Minded keeps nexus, rates, certificates, and filings moving while your team stays in control.
Let AI Agent run your sales tax compliance
Track Nexus
"Track economic nexus exposure by state for the selected client in NetSuite for the previous quarter, and roll forward year-to-date totals. Compare each state's sales count and dollar volume against the published threshold (commonly $100,000 in sales or 200 transactions per year). Surface states approaching threshold, states already over, and any state with a registration gap. Pause before registering a new state, that needs explicit firm approval. If a state has a marketplace facilitator carve-out, ask me whether marketplace sales should be excluded for this client. Send a Slack digest with at-risk states, the threshold consumed, and the trailing 12-month trend."
Apply Rates
"Apply state and local sales tax rates to this month's open invoices for the selected client in QuickBooks Online. Use ship-to address for tangible goods and the client's sourcing rule for services and digital goods. Distinguish taxable, exempt, and out-of-state customers. Pause before changing the tax treatment on an issued invoice. If a customer's status is unclear, ask me whether to follow the prior period's treatment or hold the invoice for review. Send a Slack note with rate-changed invoices, exemptions applied, and any address that failed geocoding."
Validate Certificates
"Validate exemption certificates for tax-exempt customers in Sage Intacct before the next filing window. Pull each certificate from Google Drive, check the state, the certificate type, the customer name, and the expiration date. Tie each certificate to the invoices it covers. Flag expired certificates, missing signatures, and customers with exempt invoices but no cert on file. Pause before changing a customer's exempt status in the ledger. Ask me where the client stores resale and exemption certificates if the folder is not obvious. Return a list of valid, expiring, and missing certificates with linked invoices."
Prepare Returns
"Prep per-state sales tax returns for the previous filing period for this client in Xero. Group taxable, exempt, and out-of-state sales by state and local jurisdiction, apply each state's filing schedule (monthly, quarterly, or annual), and reconcile against ledger balances. Exclude states without nexus and states already filed. Pause before marking a return ready to submit, that needs my approval. If a jurisdiction has a discount for on-time filing, ask me whether the client takes it. Save the working files, exemption support, and reconciliation pack to Google Drive and return a summary of totals by state."
Up to 80% Lower Cost to Serve
Up to 80% lower cost to serve: the savings come from removing the per-state cross-checking work, not from skipping review. Sales tax compliance burns hours specifically in that cross-check between state, product, and customer status.
One Agent Across the Firm's Mixed Ledger Portfolio
A US firm rarely lives in one ledger. The same sales tax logic should run on QuickBooks Online for SMB e-commerce, NetSuite for mid-market SaaS, Sage Intacct for service firms, and Xero or Zoho Books elsewhere. The agent has to carry the rules, not the connector. For the close-side workflows, this connects to month-end close with AI.
Coding-Style Memory for State, Product, and Customer
Sales tax software fails most often on edge cases: a SaaS subscription that is taxable in some states and not others, a digital download with different sourcing, a non-profit customer with a state-specific exemption. AI for accounting firms should remember each client's prior treatment per product and per customer, not apply a generic table.
How does Minded support sales tax compliance across multiple states?
Minded reviews client transactions, ship-to locations, taxable items, customer records, and filing calendars across connected ledgers. It helps your team identify where sales tax needs attention, prepare state-specific workpapers, and keep review notes organized before returns are approved or filed.
Can Minded flag economic nexus exposure after the Wayfair decision?
Yes. Minded can monitor sales activity by state and compare transaction patterns against economic nexus rules your firm defines. It surfaces states approaching or exceeding thresholds, routes exceptions for review, and keeps an audit log of the evidence used to support each nexus assessment.
How does Minded handle exemption certificate management?
Minded can check whether exemption certificates are present, current, and tied to the right customer or invoice. It can reference documents stored in systems like Google Drive and flag missing or expired certificates before sales tax filing work begins, reducing back-and-forth during close.
Which accounting systems can Minded use for sales tax automation?
Minded works across common firm client ledgers, including QuickBooks Online, Xero, NetSuite, Sage Intacct, and Zoho Books. It can read transaction details, customer records, tax codes, and supporting documents, then push structured review outputs to the tools your team already uses.
Does Minded replace Avalara, TaxJar, or sales tax software?
Minded is not positioned as a tax engine replacement. Firms can use it alongside tools like Avalara or TaxJar to coordinate review, exception handling, certificate checks, workpaper preparation, and client follow-up. Your team remains responsible for final tax positions, approvals, and filing decisions.