TaxData
TaxData is a Brazilian LegalFintech offering an AI-powered tax-as-a-service platform for accounting firms, tax lawyers, and SMBs, combining subscription tiers with performance-based fees for tax credit recovery and advisory services.
- Company typePrivate
- Founded-
- HeadquartersBarueri, Brazil
- Headcount11–50
- GTM typeB2B
- OfferingSoftware
What TaxData does
TaxData is a Brazilian LegalFintech founded in 2021 and headquartered in Barueri, São Paulo. The company operates a B2B SaaS platform branded as 'Tributário como Serviço' (Tax-as-a-Service), aimed at accounting firms, tax lawyers, and small and medium businesses in Brazil. Its stated mission is to democratize access to complex Brazilian tax law by allowing non-specialist accountants and lawyers to deliver advanced tax services without in-house expertise.
The platform is organized around five integrated modules: Judicial Ativo (active judicial case management), Gestão de Passivo (liability management — announced as upcoming), Recuperação Fiscal (tax credit recovery), FinTax (financial tax services), and Consultoria Tributária (tax consulting). Underlying technology combines AI-driven continuous monitoring of tax legislation and jurisprudence with process automation that analyzes taxpayer-specific structured data (CNPJ, revenue, CNAE/NCM) to produce customized tax strategies and recovery recommendations. The platform is delivered via a web application at app.taxdata.com.br and is LGPD-compliant.
TaxData monetizes through a hybrid model: three annual subscription tiers (Starter at R$999.99, Premium at R$2,499, and custom-priced Enterprise) plus performance-based success fees of 20-25% on recovered tax amounts. Distribution combines self-serve signup, Calendly-driven demo sales, and a White Label partnership program that enables accounting firms to resell TaxData services under their own brand. As of the latest data, the company operates with a 13-person team, no disclosed external funding, and no named enterprise customers, indicating an early-stage scale.
TaxData firmographics
Firmographics- Name
- TaxData
- Legal name
- TaxData
- Website
- https://taxdata.com.br
- Company type
- Private
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- TaxData is a Brazilian LegalFintech offering an AI-powered tax-as-a-service platform for accounting firms, tax lawyers, and SMBs, combining subscription tiers with performance-based fees for tax credit recovery and advisory services.
- Ownership category
- akta.pro rank
TaxData industry classification
Industry- Product category
- Tax Compliance & Recovery SaaS
- NAICS
- Tax Preparation Services (541213), Offices of Certified Public Accountants (541211), Accounting, Tax Preparation, Bookkeeping, and Payroll Services (54121)
- SIC
- Services-Computer Programming, Data Processing, Etc. (7370), Services-Management Services (8741)
- akta.pro primary industry
- Tax Advisory & Compliance (BPAHABAB)
- akta.pro secondary industries
- Tax Planning & Personal Tax Optimization Tools (FSAGADAJ), Revenue Systems, E-Filing & Digital Tax Administration (BPAIADAO)
Keywords
Where TaxData is headquartered
LocationHeadquarters
- HQ city
- Barueri
- HQ country
- Brazil
- HQ region
- Latin America
Offices1 record
Markets served
TaxData business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Technology or R&D, Personnel, Operations, Marketing or Sales, Infrastructure
Revenue model
- Subscription Plans: Annual subscription tiers (Starter, Premium, Enterprise) with monthly billing options. Provides access to platform features including active lawsuits, tax reviews, and partner discounts.
- Success-Based Fees (Honorários): Performance-based fees calculated as a percentage of successful tax recovery. Starter plan charges 25% of success, Premium 20%, with reduced rates for Enterprise. This aligns incentives between platform and customers.
- White Label Partnership Fees: Partners subscribe to plans and charge their own clients additional fees on top of TaxData's honorarios. Revenue generated from partner subscriptions and markups.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Starter Annual - For starting offices at R$999.99/year (R$99.99/month) |
| Subscription | Annual | Premium Annual - For offices expanding revenues at R$2,499/year (R$399.99/month) |
| Subscription | Annual | Enterprise Annual - For recurring consulting needs |
Go-to-market motion3 records
Distribution channels3 records
Marketing channels4 records
TaxData product offering
Product offeringCore offering
TaxData provides a Tax-as-a-Service (TaaS) SaaS platform that enables accounting firms and tax professionals in Brazil to deliver elite tax services—including tax credit recovery, judicial tax actions, liability management, and tax consulting—without requiring specialized in-house tax expertise. The platform leverages AI and process automation to continuously monitor Brazilian tax legislation and jurisprudence, analyze each case's technical profile, and generate customized tax strategies. The offering is sold through annual subscriptions (Starter, Premium, Enterprise) plus performance-based success fees on recovered amounts.
Product overview
TaxData is a LegalFintech offering 'Tributário como Serviço' (TaaS) - a unified platform combining AI-powered tax compliance, credit recovery, and consulting services. The core portfolio consists of five integrated modules: Judicial Ativo (active judicial management), Gestão de Passivo (liability management - upcoming), Recuperação Fiscal (tax credit recovery), FinTax (financial tax services), and Consultoria Tributária (tax consulting). These are delivered via three subscription tiers (STARTER, PREMIUM, ENTERPRISE) plus a White Label partnership program, enabling accountants and lawyers to access tax services 'one click' without specialized expertise.
Differentiator
Problem solved
Functional benefit
Products and services
- Judicial Ativo Active judicial case management module that handles tax-related lawsuits and legal proceedings within the TaxData platform, with capacity for up to 10 simultaneous active legal actions on the Starter plan and unlimited on Premium and Enterprise.
