CereTax
CereTax is a U.S.-based, API-first sales tax automation platform that provides real-time tax calculation, exemption management, and procure-to-pay tax compliance for enterprises in communications, energy, SaaS, manufacturing, ecommerce, and digital goods industries.
- Company typePrivate
- Founded2021
- HeadquartersAlpharetta, United States
- Headcount11–50
- GTM typeB2B
- OfferingSoftware
What CereTax does
CereTax is a U.S.-based sales tax automation company that sells a cloud-native, API-first platform to enterprises and mid-market buyers in regulated industries where generic tax tools are inadequate, including communications/telecom, deregulated energy, SaaS, manufacturing, ecommerce, and digital goods/streaming. The platform combines four core products: a Sales Tax Calculation engine with rooftop-level GIS precision and configurable rules, SmartExempt for exemption certificate management, Procure-to-Pay for purchase-side tax automation, and a RESTful CereTax API, all administered through the CereTax Portal.
The underlying architecture is designed for high-throughput, low-latency transaction processing, with documentation claiming the ability to handle millions of API calls per month without latency degradation, coverage of all 50 U.S. states and thousands of local jurisdictions including special district taxes, telecom levies, and utility surcharges, and native integrations into ERP and billing platforms including Oracle NetSuite, Microsoft Dynamics 365 Business Central and Finance & Operations, Salesforce, QuickBooks Online, BigCommerce, Stripe, Rev.io, OneBill, and TimelyBill. A 2026 partnership with U.S. Transactions Corporation embeds CereTax alongside USTPay inside Microsoft Dynamics 365 Business Central. The platform holds SOC 2 Type II certification and is sold primarily via direct enterprise field sales with 3-6 month implementations.
CereTax makes money through transparent, usage-based pricing on its tax calculation API (priced per request, transaction, or seat depending on package) and recurring platform subscriptions. The go-to-market is enterprise-led, with content-driven demand generation (SEO comparison pages against Avalara, Vertex, Sovos, SureTax, Anrok, TaxJar, and Numeral, plus a buyer's guide, webinars, and a knowledge base) feeding guided walkthrough demos and custom-scoped quotes. The company has disclosed year-over-year revenue more than tripling as of July 2024 and has raised approximately $27M across three rounds (2022, 2024, 2025) led by Leaders Fund and S3 Ventures.
CereTax firmographics
Firmographics- Name
- CereTax
- Legal name
- CereTax, Inc.
- Website
- https://ceretax.com
- Company type
- Private
- Founded year
- 2021
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- CereTax is a U.S.-based, API-first sales tax automation platform that provides real-time tax calculation, exemption management, and procure-to-pay tax compliance for enterprises in communications, energy, SaaS, manufacturing, ecommerce, and digital goods industries.
- Ownership category
- akta.pro rank
CereTax industry classification
Industry- Product category
- Sales Tax Automation Software
- NAICS
- Custom Computer Programming Services (541511), Computer Systems Design Services (541512), Computer Systems Design and Related Services (54151), Accounting, Tax Preparation, Bookkeeping, and Payroll Services (5412)
- SIC
- Services-Prepackaged Software (7372), Services-Computer Programming, Data Processing, Etc. (7370), Services-Computer Integrated Systems Design (7373), Services-Computer Processing & Data Preparation (7374)
- akta.pro primary industry
- Embedded Tax, Accounting & Invoicing Finance (FSAGALAJ)
Keywords
Where CereTax is headquartered
LocationHeadquarters
- HQ city
- Alpharetta
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
CereTax business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Technology or R&D, Personnel, Marketing or Sales, Operations, Infrastructure
Revenue model
- Tax Calculation API / Platform Access: CereTax charges on a usage basis (requests, transactions, or seats depending on package) for its real-time tax calculation API and platform access. Pricing is described as transparent and flat with no hidden fees. The platform integrates directly into ERP, billing, and ecommerce systems via REST APIs.
- Subscription / Platform Packages: Subscription-based access to the CereTax platform with different packages offering varying levels of functionality. Multiple named packages are implied by the website structure. Pricing is quote-based and custom-scoped for enterprise buyers.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Usage-based | Monthly | Custom enterprise packages with transparent usage-based pricing |
Go-to-market motion2 records
Distribution channels4 records
Marketing channels8 records
CereTax product offering
Product offeringCore offering
CereTax provides a cloud-native, API-first sales tax automation platform that calculates, applies, and reports U.S. sales tax in real time for high-volume, multi-jurisdictional transactions. Its offering combines a real-time tax calculation engine with rooftop-level GIS precision, exemption certificate management (SmartExempt), procure-to-pay tax automation, and native integrations into ERP, billing, and ecommerce systems. The platform is purpose-built for regulated industries including communications, energy, SaaS, manufacturing, and ecommerce, where generic tax tools break down.
