[go: up one dir, main page]

Introducing G2.ai, the future of software buying.Try now

TaxValet Reviews & Product Details

TaxValet Product Details

Pricing

Pricing provided by TaxValet.

360º Sales Tax Compliance Suite

Starting at $560.00
1 Company Per Month

TaxValet Integrations

(2)
Integration information sourced from real user reviews.

TaxValet Media

TaxValet Demo - How it Works
Product Avatar Image

Have you used TaxValet before?

Answer a few questions to help the TaxValet community

TaxValet Reviews (68)

Reviews

TaxValet Reviews (68)

4.8
68 reviews

Pros & Cons

Generated from real user reviews
View All Pros and Cons
Search reviews
View Filters
Filter Reviews
Clear Results
G2 reviews are authentic and verified.
Verified User in Retail
UR
Small-Business (50 or fewer emp.)
"Tax Valet = Life Saver"
What do you like best about TaxValet?

Tax Valet has honestly been a lifesaver for me. Trying to keep up with sales tax rules, changing nexus laws, and filing deadlines on top of running a growing eCommerce business was overwhelming. I used to spend hours second-guessing myself, worried I was missing something important.

From the start, their onboarding process was thorough and patient. They didn’t just hand me a stack of instructions and disappear—they walked me through every step, answered all my questions, and made sure I felt confident before moving forward. What really stood out was that they never rushed me or passed me off to someone else until I was completely comfortable with how everything worked.

Now, instead of stressing about tax notices or wondering if I filed correctly, I know it’s being handled by people who specialize in this. It’s taken a huge weight off my shoulders and freed me up to focus on actually growing the business. Review collected by and hosted on G2.com.

What do you dislike about TaxValet?

There was not nothing that I didn't like about Tax Valet Review collected by and hosted on G2.com.

Janel W.
JW
Project Manager
Mid-Market (51-1000 emp.)
"Best Decision Ever - Year 2"
What do you like best about TaxValet?

Update to my 2024 review: We had a major change this year and TaxValet has yet again been instrumental in helping us navigate the ins and outs of sales taxes. Again they have been very thorough in assisting us, following up and making sure we stay on track. We have put them to work and they have done more than just show up and do their jobs, they have done an AMAZING job!

They are extremely thorough in everything they do. We have had such a positive experience with them in the last year. We were recently with a SaS company that ran numbers, and that is all. Sure they were cheaper, but ALL they did was use their software to run numbers and submit returns to the state. If there was an issue, it was up to us to connect with the states to figure out this very complex world of sales taxes. It is such a breath of fresh air to have a company to work with you on reaching out to the states when there are issues with sales tax issues. Review collected by and hosted on G2.com.

What do you dislike about TaxValet?

Update to my 2024 review: I can't think of anything that would make me say I dislike anything about them. They have risen to all the challenges that have we have tossed at them, and never have they said "that is out of scope."

I would love to see them get into other aspects of taxes that come with sales tax such as helping with Registered Agents and working with the Secretary of State. I understand the limitations, and they have been helpful as they can be in this sector, but it would be awesome to have these two areas of expertise under the same roof. Review collected by and hosted on G2.com.

Holly S.
HS
Chief Financial Officer
Small-Business (50 or fewer emp.)
"Ease of Onboarding and Great Customer Service"
What do you like best about TaxValet?

I recently switched from Avalara to TaxValet, and the differences have been clear from the start. The onboarding process was seamless, and our account representative, Gian, was both extremely helpful and responsive. The entire team was eager to ensure our transition happened quickly. I appreciate that TaxValet reaches out via email whenever they have updates or questions—something that never happened with Avalara, where we were left to figure things out on our own. Now that my business has a knowledgeable team managing our sales tax, I’m looking forward to being fully transitioned. Review collected by and hosted on G2.com.

What do you dislike about TaxValet?

At this time, I can't point to anything I dislike about TaxValet. Review collected by and hosted on G2.com.

Nick N.
NN
Controller
Mid-Market (51-1000 emp.)
"A Lifesaver for Growing Businesses"
What do you like best about TaxValet?

TaxValet has been an invaluable asset to our growing e-commerce business. TaxValet has stepped in to save us countless hours of tax work every month. Their expertise in navigating complex tax regulations has been instrumental in ensuring our compliance while allowing us to focus on other aspects of our business.

What sets TaxValet apart is not only their expertise but also their exceptional customer service. They are a pleasure to work with, always attentive and responsive to our needs. Review collected by and hosted on G2.com.

What do you dislike about TaxValet?

Despite their effectiveness in managing domestic tax obligations, the absence of support for international sales tax may present a significant limitation for businesses venturing into global markets. Review collected by and hosted on G2.com.

