Resources

Insights for modern finance teams

Global sales tax rules change fast, and finance teams need clarity, not more confusion. This library brings together guides, research, webinars, customer stories, and product updates built for finance professionals.

Customer Stories
Hightouch reduced time spent on sales tax compliance to minutes per month with Anrok

Hightouch reduced time spent on sales tax compliance to minutes per month with Anrok

Hightouch is a leading Composable CDP that enables companies to sync data from their data warehouse to business tools. They enable their customers to deliver personalized customer experiences, optimize performance marketing, and move faster by leveraging data across their organization. And with a distributed team of over 200 employees across 30 states, Hightouch needed a reliable solution to manage their increasingly complex sales tax obligations. When Jessi Lu joined as Controller, she quickly recognized that Hightouch's rapid growth and distributed team could lead to major compliance challenges. Without a proper sales tax automation solution in place, the company was assuming unnecessary financial risk and creating future accounting headaches. Fortunately, Jessi’s experiences at previous roles with legacy solutions and manual sales tax compliance led her to partner with Anrok. Growing complexity with distributed employees and no tax automation When Jessi joined Hightouch, the company lacked a reliable and accurate sales tax compliance process. Their process wasn’t set to accurately pass along sales tax to the customer or track nexus in different states—meaning their liability would only keep growing. Starting with their QuickBooks implementation and later NetSuite migration, Jessi struggled to find a way to properly track and manage Hightouch's growing tax obligations. With employees spread across 30 states and no restrictions on where the company hired, the challenge was only getting more complex. "Our company is primarily remote. We do have offices in San Francisco and New York but about 200 employees are spread all over the country," Jessi says. "There's just a lot of volume, and it's not feasible for me to manually file returns every single month or quarter." For Jessi, one of the biggest challenges was the lack of visibility into employee locations and the tax implications of their distributed workforce. "Every time we hired someone in a new state, I didn't know about it," Lu says. "Rippling handled all of the setup for us for withholding, but it's not a flag that comes through payroll, so I would have no idea when somebody was hired in a new state. I would have to manually compare their state against a list of states I created."
Customer Stories
Gem found a faster path to growth with Anrok

Gem found a faster path to growth with Anrok

The finance team at Gem was getting infrastructure in place to support their future growth. Gem’s controller Temi Vasco knew that meant getting sales tax compliant to protect the company’s revenue—but she wasn’t sure where to start.
Customer Stories
AgentSync chose Anrok for SaaS sales tax expertise

AgentSync chose Anrok for SaaS sales tax expertise

Learn how VP of Finance Dave Jaras and the AgentSync team get peace of mind with Anrok.
Tool
Free tool: Estimate your sales tax exposure

Free tool: Estimate your sales tax exposure

Get started in understanding where you have sales tax exposure by downloading this handy template.
Webinars
Building your 2025 tax strategy: A practical guide for modern finance teams

Building your 2025 tax strategy: A practical guide for modern finance teams

Join Anrok's Head of Tax Eleanor Henderson and Escalon's finance experts Hugh Alexander and Andy Park for a practical conversation on building an effective tax strategy for 2025.
Webinars
Building the Modern Office of the CFO: How Anrok, Tabs, Rillet, and Abacum Work Together

Building the Modern Office of the CFO: How Anrok, Tabs, Rillet, and Abacum Work Together

High‑growth finance teams are outgrowing monolithic ERPs and spreadsheet glue, but many CFOs still struggle to make best‑of‑breed actually work in practice. In this session, the CEOs of Anrok, Tabs, Rillet and Abacum join Dean from Armanino to walk through how modern finance leaders are connecting revenue, tax, actuals and FP&A into a single, trusted source of truth. They will share what “good” looks like, where implementations go wrong, and practical patterns you can apply to your own stack over the next 12–18 months.
Articles

The questions SaaS finance teams ask us about sales tax

Get a behind-the-scenes peek into a conversation with a controller, answering the most frequently asked questions about sales tax for SaaS.
Webinars
Where is SaaS taxable in 2023?

Where is SaaS taxable in 2023?

Sales tax legislation is constantly changing—how can software finance leaders keep up? Tax experts from Anrok and Bennett Thrasher explain where and how SaaS is taxable in 2023.
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Proof by G2

The world's most innovative companies run tax on Anrok, ocollapsing the cost of running compliance and the risk of getting it wrong.

Customers

The companies building what’s next, run on Anrok.

From high-growth startups to global teams, modern companies use Anrok to automate tax compliance, expand into new markets, and stay audit-ready.

How Notion Cracked the Global Tax Problem

"You can build out a tax team of ten people, or you can have Anrok."

Latoya Phillips, Global Indirect Tax, Notion
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How switching to Anrok cured Jasper’s yearlong sales tax headache

"What Avalara couldn't do in 8 months, Anrok accomplished in less than a month."

Bronson Yoder, Controller, Jasper

Synthesia Got Global Tax Down to 4 Hours a Month

We kind of jumped straight to Anrok just because they're well known in the tech space with a focus on companies like Synthesia

Jeffrey O'Connor, Controller, Synthesia
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