TaxCloudReviews of taxcloud.com

Very good service. My only request would be to add more integrations to widely used and some of the newer web platforms.

Taxcloud has been only good for us. Easy to install and use. The only problem we had was with the CS person, she would not get us in contact with tech support. Just kept giving the same info like it was at our end - it wasn't. Once we finally got tech support within 10 minutes all was rolling smooth.

Customer Service is Excellent! Reports, not so much. If you know what to look for you can make sense of the reports, but more development time needs to be spent in order for all pertinent info to show up on the jurisdiction reports correctly. This product is better than the competition, though.

They take the burden off of me and file and pay the taxes. They say they will call you back on an issue but never do. normally That would make me give them 1 or 2 stars but they make the tax problem go away that is worth making an extra call or two. The states pay them for the work so there is no cost which is great. before I found Tax Cloud I paid several thousand per year to do this and had a lot of manual work to do. now they just pull the orders direct from Shopify and file the taxes!

TaxCloud has been and is a great solution for our company, OptiMA Inc! We have been using the program for almost a year now. The ease of use, straight forward implementation and cost were the deciding factors to choose TaxCloud. We have not regretted it and I look forward to the continued improvements being made to the software. Once TaxCloud improves the report data for self-filers, I will change my four star review to a five star review! To be helpful, let me explain how we found, implemented and use TaxCloud- When the Supreme Court ruled in south Dakota v Wayfair allowing states to be able to mandate businesses without a physical presence, I knew I had my work cut out to identify a viable solution for my company. Years ago, I worked in retail accounting at a major shoe store with (over 1200 stores in the US) That company (Thom McAn), had an entire sales tax department to take care of the sales tax requirements for all of the states! It was no joke. My own company sells via the internet to the entire US as well- I knew I would have potential requirements in all the states and I knew I could not afford an entire department to handle this issue. With my background as a CPA, I was able to effectively analyze the various tax program options on the market. It was a time-consuming process, but TaxCloud was my number one choice, hands down. We had to interface TaxCloud with our two webstores as well as our in-house order entry system (All Orders by Number Cruncher – also an incredible software program). IT had to work their magic to connect everything - it had to be tested and the kinks worked out. The testing period was critical to identify issues, but with due diligence we were able to address and resolve issues that came up. TaxCloud was available for input throughout this process via conference calls and emails. We were up and running within a month. We currently collect and report in 13 states. TaxCloud continues to track sales by states and a notification is sent when any additional state economical thresholds are met. Upon that notification, I register with the state and “turn on” tax collection in TaxCloud for that state. This is an extremely helpful feature. For reporting, TaxCloud offers a service where they create and file reports on a company’s behalf or you can choose to be a “self-filer”. I chose the self-filer option as I have the skill set to be able to handle this and cost is less because of this. I am so thankful TaxCloud has the option to self-file and has a reasonable charge associated with this option. Regarding self-filing – TaxCloud is continuing to work and simply this for users like myself. Given there are 50 states, with 50 different ways of assessing and collecting tax, and 50 states that continually change tax rates at the city, state and local level, it is an incredibly difficult feat to provide a one format reporting, that fits all states. I believe TaxCloud understands this is where more development is needed on their part to facilitate self-filers. There is a “Jurisdiction Report” created by TaxCloud, but for many state reporting’s, I must manipulate the detailed data to create what is required by the state for reporting. Not hard, just takes time. It would be nice if TaxCloud had a feature to sum up transactions by a quarterly basis as I have states that require quarterly reporting. Currently, the Tax Reporting is only done month by month and I must compile three months’ worth of reports into one. One other thing that would be nice is if TaxCloud could separately report freight charges each month. Freight is taxable in some states and not in others so it is important to know that figure for reporting purposes. Good luck to all who are searching for a sales tax program! Take your time, do your research, evaluate your skill set and definitely chat with TaxCloud to see if it is a good fit for you.

The team is very responsive and works hard to solve issues. One issue I would like to see improvement on is the determination process of the appropriate TIC code for a product.

Good for the most part. Sometimes if the api can't connect with the servers, the tax rate is missed and doesn't collect correctly. Or occasionally the tax rate is wrong. For the most part the system works. I wish there was a better way to integrate in refunds or partial refunds. Seems those are still a manual process for us....

The online Chat has been very helpful. It a bit unclear at first how it all works but it's FREE. I haven't applied for the non-SST states yet but it seems that won't be so straight forward for Taxcloud and some other companies too. Essentially you have to apply and it up to their discretion to allow auto filling. I was supposed to receive a setup call but it never happened. The online chat help has been very helpful, though! I haven't tried the help number. Other tax services have better customer service (as in they pursue to help you more rather than wait to be asked for help) but I expected as much from a free service. If you only require SST service it's a great option for companies just starting out. If the non SST sales tax services cost end up equal or more than their competitor ( If they start charging per filing like others) I would probably consider another service... But they look to be the cheapest option so far.