What Tax.com does

Tax.com, a division of Ryan, LLC, operates a unified cloud-based SaaS platform that delivers tax management solutions across five disciplines: property tax (itamlink, OPT, TaxFeed, TaxSets, PropertyPoint, Optimus), unclaimed property (Tracker PRO with MailRoom and Owner Claims Portal), transfer pricing (Transfer Pricing Documenter, Transfer Pricing Operational, and the 2025 Transfer Pricing Lifecycle Management framework), indirect tax (PinPoint, FilePoint, ControlPoint, RatePoint for U.S. and Canadian jurisdictions), and grants, credits, and incentives (Fundingportal Advisory, Enterprise, and Growth). The platform is built on a multi-cloud infrastructure spanning Microsoft Azure (U.S., Canada, E.U.) and AWS, with Cloudera, Alteryx, Automation Anywhere, and Rackspace supporting data processing at a stated scale of 187,000+ daily data points and 482,500+ property tax returns processed annually. Integrations are deep and often certified with major enterprise systems including SAP, Oracle, Yardi, MRI, Bottomline, Salesforce, Microsoft Dynamics, QuickBooks, and OpenText, while computer vision OCR via itamlink Capture converts paper-based property tax documents into structured records.

The platform serves more than 1,000 enterprise customers globally, with marquee logos spanning banking and financial services (Barclays, Brown Brothers Harriman, Old National, Pan American Life, rebank), airlines (United Airlines), manufacturing (Whirlpool, CHS), education (NYU, BNED), healthcare (Hartford Healthcare, Louisiana Citizens), real estate (The Connell Company, Rollins), hospitality (OTG), and other verticals, with stated penetration of nearly 70% of the top 20 U.S. banking, property, insurance, and financial institutions. Business model combines SaaS subscriptions on a quote-based, multi-year contract basis with cross-sell of Ryan's professional tax services. Go-to-market is primarily enterprise field sales organized by tax discipline, supplemented by self-serve access through app.tax.com and emerging channel expansion into SMBs via Fundingportal Growth. The SOC 2 Type II certified platform is supported by a workforce of 51-100 employees at the Tax.com division, with parent Ryan, LLC providing the tax domain expertise and customer relationships that anchor the offering.

Name

Tax.com

Legal name

Ryan, LLC

Website

https://tax.com

Company type

Private

Founded year

2022

Operating status

Operating

Headcount range

101–250 employees

Short description

Tax.com, a division of Ryan, LLC, provides unified cloud-based SaaS solutions for property tax, unclaimed property, transfer pricing, indirect tax, and grants/credits management to over 1,000 enterprise customers across financial services, manufacturing, healthcare, education, and other regulated industries in North America.

Ownership category

akta.pro rank

Product category

Enterprise Tax Management Software

NAICS

Accounting, Tax Preparation, Bookkeeping, and Payroll Services (5412), Tax Preparation Services (541213), Other Accounting Services (541219)

SIC

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

akta.pro primary industry

Revenue Systems, E-Filing & Digital Tax Administration (BPAIADAO)

akta.pro secondary industries

Excise, VAT/Sales Tax & Indirect Tax Administration (BPAIADAH), Transfer Pricing & International Tax Services (BPAHABAI), Tax Return Filing, Processing & Assessment (BPAIADAC), State/Provincial Taxation & Revenue Administration (BPAIABAD)

Keywords

• Tax compliance software
• Property tax management
• Transfer pricing software
• Indirect tax automation
• Unclaimed property compliance

Headquarters

HQ city

Dallas

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B

Offering type

Software

Cost components

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

Revenue model

1. Software Subscriptions (SaaS): Tax.com operates primarily as a SaaS platform providing subscription-based access to its suite of tax management solutions including property tax, unclaimed property, transfer pricing, indirect tax, and grants/credits/incentives software.
2. Professional Tax Services: Ryan's tax advisory and consulting services integrated with the software platform, providing end-to-end tax solutions combining technology with expert tax professional services.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels6 records

Core offering

Tax.com is a unified cloud-based SaaS platform offering integrated tax management solutions across five disciplines: property tax compliance and management, unclaimed property compliance, transfer pricing documentation and reporting, indirect tax calculation and filing, and grants/credits/incentives discovery. The platform is operated as a technology division of Ryan, LLC, the largest firm in the world dedicated exclusively to business taxes, combining purpose-built software with tax professional expertise for enterprise clients managing complex multi-jurisdictional tax obligations.

