TaxConnex

What TaxConnex does

TaxConnex is a privately held US sales and use tax compliance outsourcing and consulting firm founded in 2006 by Robert Dumas, who previously built and sold Tax Partners to Thomson Corporation. The firm delivers end-to-end multi-jurisdictional sales, use, and telecom tax compliance through a hybrid model: dedicated experienced practitioners supported by a proprietary web-based workflow platform called Connexion, a newer calculation-and-filing product (taxC™), a Shopify-integrated eCommerce app (eConnex), and a client-facing portal (Client Connexion). Core service lines include managed filing and remittance, exemption certificate management, sales tax advisory (nexus determination, voluntary disclosure agreements, audit defense), tax calculation software, and specialized telecom regulatory compliance covering USF, 911, and TRS fees.

The company operates with 100+ practitioners (per CRO Brian Greer) and serves enterprise and mid-market clients across telecom (TDS, NHC Communications), software and technology (GoTo, Dotmatics, WorthPoint), ecommerce (Shopify merchants via eConnex), manufacturing, and international businesses selling into the US. Its go-to-market is consultative and sales-led, targeting tax directors, CFOs, and controllers at growing multi-state businesses, supplemented by content marketing, a partner/referral program for accounting firms, and industry events. Pricing is custom and quote-based under multi-year contracts; revenue is generated primarily through recurring managed-service fees with some subscription components in tax calculation software.

TaxConnex reported approximately $5M in annual revenue in 2018, surpassed $10M in 2022, and publicly targeted $20M by 2025. The firm maintains SOC 1 and SOC 2 Type II certifications for over a decade, has been named to the Inc. 5000, and has won ClearlyRated Best of Accounting in 2023-2025, with NPS scores of 87-91 against an industry benchmark of 39. Geographic scope is US-domestic but covers all 45 sales-tax states plus DC. The company has no identified outside investors, no parent company, and operates as an LLC headquartered in Alpharetta, Georgia.

Name

TaxConnex

Legal name

TaxConnex, LLC

Website

https://taxconnex.com

Company type

Private

Founded year

2006

Operating status

Operating

Headcount range

11–50 employees

Short description

TaxConnex is a US-based managed services firm that outsources multi-state sales, use, and telecom tax compliance for growing enterprise and mid-market businesses across telecom, software, ecommerce, manufacturing, and international segments, combining dedicated practitioners with its proprietary Connexion workflow platform and taxC™ calculation software.

Ownership category

akta.pro rank

Product category

Sales Tax Compliance Services

NAICS

Accounting, Tax Preparation, Bookkeeping, and Payroll Services (5412), Tax Preparation Services (541213)

SIC

Services-Computer Programming, Data Processing, Etc. (7370)

akta.pro primary industry

Indirect Tax (VAT/GST/Sales & Use) Services (BPAHABAJ)

akta.pro secondary industry

Tax Advisory & Compliance (BPAHABAB)

Keywords

• Sales tax compliance
• Tax outsourcing services
• Telecom tax compliance
• Managed tax filing
• Tax calculation software

Headquarters

HQ city

Roswell

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Technology or R&D, Marketing or Sales, Operations, Others

Revenue model

1. Managed Sales Tax Compliance Services: Full-service outsourced sales tax compliance including managed filing and remittance, exemption certificate management, nexus determination, notice resolution, and ongoing advisory. Revenue is generated through ongoing service fees for compliance management.
2. Tax Calculation Software: Sales tax calculation software as a component of the compliance solution, providing advanced tax determination software integrated with client systems.
3. Telecom Tax & Regulatory Compliance: Specialized compliance services for telecommunications companies including regulatory filings, USF management, and multi-jurisdictional compliance.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels6 records

Core offering

TaxConnex provides outsourced sales and use tax compliance services for multi-state and multi-jurisdictional businesses. Its offering combines managed services (filing, remittance, exemption certificate management, nexus determination, audit defense, advisory) with proprietary tax technology (the Connexion workflow platform, taxC calculation and filing software, and eConnex Shopify integration). Practitioners serve as an outsourced tax department, pairing technology with expert oversight.

Product overview

TaxConnex offers a comprehensive sales and telecom tax compliance platform built around a combination of managed services and proprietary technology. The core offering consists of five primary services: Managed Filing & Remittance, Exemption Certificate Management, Sales Tax Advisory/Consulting, Tax Calculation Software, and Telecom Tax & Regulatory Compliance. These services are supported by specialized add-on capabilities including Sales Tax Audit Defense & Support and Product & Service Catalog Optimization. The proprietary Connexion® platform serves as the underlying workflow and client management system, while Client Connexion provides the client-facing portal. The company has also launched specific products including taxC™ (an integrated calculation and filing solution) and eConnex (a Shopify-integrated eCommerce app for automated sales tax filing). The company emphasizes that automation alone is insufficient and pairs its technology with human expert practitioners for accurate oversight and accountability.