Product overview
CereTax is a sales tax automation platform built as a unified, modular system comprising four core products: Sales Tax Calculation (real-time tax engine with rooftop-level GIS precision), SmartExempt (exemption certificate management), Procure-to-Pay/P2P (purchase-side tax automation), and the CereTax API (integration layer). The platform also includes a web-based CereTax Portal for transaction management, reporting, and rule configuration. All components share a common tax calculation engine and database, allowing rules, exemptions, and configurations to apply consistently across API calls, portal operations, and integrated ERP/billing systems.
Differentiator
Problem solved
Functional benefit
Products and services
- Sales Tax Calculation
Quantifiable outcome
- Revenue more than tripled year-over-year as of July 2024
- +4 more outcomes
Companies that use CereTax
Customer profileNamed customers5 records
Segments7 records
Ideal customer profiles2 records
CereTax technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- Yes
- API docs
- API detail
Core technology
AI maturity
App detail
Integration11 records
Feature9 records
CereTax partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- U.S. Transactions Corporation (UST)coreUST and CereTax announced a partnership to integrate embedded payment processing (USTPay) and automated sales tax compliance directly into Microsoft Dynamics 365 Business Central. The integration enables real-time tax calculation and payment processing simultaneously within the ERP without manual data entry or reconciliation. Both companies position the integration as a modern alternative to legacy tax platforms like Avalara, targeting businesses seeking seamless, native-feeling solutions within their existing ERP environment.
Scale indicators4 records
Recent moves6 records
Expansion highlights6 records
CereTax competitors and assessment
Company assessmentDirect peers
- Anrok: Modern sales tax platform purpose-built for SaaS companies; CereTax publishes comparison content targeting SaaS prospects considering Anrok.
- Numeral: API-first sales tax automation targeting high-growth SaaS and ecommerce; competes with CereTax on developer experience and modern architecture.
- Avalara: Largest sales tax automation vendor; CereTax explicitly positions as a modern Avalara alternative and has publicly displaced Avalara at multiple enterprise customers (Alianza, Easy Ice, DCA Services).
- Vertex: Enterprise-focused sales and use tax automation platform; a primary 'legacy' competitor CereTax targets in its comparison content and enterprise sales motion.
- Sovos: Global tax compliance platform with strong vertical coverage in telecom, energy, and SaaS — directly overlapping CereTax's primary verticals.
- SureTax: Telecom-focused tax calculation engine owned by Vertex; competes head-to-head with CereTax in the communications vertical.
- TaxJar: SaaS sales tax automation primarily serving ecommerce and SMB customers; competing in the same tax-calculation category with developer/API-first positioning.
Broad incumbents
- Stripe Tax: Embedded tax calculation product bundled within Stripe's payments platform; competes in the API-first tax calculation category for ecommerce and SaaS use cases.
- Wolters Kluwer (CCH) Tax: Enterprise tax compliance suite including sales/use tax determination; large incumbent competing on full-stack compliance workflows.
- Thomson Reuters ONESOURCE: Large tax and accounting software suite including indirect tax determination; broad enterprise incumbent with overlapping sales tax capability.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
CereTax social profiles
Digital presenceCereTax compliance and trust
Trust signalCompliance1 record
CereTax financial estimates
Financial estimateRevenue estimate
Valuation estimate
CereTax leadership team
Management profileNumber of profiles
Profiles3 records
CereTax funding detail
Funding detailFunding overview
Funding rounds3 records
Investors6 records
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
CereTax M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about CereTax
What does CereTax do?
CereTax provides a cloud-native, API-first sales tax automation platform that calculates, applies, and reports U.S. sales tax in real time for high-volume, multi-jurisdictional transactions. Its offering combines a real-time tax calculation engine with rooftop-level GIS precision, exemption certificate management (SmartExempt), procure-to-pay tax automation, and native integrations into ERP, billing, and ecommerce systems. The platform is purpose-built for regulated industries including communications, energy, SaaS, manufacturing, and ecommerce, where generic tax tools break down.
Is CereTax a public or private company?
CereTax is a private company. It is classified as venture growth investor backed and is currently operating.
When was CereTax founded?
CereTax was founded in 2021. It employs 11 to 50 people.
Where is CereTax based?
CereTax is headquartered in Alpharetta, United States, in the North America region.
How does CereTax make money?
Two revenue lines are on record. Tax Calculation API / Platform Access are the primary driver. The others are subscription / Platform Packages.
Who are CereTax's main competitors?
Direct peers on record are Anrok, Numeral, Avalara, Vertex, Sovos, SureTax and TaxJar. Broad incumbents are Stripe Tax, Wolters Kluwer (CCH) Tax and Thomson Reuters ONESOURCE.
Does CereTax have an API?
Yes. CereTax offers REST APIs for tax calculation, address validation, exemption management, and transaction processing. The API supports real-time tax calculation at enterprise scale with clean REST architecture, full documentation, and millions of API calls without latency degradation. Developer documentation is at apidocs.ceretax.net/reference/getting-started.
What industry is CereTax in?
CereTax's product category is Sales Tax Automation Software. Its primary akta.pro industry code is FSAGALAJ, Embedded Tax, Accounting & Invoicing Finance. Its NAICS code is 541511 and its SIC code is 7372.