TaxConnex
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.
- Company typePrivate
- Founded2006
- HeadquartersRoswell, United States
- Headcount11–50
- GTM typeB2B
- OfferingServices
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.
TaxConnex firmographics
Firmographics- 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
TaxConnex industry classification
Industry- 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
Where TaxConnex is headquartered
LocationHeadquarters
- HQ city
- Roswell
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
TaxConnex business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Technology or R&D, Marketing or Sales, Operations, Others
Revenue model
- 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.
- Tax Calculation Software: Sales tax calculation software as a component of the compliance solution, providing advanced tax determination software integrated with client systems.
- Telecom Tax & Regulatory Compliance: Specialized compliance services for telecommunications companies including regulatory filings, USF management, and multi-jurisdictional compliance.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Multi-year contract | Custom enterprise pricing based on client scope and requirements |
Go-to-market motion1 record
Distribution channels3 records
Marketing channels6 records
TaxConnex product offering
Product offeringCore 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
Companies that use TaxConnex
Customer profileNamed customers6 records
Segments6 records
Ideal customer profiles4 records
TaxConnex technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature3 records
TaxConnex partnerships and signals
Strategic signalPartnerships
Two partnerships are on record, tiered minor.
- KPMGminorHistorical 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 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
TaxConnex competitors and assessment
Company assessmentBroad 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
TaxConnex social profiles
Digital presenceTaxConnex compliance and trust
Trust signalCompliance2 records
TaxConnex financial estimates
Financial estimateRevenue estimate
Valuation estimate
TaxConnex leadership team
Management profileNumber of profiles
Profiles4 records
TaxConnex funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
TaxConnex 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 TaxConnex
What does TaxConnex do?
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.
Is TaxConnex a public or private company?
TaxConnex is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was TaxConnex founded?
TaxConnex was founded in 2006. It employs 11 to 50 people.
Where is TaxConnex based?
TaxConnex is headquartered in Roswell, United States, in the North America region.
How does TaxConnex make money?
Three revenue lines are on record. Managed Sales Tax Compliance Services are the primary driver. The others are tax Calculation Software and telecom Tax & Regulatory Compliance.
Who are TaxConnex's main competitors?
Broad incumbents on record are BDO USA, KPMG US Tax Practice, Thomson Reuters, EY State and Local Tax Practice and Wolters Kluwer. Direct peers are Vertex, Ryan, LLC, TTR (Transaction Tax Resources), Sovos and Avalara.
Does TaxConnex have an API?
No public API is recorded for TaxConnex.
What industry is TaxConnex in?
TaxConnex's product category is Sales Tax Compliance Services. Its primary akta.pro industry code is BPAHABAJ, Indirect Tax (VAT/GST/Sales & Use) Services, with a secondary code of BPAHABAB, Tax Advisory & Compliance. Its NAICS code is 5412 and its SIC code is 7370.