How We Help You Advise Your Clients:
Survey your clients
Gather Transaction Data
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.
Simplify Your Sales Tax Advisory Workflow
Measure Client Exposure
Organized Data and Documents
Auto-Map Source System Data
Automatic Error Detection
State-by-State Economic Nexus Analysis
Manage Client Registrations
"[LumaTax] has provided us an ongoing deliverable we sell as an add-on service, which solves a client need for ongoing monitoring."
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
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.