A digital sales tax platform built for Tax Hero, a US-based CPA firm automating computation, payment, and filing across every state, for e-commerce clients on Shopify and beyond.
Tax Hero is a US-based CPA firm that has handled sales tax computation, payment, and return filing for clients since 2010. As e-commerce clients grew, manual processing across different state tax rules became slow and difficult to scale. Tax Hero needed a digital solution that could extract transaction data directly from e-commerce platforms — starting with Shopify — and handle the tax computation and filing differences across every US state.
Sales tax computation and filing rules vary by state, and the system had to apply the right logic for each delivery location.
Tax rates and rules change often, so the computation engine needed to adapt dynamically rather than run on fixed logic.
The platform pulls sales transaction data directly from merchants’ e-commerce accounts, starting with Shopify, instead of relying on manual entry.
The solution was designed to extend to other e-commerce platforms as Tax Hero’s client base grew.
Business requirements are gathered using elicitation techniques like Brainstorming and Prototyping. User interfaces have been created to categorize the functionalities as per the business need. Each functionality is further drilled down into activities and tasks. A project plan is created for timely deliveries and to track change management. Entire process is managed and tracked through weekly status reports exchanged between all stakeholders for better management.
A dedicated login gives each client access to their own sales tax data and filing status.
The dashboard brings together sales transaction extraction, tax computation by state, online payment, return filing, and state-specific reminders in one interface.
Innvectra studied the sales tax system in each US state and the specific pain points Tax Hero wanted to solve.
Designed the solution to stay current with evolving technology, so Tax Hero could scale its services without a costly system change.
Built the data extraction pipeline for Shopify merchants and the state-by-state tax computation logic.
Added online tax payment, return filing, and state-specific deadline reminders.
Designed the application to extend to other e-commerce platforms beyond Shopify as the business grows.
Enables the firm to serve more clients with the same team, by processing sales tax faster
Reduces operating costs and improves the bottom line of the professional services business
Lets CPA firms and tax consultants deliver services at a lower rate than before
Never miss a tax payment or filing deadline
Processes that used to take hours or days now take minutes
Single dashboard for extraction, computation, payment, and filing
Founder & CEO, Tax Hero
From tax computation to full-lifecycle platforms, we’ve built systems that turn complicated regulatory work into one dashboard. Let’s talk.
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