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Permission before evidence

A small sample.
A meaningful decision.

A proposed retrospective review of 100 historical exempt sales, their evidence, and your existing vendor coverage. One state. One selected workflow.

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Research-stage concept · illustrative product preview

EXEMPTLINK / PILOTCONCEPT PREVIEW
A bounded sampleA 10×10 specimen grid sets the proposed 100-sale sample; only a selected slice is illustrated.A bounded sampleDEMO / ILLUSTRATIVE · concept previewProposed retrospective sample100 historical exempt salesOne agreed state / one selected moduleNamed tax owner / permissioned sourcesCompare existing-suite coverageNo system writes or automatic outreach
Illustrative mobile scene
100 / PERMISSIONED HISTORICAL SAMPLE

A bounded sample

Replace dense grid with “100 sales / one state / one workflow.”

Human review required
DEMO — SYNTHETIC DATAFinite sequence · reviewed states
100Historical exempt sales
01US state selected
01Independent workflow
HumanTax-owner ground truth

These numbers define proposed scope, not measured results. Reconciliation testing additionally needs agreed monthly export populations.

Before records are shared

Agree the boundary first.

AgreementWhat needs to be explicit
PermissionWho can grant access; which seller, entity, state, period and files are included.
ReviewA named tax owner and the source/form assumptions to inspect.
BaselineCurrent ECM/tax-engine vendor, modules, alerts, review time and known gaps.
Data handlingApproved transfer, least-privilege access, retention and deletion terms.
OutreachSeparately approved scripts and recipients; not included in sample-review consent.
Commercial scopeSelected module, proposed deliverable, budget owner and written pilot decision.
The pilot scorecard

Count findings
after human review.

Primary measure

Confirmed gaps per 100

Tax-lead-confirmed unsupported exemptions, separated into known alerts and previously unidentified gaps.

Read the method
Work required

Review and remediation effort

Track review time, false positives, omissions and the practical work needed to resolve a true gap.

Commitment

A funded decision

A conversation or click is not a purchase. Record scope, tax-owner sign-off and a signed, funded pilot.

Proceed when

A new, remediable gap
has an accountable owner.

Proceed only with incremental findings beyond current coverage, tax-owner sign-off and a paid audit-prep commitment.

Stop when

The current suite
already closes the job.

Stop when the incumbent resolves the same issue at lower total review cost. Demo polish is not evidence of demand.

A bounded first step

Scope the pilot
before sharing records.

The initial conversation needs business context only. No transaction files, certificates or customer details.

Discuss a pilot Proposed pilot · no records required to start