How We Help You Advise Your Clients:


Survey your clients

Invite your clients to complete a brief survey to calculate their LumaTax Compliance Score™. This score with help you quickly identify who is most in need of Sales and Use Tax advisory services, including in-depth nexus analysis.


Gather Transaction Data

Securely upload Amazon, Shopify, and any other source system transaction history; LumaTax will flag any errors or missing information - and automatically normalize and consolidate data for you. No pivot tables necessary.


Determine state-by-
state exposure

LumaTax generates an engaging state-by-state economic nexus analysis report. Configure it to fit your needs with a few clicks, and it's ready to share with your clients.


Take Action

Use the report to help identify the best next steps for your client in each taxing jurisdiction.

Need to register? Let LumaTax handle the complexities of registering your client for sales tax and business licenses.


Click Here to View A Sample Report

Simplify Your Sales Tax Advisory Workflow

One Place

Manage your client profiles, data, analysis reports, and registrations in one place.

Measure Client Exposure

Our LumaTax Compliance Score helps you identify your most at-risk clients.

Organized Data and Documents

Upload source system data from Amazon, Shopify, and any other sales channels. No need to consolidate- LumaTax will do it for you.

Auto-Map Source System Data

LumaTax will remember your previous configurations or automap for you*.

Automatic Error Detection

LumaTax will validate data and flag missing information or incomplete transactions.

State-by-State Economic Nexus Analysis

Generate presentation-ready nexus analysis reports to share with your clients.

Manage Client Registrations

Submit multi-state SUT and business license registration requests in minutes.

Unlimited Users

Invite your team and clients to LumaTax for secure collaboration.
*Automap is available for Amazon and Shopify at this time

"[LumaTax] has provided us an ongoing deliverable we sell as an add-on service, which solves a client need for ongoing monitoring."

-Tim Cofrin, Aprio

SOC 2 Type II Certified

LumaTax works with an independent AICPA certified auditor to maintain a SOC 2 Type 2 report, which objectively certifies our controls to ensure the continuous security, availability, and confidentiality of our customers' data.

For more information, please contact us.

We Are LumaTax

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We're on a mission to transform how accounting firms approach the Sales Tax Advisory service line.

We built the industry's first advisory-enablement tool because we envision a future where accountants spend less time on complex data input, research, and compliance tasks and more time proactively delivering valuable, data-driven insights to help clients succeed.

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