For fractional CFOs
Sales-tax compliance for the SaaS bookkeepers who run many books.
One workspace where every portfolio company sits in its own slot — each book's nexus posture, filing cadence, and exemption certificates surfaced the same way, the instant a client adds a new state or crosses a threshold.
What changes at the portfolio level
Built for the way you actually bill clients.
Switch between client companies
A single workspace, one tab per book. Per-company revenue watch, registrations, and certificates stay filed under each client — so the work you bill for under one engagement never bleeds into another's filing calendar.
Per-client nexus posture
At a glance: which states each book has tripped, which are still clear, and where the next 12-month threshold is about to fire. No copying tabs — the dashboard re-reads the right ladder the moment you switch context.
Batched compliance health
Scan an entire portfolio in one pass — see which filings are still open, which certificates have expired, and which states are about to require a registration across every client you serve. Cut the standing-9-am meeting.
What fractional CFOs say
One workspace, every portfolio book.
- Customer 1
- Customer 2
- Customer 3
- Customer 4
- Customer 5
Customer testimonials drop in here as paid pilots close.
Talk to the founder about a pilot.
Drop your details and a line on what your portfolio looks like — we'll come back within a business day with a pilot shape that fits.