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For the people who own the evidence

Different desks.
The same source of truth.

For indirect-tax directors, controllers and the advisers supporting US multistate B2B sellers with exempt customers.

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Research-stage concept · illustrative product preview

EXEMPTLINK / USE CASESCONCEPT PREVIEW
Three responsibilities, one recordTax lead, controller and adviser connect to evidence through distinct responsibilities.Three responsibilities, one recordDEMO / ILLUSTRATIVE · concept previewTax leadClassify true gapsControllerReview period differencesAdviserInterpret source evidenceOne reviewable recordTransaction / certificate / sourceOwner and next actionDecision reason retained
Illustrative mobile scene
Tax lead / evidence
Controller / population
Adviser / handoff

Three responsibilities, one record

Stack role summaries and the record.

Human review required
DEMO — SYNTHETIC DATAFinite sequence · reviewed states
Indirect-tax director

Know which claim
needs a closer look.

Classify the true gaps, inspect the jurisdiction context and preserve the decision behind each held transaction.

Your review question

What is newly unsupported
after existing-suite coverage?

A proposed link is useful only when the owner can inspect its source and distinguish a true gap from a false warning.

Explore jurisdiction checks
JurisdictionSelected
Named entityReview
Required fieldsUnknown
Controller

Explain the bridge
before changing anything.

Align the monthly engine, GL and exemption populations, then assign each difference for review.

Your review question

Is it a cutoff, a mapping
or missing source evidence?

The illustrative USD 900 difference is an absent export row. It is not a liability and never triggers an automatic journal entry.

Explore reconciliation
GL16,000
Engine15,100
Evidence16,000
Illustrative USD / April 2026
Adviser or ERP implementer

Prepare the handoff.
Keep client permission visible.

Sales-tax advisers, implementers, controller associations and ecommerce tax integrators are proposed acquisition channels, not claimed partners.

Client-approved discovery

Start with a gap checklist

Use an ungated sample-review sheet to identify the repeat job and the client’s present coverage.

Read the checklist
Joint scoping

Bring the tax owner

Agree one state, source access, the selected workflow and who approves any customer-contact script.

Discuss a referral
Evidence handoff

Preserve the trail

Make original sources, correspondence and unresolved questions easy to inspect together.

Explore packets
A bounded first step

Start with a sample.
Find out what it adds.

One state. 100 historical exempt sales. One selected workflow. A decision grounded in your tax owner’s review.

Discuss a pilot Proposed pilot · no records required to start