Subscription Plans
TaxVerse Pricing
Choose the plan that fits your business. All plans include IRS-aligned tools and dedicated onboarding.
Monthly Annual Save 20%
Silver
Starter Tier
$ 499 /month
Ideal for SMBs with <500 vendors
  • W-8/W-9 Digital Collection
  • Basic TIN Validation
  • 1099 Prep
  • Vendor Database
  • 2 Users · Email Support
Most Popular
Gold
Growth Tier
$ 1,499 /month
Ideal for Mid-market · 500–5,000 vendors
  • All Silver Features
  • Automated Expiry & Renewal
  • Real-Time IRS Checks
  • 1042-S Workflows
  • 5 Users · Priority · API Access
Platinum
Enterprise
$3,500–$6,000
/month*
Volume & integration based
Ideal for Enterprise · ≥5,000 vendors
  • All Gold Features
  • Advanced Tax Engine
  • Enterprise Dashboards
  • Multi-Entity Support · SSO/SAML
  • Dedicated Account Manager
  • Custom SLAs · Flexible Users
*Platinum pricing depends on vendor volume & integration complexity. Contact TBS Global for a tailored quote.

The Enterprise Tax Automation Platform

Automate the
Entire Tax
Lifecycle.

From ERP data extraction to compliance reporting, Synergy TaxVerse unifies data automation, certificate controls, tax analytics, calculation workflows, and reporting in one premium enterprise platform.

—
Tax Compliance Tools
50+
US Tax Jurisdictions
IRS
Compliant & Audit-Ready
IRS Compliant
Real-time Sync
Audit-Ready
TAX COMPLIANCE DASHBOARD
LIVE
OVERALL COMPLIANCE SCORE 98.4%
Use Tax Automation Active
Certificate Validation 847 certs
W-8/W-9 Processing 1,204 forms
Tax Calendar 3 due soon
FILINGS THIS QUARTER +12% vs last Q
ERP Automation
Automate invoice extraction and transaction data ingestion from any ERP system — SAP, Oracle, NetSuite, and more — eliminating manual data entry across your tax workflow.
Tax Intelligence
Identify use tax liabilities, detect exposure risks, and ensure consistent treatment of transactions across all jurisdictions with automated analytics.
Compliance Control
Track every filing, payment, and regulatory deadline in one place. Never miss a compliance obligation across jurisdictions, entities, and tax types.
Vendor Reporting
Automate W-8, W-9, 1099, and 1042-S processing with treaty rate management, digital signatures, and IRS-compliant withholding validation for global payees.
Six Specialised Tax Software Tools

Every Tax Obligation. One Platform.

TaxVerse covers the full spectrum of tax compliance — from use tax automation and reseller certificate validation to compliance management, filing calendars, tax estimates, and W-8/W-9 form processing. Each tool solves a distinct IRS compliance challenge. Together, they eliminate manual tax work entirely.

Marketing Resources

Product Brochures

IRS-standard product documentation for every Synergy TaxVerse tool — downloadable PDFs for your stakeholders, procurement teams, and tax decision-makers.

How It Works

Go Live in Three Steps

1
Connect Your Data
Synergy Bridge connects to your ERP — SAP, Oracle, NetSuite, or any major system — and begins extracting invoice and transaction data automatically.
2
Configure Your Modules
Choose the modules your team needs — use tax analytics, certificate validation, compliance calendars, W-8/W-9 automation — and configure them for your jurisdictions.
3
Go Live with Support
Our implementation team — people who actually understand tax — gets you live in days, not months. Ongoing support included from day one.
Why Synergy TaxVerse

Software + Data +
Tax Expertise

Stop stitching together spreadsheets, one-off tools, and manual processes. Synergy TaxVerse gives your tax team a single connected platform where every module shares the same data, the same compliance logic, and the same reporting layer.

Less Manual Data Handling
Stronger Audit Readiness
Better Use Tax Visibility
Faster Reporting Cycles
Industry Fit

Built for Complex Tax Environments

Especially suited for organizations managing high transaction volume, multi-state obligations, exemption complexity, and vendor reporting at scale.

Retail & E-commerce
Handle high-volume sales tax exemptions, multi-state nexus obligations, and reseller certificate validation across thousands of transactions.
Media & Publishing
Automate W-8/W-9 collection for global authors and vendors, manage treaty-based withholding rates, and streamline 1042-S reporting at scale.
Manufacturing & Distribution
Identify and remediate use tax exposure on procurement spend, automate accruals from ERP purchase data, and reduce audit risk.
SaaS & Technology
Manage fast-changing taxability rules for digital goods, automate compliance across new-market expansions, and centralize multi-entity reporting.
Choose Your Path

Software Only or Full-Service?

Every organization operates differently. Whether you need just the tools or a fully managed tax operations partner, Synergy TaxVerse fits your model.

Platform Access
Software Only

Get access to the Synergy TaxVerse platform and run it with your own team. Your tax department stays in control — we provide the technology.

  • Full platform module access
  • