Trainual’s SaaS product helps teams capture internal knowledge to streamline onboarding, training, and other business processes.
Like many software businesses, Trainual has grown quickly—and the team found themselves facing a significant challenge in managing sales tax compliance as they scaled.
When Kelsey Curzon joined Trainual as its first accountant, the company was preparing for its Series B funding round. Curzon knew they needed to find a sustainable, automated sales tax solution as soon as possible.
“In the past, I worked for a company where we did all of our sales tax filings manually,” Curzon says. “When I joined Trainual and saw the spread of customers and our options for filing, I thought, there’s no way we can do this manually.”
A legacy tax tool that never started working
The company had purchased a legacy sales tax tool early on, so Curzon started by trying to get it up and running. But the team struggled to effectively implement the tool with their billing system, Stripe—and with the company’s nonexistent customer support.
“I literally could not get anybody to respond to my emails,” Curzon says. “At that point, I didn’t even care if the product worked. I didn’t want to work with a company that had such bad support.”
Trainual needed a reliable sales tax solution that would take the manual work off Curzon’s plate. She began a new search for a suitable sales tax solution and was relieved to find Anrok, a platform tailored specifically for SaaS businesses.