Product overview

Tax.com is a unified SaaS platform for tax management solutions, operated as a division of Ryan, LLC. The platform offers an integrated ecosystem of products across five categories: (1) Property Tax solutions including itamlink, OPT, TaxFeed, TaxSets, PropertyPoint, and Optimus for managing real and personal property tax; (2) Unclaimed Property solutions including Tracker PRO with MailRoom and Owner Claims Portal modules for compliance and due diligence; (3) Transfer Pricing solutions including Transfer Pricing Documenter, Transfer Pricing Operational, and Transfer Pricing Lifecycle Management for documentation and intercompany reporting; (4) Indirect Tax solutions including PinPoint, FilePoint, ControlPoint, and RatePoint for sales/use tax calculation, filing, and rate management; and (5) Fundingportal solutions including Advisory, Enterprise, and Growth for grants, credits, and incentives. These products are designed to work together within a connected ecosystem, with strategic acquisitions (OneSource Property Tax in 2022, Altus Group Tax Services in 2023) strengthening the portfolio.

Differentiator

Problem solved

Functional benefit

Brands

• Tracker PRO: Market-leading solution for unclaimed property management, compliance, data security, reporting, and owner claims.
• itamlink
• OPT
• TaxSets
• TaxFeed
• PinPoint
• FilePoint
• ControlPoint
• RatePoint
• Transfer Pricing Documenter
• Transfer Pricing Operational
• Fundingportal

Products and services

• itamlink A cloud-based property tax management platform for managing the entire property tax ecosystem across multi-property portfolios with integrated assessment tracking, appeal management, budgeting, and reporting capabilities. SOC 2 Type II certified with SSO, MFA, audit logs, and field-level permissions.
• OPT A property tax management solution for managing U.S. personal and real property tax data, forms, filing, and jurisdictional requirements from end to end.
• TaxFeed

Quantifiable outcome

• Up to 75% reduction in time spent manually processing tax notices
• +3 more outcomes

Named customers28 records

Segments7 records

Ideal customer profiles6 records

Technology focussed Yes

API detail

Has API

Yes

API docs

API detail

Core technology

AI maturity

App detail

Integration16 records

AI capability3 records

Feature6 records

Partnerships

13 partnerships are on record, tiered core and supporting.

• Microsoft AzurecoreTechnology or IntegrationCloud computing and storage platform for Tax.com applications and services. Hosts platform services across U.S., Canada, and E.U. regions, providing infrastructure for the SaaS tax management solutions.
• AWS (Amazon Web Services)coreTechnology or IntegrationCloud computing and storage services supporting Tax.com platform infrastructure in U.S. region, complementing Microsoft Azure deployment.
• RackspacesupportingTechnology or IntegrationCloud database management services for Tax.com, supporting the management of large-scale tax data across the platform.
• ClouderasupportingTechnology or IntegrationCloud database management system utilized for big data processing and analytics capabilities within the Tax.com platform.
• AlteryxsupportingTechnology or IntegrationAnalytics automation platform used within Tax.com for data analytics and processing workflows.
• AmplitudesupportingTechnology or IntegrationProduct analytics platform integrated with Tax.com for tracking and analyzing user interactions with the platform.
• Automation AnywheresupportingTechnology or IntegrationAI data analytics platform supporting Tax.com's automation capabilities for tax processing workflows.
• ExaVaultsupportingTechnology or IntegrationCloud file transfer (FTP) services used for PinPoint, FilePoint, ControlPoint, and RatePoint indirect tax solutions.
• LobsupportingTechnology or IntegrationDigital mailroom management services integrated with Tracker PRO for unclaimed property due diligence communications.
• MailgunsupportingTechnology or IntegrationDigital mailroom management for Tracker PRO unclaimed property solution, supporting automated communication workflows.
• TwiliosupportingTechnology or IntegrationA2P (Application-to-Person) messaging services supporting the Owner Claims Portal functionality in Tracker PRO.
• Ryan, LLCcoreStrategic or Co-development PartnerTax.com is a division of Ryan, LLC. The platform is powered by the insights and expertise of Ryan's tax professionals. Ryan is the largest firm in the world dedicated exclusively to business taxes. The combination of Ryan's tax expertise with Tax.com's technology creates a unique integrated software and services model.
• Ryan Tax ServicescoreStrategic or Co-development PartnerStrategic acquisition of OneSource Property Tax and Transfer Tax Solutions in 2022 and Altus Group's Tax Services Business brought best-in-class compliance tools and property tax platforms (including itamlink) under the Tax.com umbrella.