DS
Controller
Small-Business (50 or fewer emp.)
"Very thorough!"
What do you like best about TaxValet?

Our company had thought that there were a few things we could improve on when it came to our sales tax process that our current vendor wasn't able to do. We decided to switch to TaxValet and they made sure that not only did we improve on the items we knew about, they showed us a few more that we didn't know about. They made it easy to change over and integrate into all our systems. They were able to immediately start filing returns on our behalf and chasing down anything that was an issue. I would highly recommend! Review collected by and hosted on G2.com.

What do you dislike about TaxValet?

Making a change from one sales tax provider to another can be a difficult choice. Review collected by and hosted on G2.com.

Lauren W.
LW
CEO
Small-Business (50 or fewer emp.)
"⭐️⭐️⭐️⭐️⭐️ 5 Stars — A Total Game Changer"
What do you like best about TaxValet?

Switching from Avalara to TaxValet was one of the best decisions we’ve made for our business. From the very beginning, their team has been an absolute dream to work with — professional, responsive, and incredibly clear in their communication. I was honestly dreading the transition, but it ended up being far easier and smoother than I ever expected.

With Avalara, we were constantly dealing with unexplained charges and vague answers. Since moving to TaxValet, everything has been transparent and straightforward. It’s such a relief to finally feel confident in how our sales tax is being handled.

Highly recommend them to any business looking for a partner that truly cares and delivers. Review collected by and hosted on G2.com.

What do you dislike about TaxValet?

Everything was great. Nothing bad to say! Review collected by and hosted on G2.com.

D.J. G.
DG
Partner
Small-Business (50 or fewer emp.)
"Gian at Tax Valet is fantastic"
What do you like best about TaxValet?

Ease and clarity of communication and a consistent dedication to figuring out the solution. Review collected by and hosted on G2.com.

What do you dislike about TaxValet?

So far I have only had good experiences and that's coming from a very complicated and bad situation. Review collected by and hosted on G2.com.

Susan S.
SS
Vice President
Small-Business (50 or fewer emp.)
"I am very happy with Tax Valet. Their customer service is excellent!"
What do you like best about TaxValet?

Tax Valet's customer service is impeccable! I am most happy with Christian, the sales tax accountant in charge of our account. He responds to all of my emails/questions immediately. His communication skills are very clear and concise. I never question that he and I are not on the same page. We have been with Tax Valet for over 2 years now and all of the people, from onboarding, permit, client tax consultants and specialists, have all been kind, very thorough and detailed. The onboarding process was very smooth, and the monthly return process is timely and accurate. Review collected by and hosted on G2.com.

What do you dislike about TaxValet?

I don't have any dislikes about Tax Valet. We have only had good experiences with all of the people there. Review collected by and hosted on G2.com.

Verified User in Consumer Goods
AC
Small-Business (50 or fewer emp.)
"10+ Years of Outstanding Service"
What do you like best about TaxValet?

We’ve been with TaxValet 10+ years, and they’ve been rock solid the entire time. Always accessible, always professional, and crystal clear in their communication. They don’t just handle the filings — they truly go to bat for us whenever we’ve needed support. Having a partner this reliable has made sales tax one less thing to stress about. Highly recommended. Review collected by and hosted on G2.com.

What do you dislike about TaxValet?

Everything has been excellent. They’ve never let us down. Review collected by and hosted on G2.com.

Karen C.
KC
Office Manager
Small-Business (50 or fewer emp.)
"TaxValet has been a wonderful sales tax partner!!"
What do you like best about TaxValet?

We have been with TaxValet for almost four years. Prior to partnering with TaxValet, we were filing the returns in-house. Keeping up with changing laws and the different tax jurisdictions around the country proved to be very challenging. Then we hired TaxValet and from day one their entire team has been so helpful. The onboarding process was very smooth and quick. Once onboarded, the TaxValet Customer Care Team took over. We can always count on the expertise, professionalism, timeliness and understanding of their team. Plus, the entire team is just super nice! We appreciate all the support we've received from Mitchie, Diana, Stephanie & Gill. Thanks, TaxValet!! :) Review collected by and hosted on G2.com.

What do you dislike about TaxValet?

I don't have any complaints about TaxValet. Review collected by and hosted on G2.com.

Pricing Options

Pricing provided by TaxValet.

360º Sales Tax Compliance Suite

Starting at $560.00
1 Company Per Month
TaxValet Features
Sales Tax
Exemptions
Adjustments
Integrations
Returns
Notifications
Analytics
Product Avatar Image
Product Avatar Image