Resources for SaaS finance leaders

Sales tax 101
Guides

Navigating an active sales tax audit: 5 expert tips for SaaS companies

Here are 5 critical strategies tax experts recommend for successfully navigating sales tax audits. Learn how to protect your SaaS business from penalties, minimize disruption, and confidently manage the audit process from start to finish.

Read more
Sales tax 101
Guides

What happens during a sales tax audit? + Common areas of scrutiny

Learn how SaaS businesses can prepare for and successfully navigate sales tax audits. Discover key strategies to manage tax compliance, avoid costly penalties, and protect your growing business from tax-related risks.

Read more
Future-proofing
Guides

Top-down vs. bottom-up: What’s the difference in financial planning?

Learn how to create comprehensive financial projections, get expert techniques for accurate projections, and download our ready-to-use template.

Read more
Future-proofing
Guides

Financial projection template: A guide to building your company’s financial future

Learn how to create comprehensive financial projections, get expert techniques for accurate projections, and download our ready-to-use template.

Read more
Future-proofing
Guides

How to evaluate an ERP system for finance and accounting

Get the essential steps to effectively evaluate an ERP system for finance and accounting—including how it integrates with your sales tax automation tools.

Read more