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Built to help you
help your clients.

While many sales tax software companies focus on the operating side of sales tax, such as tax rates and calculations, we focus on building technology to power sales and use tax advisory services. It begins with Nexus. We help you uncover who is exposed, measure that exposure, assess the implications, and take action.

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Easily survey your clients

Understanding which of your clients have exposure is the first step in effectively establishing a compliance plan for them. We believe this should be easy, collaborative, and, most importantly, secure.

Invite each of your clients to access and complete a secure, online nexus questionnaire survey. Or you can enter this information on your client's behalf, if you prefer. LumaTax will score the results of this survey and offer a LumaTax Compliance Score (LCS) for each client.

If a client has a low score, they are at risk of exposure under Wayfair and pursuing a full economic nexus analysis is often the best next step.

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Reduce time on data
capture and clean up

With LumaTax, your team will not need to spend hours collecting data from clients and working in excel to clean it up for analysis.

You or your client can securely upload transaction history from all of your clients' sales systems, dating back as far as you'd like.

LumaTax normalizes and consolidates transaction data for you, offering a summary of transaction totals, tax collected, and more. As part of this review, LumaTax will validate the data - flagging missing information or incomplete transactions.

Share comprehensive reports with your clients

LumaTax will take your client's profile and transaction history and automatically assess economic nexus thresholds and overlaying physical nexus exposure in each taxing jurisdiction, quantifying the client's exposure.

LumaTax then generates an engaging state-by-state nexus analysis report. You can configure it to fit your needs with a few clicks, and it's ready to share with your client.

This report, combined with your expertise, helps you advise your client on the requirements for each taxing jurisdiction and pursue the appropriate next steps. In many cases, this will open the door to additional advisory opportunities for your firm to best serve your client.

Click Here To View A Sample Report

At Risk Industries

Several key industries are more exposed to sales tax risk than others. Differentiating between companies that sell tangible personal property (TPP), companies that participate in the modern digital/software economy, and those that engage in service industries is paramount to the correct risk assessment for your clients.

LumaTax enables you to survey all of your clients, including the most at-risk, to measure their exposure and perform detailed analysis if needed. Our tools eliminate the need for extensive tax research, applying the rules for each taxing jurisdiction and industry.


Companies that sell tangible goods are in the eye of the storm under the South Dakota v. Wayfair decision. With the advent of omnichannel distribution models, marketplace facilitators, and remote sales, these companies are at the highest risk for exposure.


The manufacturing sector will often have both wholesale and retail distribution which adds a layer of complexity to determining exposure. Wholesale distribution requires an additional layer of compliance documentation to protect the business.


In many U.S. jurisdictions, software subscriptions and cloud applications are subject to tax, creating hurdles for technology companies. States are rapidly adapting their laws to tax these segments.

Digital Goods & Services

The digital economy is becoming increasingly challenging for companies, as state taxing authorities often apply archaic laws to modern business models, leaving uncertainty in the interpretation of taxability.

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