We are proud to announce a strategic partnership with CereTax, an Application Programming Interface (API)-first indirect sales tax automation platform, to help organizations streamline tax determination, reduce compliance risk, and accelerate implementations. Together, CBIZ and CereTax deliver the combination of trusted advisory and modern, API-first technology that finance and tax teams need to move faster with confidence.
“Clients want certainty and speed as they expand into new products, channels, and states. By pairing CBIZ’s sales and use tax advisory and managed compliance services with CereTax’s API-first platform, we’re helping organizations implement faster, reduce risk, and maintain audit-ready accuracy at scale, all at a competitive cost,” said Joshua Widener, Senior Manager – Intelligent Automation at CBIZ.
“Sales and use tax rules evolve constantly, especially as product taxability and marketplace obligations shift. Our State & Local Tax (SALT) team sees the downstream impact every day. By combining CBIZ’s end‑to‑end advisory and managed compliance capabilities with CereTax’s transparent, API‑driven engine, we’re giving clients a clearer path to compliance, faster determinations, fewer manual overrides, and audit‑ready documentation that stands up as they grow into new states and channels,” said John Bonk, Managing Director of SALT Services at CBIZ.
Features of the CBIZ-CereTax Partnership
The partnership combines CBIZ’s advisory and implementation capabilities with CereTax’s API-first platform to address the full spectrum of sales and use tax needs:
- Real-time tax determination and calculation across e-commerce, Enterprise Resource Planning (ERP), billing, and point-of-sale (POS) systems through modern APIs and prebuilt integrations.
- Support for complex product taxability, sourcing rules, exemption management, and evolving nexus obligations.
- Streamlined filings and remittance with audit-ready reporting and visibility for finance and tax teams.
- Implementation, integration, testing, and change management delivered by CBIZ to accelerate time to value and minimize disruption.
“Indirect tax automation only works when the engine is right. CereTax is built for that – API-first, audit-ready, with the kind of transparent logic that doesn’t require a lot of overrides to maintain. CBIZ brings the advisory depth to get organizations there quickly. Together, we’re giving companies a tax stack they don’t have to second guess,” said Mike Sanders, CEO of CereTax.
Who the Collaboration is Designed For
The collaboration is designed for organizations experiencing rapid growth, managing multi‑channel or multi‑state sales footprints, and seeking scalable automation that keeps pace with changing regulations. Together, CBIZ and CereTax help clients replace manual processes, lower error rates, and create a sustainable, auditable compliance foundation.
To learn more about how CBIZ and CereTax can help you automate sales and use tax with confidence:
- Explore CBIZ Sales & Use Tax Automation services
- Learn more about CBIZ State & Local Tax (SALT) Services
- Learn more about CereTax.
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