOR, TRANSFER PRICING, VORWERK GROUP
Impero grants us overview and ensures our controls are communicated to our group and performed in a uniform manner year after year.
PERNILLE CHRISTENSEN DIRECTOR, HEAD OF TAX & COMPLIANCE, COLOPLAST
TRUSTED BY
SUMMER 2021 CUSTOMER SUCCESS REPORT Tax Compliance Software Category 16 8 Total Customer References VIEW ALL REFERENCES
Featured Testimonials
ABOUT LOVAT Tax reporting with LOVAT is made with a higher level, it is automated and easy to use. The customer service delivers fast and consistent answers, [they are] always online [to] chat to solve problems instantly. Pricing is an issue for us, and they are definitely competitive.
ALFONSO RUSCIANO STARGEM SRL
Lovat Compliance is an international company. They came up with an interesting idea. Their My favorite thing about LOVAT is the automation of almost everything. With the different integrations possible, I’m able to upload my data, fill the return and submit it [in] a few clicks accountants, tax experts, and and all in one place and this saves really much time for me and keeping me sure that I’m up to software developers gathered, and date with everything regarding taxes. with their knowledge, LOVAT is the DMITRY CHERVONYI best all-in-one solution for online BELKINS sellers and eCommerce companies to manage their taxes. They feel proud to help you spend less time on your VAT work and more time LOVAT helps me calculate VAT [for] various countries. Since my business for your businesses. They are here operates in multiple countries, it's not easy to calculate them accurately. But to help you in growing your with LOVAT, VAT calculation does not bother me anymore. business globally. So their key DMYTRO BELKO value is to simplify your taxes and BOTSCREW free you from manual paperwork with VAT returns. It used to be very time-consuming to do submit all my VAT returns and do VAT registration in every country where my business has grown; now, thanks to LOVAT, this is in the past.
ZALINA NIZHEGORODOVA OWOX BI
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SUMMER 2021 CUSTOMER SUCCESS REPORT Tax Compliance Software Category 17 27 Total Customer References VIEW ALL REFERENCES
Featured Testimonials
ABOUT QUADERNO Quaderno was, and still is, the solution I needed to solve all my VAT compliance woes. Brilliant product. Exceptional team. Stress reduction accomplished!
SAM HURLEY OPTIM-EYEZ Quaderno provides automatic tax compliance for SaaS, eCommerce, and digital businesses worldwide. From US sales tax to VAT to GST, We have been using Quaderno since the beginning of 2018 and have been absolutely merchants can effortlessly comply satisfied with the service offered and the outstanding customer support. Meanwhile, with tax laws in any country. we use Quaderno and its Easy Digital Downloads WordPress Integration on several Quaderno offers automatic e-commerce sites. With Quaderno we save ourselves the technical and organizational invoicing, instant tax reports, a handling of individual tax rates and invoicing. We can only recommend Quaderno to variety of useful integrations, and everyone who wants to save time, nerves and money. great customer support. They want FLORIAN DAUGALIES to help business owners customize CEO, FDMEDIA Quaderno to their business, to solve their particular problems and reflect their own brand. Since we don't have to worry about invoicing and tax compliance, we’ve been able to dedicate more time to higher yield projects. Given the flexible pricing plans and ease of use, Quaderno is a no brainer for any company that is trying to scale, especially if you’re operating in multiple countries.
JOEL GRAHAM SENIOR INTERNATIONAL OPERATIONS MANAGER, SPIKEBALL
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SUMMER 2021 CUSTOMER SUCCESS REPORT Tax Compliance Software Category 18