State Nexus and SaaS Taxability
Decision Support
SaaS Sales Tax IQ is a structured research and compliance workflow platform for SaaS companies and the tax professionals who advise them. Track economic nexus thresholds, research SaaS taxability treatment by state, and generate prioritized compliance action items in one place.
Built by Nicolette Yeardé, CPA, EA, MTax, Certified AI Consultant, QuickBooks ProAdvisorLPB Tax and Accounting Services
This tool is for tax research and decision support only. It does not constitute legal or tax advice and does not replace a state-specific technical review by a qualified tax professional.
Platform Features
A complete indirect tax research and compliance workflow for SaaS businesses.
Nexus Tracker
Track physical and economic nexus thresholds across all 50 states with revenue progress indicators and registration status monitoring.
State Taxability Matrix
State-by-state SaaS tax treatment with nuanced 5-tier classifications, basis citations, B2B exception analysis, and bundled transaction rules.
Action Center
Compliance recommendations with priority levels derived from nexus and taxability data. Full reasoning visible for every recommended action.
Research Notes
Document state-specific research memos, ruling summaries, statute citations, and advisor observations in a structured workspace.
Audit Trail
Field-level change log with timestamps, user attribution, and reasoning for every update. Defensible compliance documentation built in.
State Drill-Down
Deep-dive analysis per state covering the complete 3-step determination chain: nexus, taxability, and recommended action.
Built For
SaaS Sales Tax IQ is designed for professionals who need structured, defensible indirect tax research.
Tax Professional / Tax Advisor
Advise SaaS clients on multi-state indirect tax exposure with structured, defensible research documentation.
CFO / Controller
Understand where your SaaS company has nexus, which states have taxability risk, and what actions your team should prioritize.
Tax Compliance Team
Manage the full state-level compliance workflow: nexus tracking, taxability research, registration, and ongoing monitoring.
Simple, Transparent Pricing
Choose the plan that fits your practice. All plans include the full 50-state nexus and taxability workflow.
Solo SaaS
For SaaS companies managing their own nexus
($79/mo billed annually)
- 1 company profile
- 50-state nexus tracker
- Full taxability matrix
- State drill-down (all 50 states)
- Product classifier (up to 10 products)
- Action center
- Research notes
- Audit trail
- CSV export
Additional companies: $20/mo each
Advisor
For tax professionals and tax advisors managing SaaS clients
($129/mo billed annually)
- Up to 5 company profiles
- Everything in Solo SaaS for each company
- Branded exports
- Priority email support
Additional client companies: $15/mo each (beyond 5)
Firm
For larger tax professional practices or fractional tax teams
($249/mo billed annually)
- Up to 15 company profiles
- All Advisor features for each company
- Shared team access (3 to 5 users)
- Priority onboarding session
Additional companies: $10/mo each
Above 30 companies: Contact for custom pricing