Scale indicators10 records

Recent moves6 records

Expansion highlights6 records

Others

• Yardi: Yardi provides property management software used by REITs and large real estate operators, with which Tax.com's PropertyPoint, TaxFeed, and itamlink are qualified-integrated. Closer to an ecosystem partner than a head-to-head competitor.

Direct peers

• Vertex: Vertex is an enterprise indirect tax (sales, use, VAT) determination and compliance platform deeply integrated with SAP, Oracle, and other ERPs—competing with Tax.com's certified SAP and Oracle integrations of PinPoint.
• Longview Tax: Longview provides transfer pricing and intercompany tax management software for multinational enterprises, directly competing with Tax.com's Transfer Pricing Documenter, Transfer Pricing Operational, and TPLM offerings.
• Sovos: Sovos provides tax compliance software covering sales/use, VAT, GST, payroll, and unclaimed property for global enterprises. Its unclaimed property compliance offering competes head-to-head with Tax.com's Tracker PRO.
• Avalara: Avalara is a leading cloud-based sales tax, VAT, and compliance SaaS provider serving U.S. and international businesses with tax determination, filing, and exemption certificate management—directly competitive with Tax.com's PinPoint, FilePoint, ControlPoint, and RatePoint offerings.

Broad incumbents

• Oracle: Oracle's E-Business Suite, Fusion, and NetSuite include indirect tax and country-by-country reporting capabilities; Tax.com's PinPoint is certified on Oracle—the two compete and complement each other depending on depth of compliance required.
• SAP: SAP's S/4HANA and ECC include native tax determination and compliance functionality with which Tax.com's PinPoint integrates via certified APIs—a broad ERP incumbent whose native tax modules partially overlap with Tax.com's indirect tax suite.
• Thomson Reuters (ONESOURCE): Thomson Reuters sold the OneSource Property Tax and Transfer Tax Solutions to Ryan (now part of Tax.com) in 2022, but remains a broad incumbent in corporate tax software via ONESOURCE Income Tax, Sales Tax, and global trade—overlapping with Tax.com's transfer pricing and indirect tax modules at the enterprise tier.
• Intuit: Intuit ProConnect, Lacerte, and ProSeries serve professional tax preparers and SMBs with tax compliance software—adjacent to Tax.com's Fundingportal Growth and unclaimed property offerings, primarily for the lower end of the market.
• Wolters Kluwer (CCH): Wolters Kluwer's CCH product line includes CCH Axcess Tax, CCH SureTax (indirect tax), and TeamMate (audit)—a broad incumbent in professional tax and compliance software that overlaps with Tax.com's portfolio for accounting firms and corporate tax departments.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat6 records

Key risks7 records

Key highlights7 records

Customer concentration

• Facebookfacebook.com/Taxcom-61579152357548
• LinkedInlinkedin.com/company/tax-com-global

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Subsidiaries12 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 Tax.com