Simplifying Sales Tax Compliance

I sat down with our very own VP of Finance, David Haberkorn, to hear how we’re using the new TaxCloud + Chargebee integration here at TaxCloud. We talked about what David was doing before the integration, how he implemented it and how it’s impacted his day to day. Read on to see what David had to share.

Before adopting the TaxCloud + Chargebee integration:

After managing the challenges that come with a home-grown billing system for years, TaxCloud moved over to Chargebee to streamline revenue operations.

Since then, David has been relying on Chargebee as the source of truth for all TaxCloud transactions. Before we launched the TaxCloud + Chargebee integration, David was using our manual CSV import process as an interim solution to manage sales tax compliance in TaxCloud.

CSV import is a solid fallback for businesses without a direct integration option, but it does require manual work to export, review and upload data into the system. While David got into a good routine managing this process, he found the most time-consuming part was managing non-standard transactions from Chargebee — especially credit notes and refunds. He had to spend extra time combing through each CSV file to make adjustments to ensure the import was accurate before filing.

So, when we started exploring a direct Chargebee integration, David was all in.

Implementing the Chargebee integration:

Once the team was ready, David was first in line to explore our new integration.

“We were live after just two quick calls” he told me. David shared that the first call was really about prep, making sure everything was in place and then “the process of turning on the integration was very quick”.

When I asked him if he had any concerns before going live, David told me “the trust component is huge. I need to make sure the data is right”.

But those concerns quickly disappeared once he saw real transactions flow through and he was able to validate it was correct. He said “after seeing a month in action and validating the amounts, I built the trust and now the process just runs.”

How the TaxCloud + Chargebee integration works: as David shares, implementation is pretty quick and our team will help guide you through the process every step of the way. But, if you want more details about what it entails, you can check out the steps in this guide here.

How the integration impacts David’s day to day

Now that David can trust the real-time TaxCloud + Chargebee integration, he’s able to take work off his plate — and “get back to spending more time on things that add value across the business”.

Not only does David get time back in his day, but he’s less stressed about sales tax. It no longer “lingers in the back of his head” or haunts his calendar with reminders to stay on top of it. It’s now an entirely streamlined process.

David’s advice to finance leaders

David brings years of experience working at fast-growing software companies. He knows what it’s like to manage many hats as a finance leader and the stress that can come with the responsibility of sales tax.

His #1 piece of advice? “Become compliant as early as possible”….he went on to say, “it’s much easier than untangling past-due sales tax down the road.”

Whether you’re building a compliance process from scratch or refining an existing one, having the right sales tax solution in place is game-changing. After working with other providers in the past, David appreciates that TaxCloud is “affordable, easy to implement — and comes with incredible support.”

TaxCloud is one of the few certified service providers in the Streamlined Sales Tax Program — which means Chargebee customers can benefit from time and cost savings by working with TaxCloud.

His advice to anyone interested in our integration? “Take advantage of our onboarding and support. They will go above and beyond to make sure you build trust in the process and get peace of mind with TaxCloud.”

Final Thoughts

David’s journey adopting the new TaxCloud + Chargebee integration highlights the real impact that the right sales tax solution can have on a growing software business. By automating his processes and building trust in the accuracy of the data, David was able to reclaim his time and reduce stress that comes with sales tax compliance.

So, whether you’re just getting started or looking to simplify your current approach, now’s the time to consider the TaxCloud + Chargebee integration. This real time integration gives you everything you need to automate your sales tax compliance alongside your Chargebee billing — plus, you’ll love how simple, affordable and responsive our team is. Schedule a call with our team today and you can get free migration onboarding services and your first month free (expiring June 30, 2025).