- Recuperação Fiscal Tax credit recovery service that identifies and recovers taxes paid in excess through AI-powered analysis of taxpayer data, offered on a performance-based fee structure with success rates starting at 25% (Starter) and 20% (Premium).
- FinTax Financial tax service module combining finance and tax capabilities for comprehensive tax optimization, including precatório recommendations and receivables anticipation on Enterprise plans.
- Consultoria Tributária Tax consulting service providing expert guidance on tax matters and compliance requirements, delivered either as direct advisory or as white-labeled expertise for partner firms.
- TaxData SaaS Platform (TaaS) Unified Tax-as-a-Service (TaaS) SaaS platform combining AI-powered tax compliance, credit recovery, judicial management, and consulting services, delivered via the app.taxdata.com.br web application to accounting firms and tax professionals in Brazil.
Quantifiable outcome
- Tax credit recovery for clients without requiring specialized expertise
- +1 more outcomes
Companies that use TaxData
Customer profileSegments3 records
Ideal customer profiles3 records
TaxData technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
AI capability3 records
Feature4 records
TaxData partnerships and signals
Strategic signalScale indicators1 record
Recent moves3 records
Expansion highlights5 records
TaxData competitors and assessment
Company assessmentBroad incumbents
- TOTVS: Brazil's largest enterprise software company with broad ERP, tax management, and fiscal compliance offerings. A broad incumbent whose tax and fiscal modules overlap with TaxData but span a much wider portfolio including HR, ERP, and B2B platforms.
- Sovos: Global tax compliance and regulatory technology provider covering indirect tax, VAT, and e-invoicing with strong presence in Brazil. Overlaps with TaxData in digital tax administration and compliance, but as a much larger, established incumbent.
- Thomson Reuters (ONESOURCE): Global tax compliance and technology vendor offering corporate tax software, transfer pricing, and indirect tax automation. Competes with TaxData in the tax technology category at the upper end but serves a much broader enterprise customer base.
Emerging players
- Clicksign: Brazilian digital signature and document automation platform widely adopted by accounting and law firms. Serves the same professional services channel as TaxData and provides complementary workflow automation for tax-related documentation.
- JusBrasil: Brazilian legal technology platform providing jurisprudence search, legal information, and case monitoring. Adjacent to TaxData's continuous monitoring of tax legislation and jurisprudence, with overlap in tax-related legal content for professionals.
- Taxfix: European tax filing app offering simplified digital tax return preparation. Comparable in mission to digitize and simplify tax services through a technology platform, though serving consumer filing rather than TaxData's professional channel.
Direct peers
- Conta Azul: Brazilian SaaS platform serving accounting firms and SMBs with cloud-based accounting, fiscal, and tax automation. Directly competes in the same Brazilian SMB/accounting-firm tax and financial management category as TaxData.
- NFE.io: Brazilian fiscal SaaS providing electronic invoice issuance, tax compliance, and fiscal document management. Comparable in serving SMB tax compliance needs and selling through accounting partners in Brazil.
- Agilize: Brazilian accounting and tax automation SaaS for SMBs and accountants. Comparable target market (SMBs and accounting offices) and overlapping tax compliance capabilities, making it a direct competitor for TaxData's core segments.
- eNotas: Brazilian SaaS focused on fiscal automation including electronic invoicing, tax calculation, and compliance. Overlaps with TaxData in tax compliance automation for Brazilian SMBs and serves similar accounting firm channels.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
TaxData social profiles
Digital presenceTaxData compliance and trust
Trust signalCompliance1 record
TaxData financial estimates
Financial estimateRevenue estimate
Valuation estimate
TaxData leadership team
Management profileNumber of profiles
Profiles1 record
TaxData funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
TaxData 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 TaxData
What does TaxData do?
TaxData provides a Tax-as-a-Service (TaaS) SaaS platform that enables accounting firms and tax professionals in Brazil to deliver elite tax services—including tax credit recovery, judicial tax actions, liability management, and tax consulting—without requiring specialized in-house tax expertise. The platform leverages AI and process automation to continuously monitor Brazilian tax legislation and jurisprudence, analyze each case's technical profile, and generate customized tax strategies. The offering is sold through annual subscriptions (Starter, Premium, Enterprise) plus performance-based success fees on recovered amounts.
Is TaxData a public or private company?
TaxData is a private company. It is classified as unknown and is currently operating.
When was TaxData founded?
TaxData was founded in -1. It employs 11 to 50 people.
Where is TaxData based?
TaxData is headquartered in Barueri, Brazil, in the Latin America region.
How does TaxData make money?
Three revenue lines are on record. Subscription Plans are the primary driver. The others are success-Based Fees (Honorários) and white Label Partnership Fees.
Who are TaxData's main competitors?
Broad incumbents on record are TOTVS, Sovos and Thomson Reuters (ONESOURCE). Emerging players are Clicksign, JusBrasil and Taxfix. Direct peers are Conta Azul, NFE.io, Agilize and eNotas.
Does TaxData have an API?
No public API is recorded for TaxData.
What industry is TaxData in?
TaxData's product category is Tax Compliance & Recovery SaaS. Its primary akta.pro industry code is BPAHABAB, Tax Advisory & Compliance, with a secondary code of FSAGADAJ, Tax Planning & Personal Tax Optimization Tools. Its NAICS code is 541213 and its SIC code is 7370.