Differentiator

Problem solved

Functional benefit

Brands

• taxC: A calc and filling solution introduced by TaxConnex as their calculation and filing software offering.
• Connexion

Products and services

• Managed Filing & Remittance Comprehensive sales tax return preparation, filing, payment remittance, jurisdictional correspondence, GL reconciliation, and calendar management for multi-state businesses.
• Exemption Certificate Management Managed service for collecting, validating, storing, and maintaining customer exemption and resale certificates to support tax-exempt sales and reduce audit risk.
• Sales Tax Advisory Project-based state and local tax consulting covering nexus determination, taxability assessments, audits, and voluntary disclosure agreements.
• Tax Calculation Software Automated sales tax calculation software that integrates with invoicing systems and shopping carts to ensure accurate tax rates and taxability determinations across jurisdictions.
• Telecom Tax & Regulatory Compliance Specialized compliance services for telecommunications companies covering regulatory filings, remittance, payments, notice management, and USAC/state regulatory reporting.
• Sales Tax Audit Defense & Support Expert representation during sales and use tax audits including pre-audit reviews, auditor communication management, documentation control, and negotiation support.
• Product & Service Catalog Optimization Service to optimize product and service catalog structure for proper tax classification, tax treatment, regulatory fee optimization, and customer billing transparency.
• Calculation & Filing Solution End-to-end compliance solution combining automated tax determination software with managed filing, remittance, reporting, and expert oversight services.
• eConnex eCommerce application that integrates with Shopify to automate sales tax return filing directly from the platform, simplifying compliance for online merchants.
• taxC Sales tax calculation and filing solution combining automated calculation with managed filing services, positioning itself as a comprehensive alternative to automation-only approaches.

Quantifiable outcome

• World-class NPS scores of 87-91 consistently achieved, compared to industry standard of 39 for finance/accounting sector
• +2 more outcomes

Named customers6 records

Segments6 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Partnerships

Two partnerships are on record, tiered minor.

• KPMGminorImplementation/ SI/ Consulting Partner · 1 January 2010Historical partnership between Tax Partners and KPMG led by Jeff Meigs before joining TaxConnex. KPMG utilized Tax Partners for sales tax outsourcing services for their clients.
• The CommLaw GroupminorStrategic or Co-development PartnerStrategic content partnership for telecom compliance resources. Collaborated on eBook content for telecom product catalog optimization guidance.

Scale indicators5 records

Recent moves9 records

Expansion highlights6 records

Broad incumbents

• BDO USA: BDO USA's State and Local Tax practice serves mid-market and enterprise clients with sales/use tax compliance and consulting, overlapping with TaxConnex's target buyer (tax directors, CFOs) and service scope.
• KPMG US Tax Practice: KPMG's State and Local Tax (SALT) practice provides sales/use tax advisory, managed compliance, and audit defense; TaxConnex historically worked as an outsourced partner to KPMG's clients, and continues to compete for the same enterprise buyers.
• Thomson Reuters: Thomson Reuters offers ONESOURCE Indirect Tax and broader tax compliance suites; notably, it acquired Tax Partners (the founder's prior firm) and competes broadly with TaxConnex's enterprise compliance services.
• EY State and Local Tax Practice: EY's SALT practice provides sales and use tax compliance and consulting for large enterprises; its prior employment of TaxConnex's Consulting Practice Leader highlights overlapping capabilities and buyer personas.
• Wolters Kluwer: Wolters Kluwer (CCH) provides tax compliance software, research, and professional services including sales and use tax tools, competing with TaxConnex in the broader accounting/tax services ecosystem.

Direct peers

• Vertex: Vertex offers indirect tax calculation and compliance software (Vertex O Series), competing with TaxConnex's tax calculation, filing, and managed services for multi-jurisdictional sales tax needs.
• Ryan, LLC: Ryan is a global tax services and software firm specializing in transaction tax, state and local tax, and credits; it competes directly with TaxConnex's sales/use tax advisory, managed compliance, and audit defense practices.
• TTR (Transaction Tax Resources): TTR provides sales and use tax compliance and managed services similar to TaxConnex, serving enterprise clients with nexus determination, registration, and filing workflows.
• Sovos: Sovos provides tax compliance software and services for sales, use, VAT and other transaction taxes, directly overlapping with TaxConnex's end-to-end compliance and filing capabilities for enterprise customers.
• Avalara: Avalara is a leading cloud-based sales and use tax compliance automation platform, directly competing with TaxConnex's taxC and managed compliance offerings for the same multi-state business buyer.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/taxconnex
• Facebookfacebook.com/taxconnex
• LinkedInlinkedin.com/company/taxconnex

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles4 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about TaxConnex