Building Connexion: How Technology Powers Scalable Sales Tax Compliance

Building Connexion: How Technology Powers Scalable Sales Tax Compliance

Author: TaxConnex August 20, 2025 Duration: 18:50
In this special episode of It Depends, guest host Cate Gibson talks with Jackie Breiter, Partner & COO at TaxConnex, about Connexion, the proprietary platform that powers TaxConnex’s sales tax compliance process. Jackie shares how her background in engineering and operations helped shape Connexion into a tool that blends automation with human expertise to support remote teams and deliver visibility to clients. They discuss the platform’s origins, its role in scaling compliance, how AI is...

Navigating the ever-shifting landscape of sales and use tax can feel like a maze where the rules change at every turn. That's where It Depends: A Sales Tax Podcast by TaxConnex comes in. Hosts Brian Greer and Jeff Meigs bring their practical experience to the microphone, breaking down complex regulations and real-world scenarios without the jargon. You'll hear straightforward conversations that dig into the nuances of compliance, technology's role in tax management, and how recent legislative changes impact businesses of all sizes. The title itself captures the essence of the field-rarely is there a single, universal answer. Each episode leans into that reality, offering clarity and perspective instead of oversimplified solutions. Whether you're managing finances for a growing company, advising clients, or just trying to understand your own obligations, this podcast provides a grounded, accessible resource. It’s a direct line to seasoned professionals who know that the most honest guidance often starts with the phrase, "it depends." Tune in for a dose of reality and actionable insights that cut through the complexity of state and local tax.
Author: Language: en-us Episodes: 62

It Depends: A Sales Tax Podcast by TaxConnex
Podcast Episodes
Top 10 Compliance Mistakes We See in Software & Telecom Tax [not-audio_url] [/not-audio_url]

Duration: 41:01
Software and telecom tax compliance comes with unique pitfalls due to complex taxability rules, sourcing requirements, local jurisdiction layering, telecom-specific fees, and fast-changing regulations. Even businesses wi…
Sales Tax 101: Understanding Sales Tax Nexus & What to Do About It [not-audio_url] [/not-audio_url]

Duration: 43:22
Since the U.S. Supreme Court ruling in the South Dakota v. Wayfair case, all states with sales tax laws now require companies with economic nexus to collect and remit sales tax. This landmark decision has affected busine…
Overcoming Sales Tax Challenges for Growing Businesses [not-audio_url] [/not-audio_url]

Duration: 34:38
As your business grows, so could your sales and use tax obligations. Businesses face all sorts of challenges as they grow, but one that is often overlooked is their sales tax obligations. As your business expands into ne…
Steps to Switching Your Sales Tax Outsourcing Provider [not-audio_url] [/not-audio_url]

Duration: 24:45
From time to time, sales tax outsourcing relationships fail to work properly and it's time to make a change. By examining a handful of operational indicators, you can assess whether your provider still fits. If 2026 is t…
A Day in the Life of a TaxConnex Practitioner [not-audio_url] [/not-audio_url]

Duration: 21:34
What does a day in the life look like for a TaxConnex practitioner? In this episode of It Depends: A Sales Tax Podcast by TaxConnex, host Cate Gibson sits down with Kristie, one of our experienced practitioners, for a be…
Managing Sales Tax Exemption Certificates [not-audio_url] [/not-audio_url]

Duration: 56:48
A sales tax exemption certificate allows businesses to avoid collecting sales tax on qualifying purchases, such as resale items or purchases by exempt entities like nonprofits and government agencies. While buyers must d…