Tools & templates
From taxability tools to financial planning templates, access free resources that help modern companies navigate sales tax obligations and streamline finance operations.
All tools
Investor-grade financials checklist for 2026
A stage-by-stage checklist for building investor-grade financials. Learn what systems, compliance, and governance investors expect from seed to Series B+.
Three-year financial projection template
Use this financial projection template to align revenue growth and profitability targets with your organization’s long-term vision.
Free tool: See where your product is taxable
Where is your product taxable in 2024? Sounds like a simple question, but the way digital products like SaaS are classified and taxed can change from state to state, and even city to city. Use this tool to see where every type of digital product is taxed.
Where do I have nexus? How to assess your sales tax exposure
If you’re selling software across state and country boundaries, you’ll need to stay on top of where you might have established sales tax nexus.
The SaaS sales tax checklist for every company stage
Whether you’re just starting your business or looking toward an exit, here are the key sales tax and VAT milestones you should look out for at any company stage.
Free tool: Estimate your sales tax exposure
Get started in understanding where you have sales tax exposure by downloading this handy template.
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