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Practical guides for tax technology professionals
Download our practitioner-authored guides on cannabis tax compliance, indirect tax implementation, and enterprise tax technology. Free, just tell us where to send updates.
Tax Technology Implementation Roadmap
A phased roadmap for deploying tax engines (Avalara, Vertex, Thomson Reuters) within enterprise ERP environments. Covers scoping, configuration, testing, and go-live validation.
Indirect Tax Compliance: A Practitioner's Guide
From nexus determination to exemption certificate management, this guide walks through the full indirect tax compliance lifecycle with practical implementation notes for ERP and tax engine integrations.
Cannabis Tax Jurisdiction Comparison Checklist
A structured checklist covering excise structures, rate tiers, product category rules, and filing cadences across 34 US and Canadian jurisdictions. Built for compliance teams and system implementers.
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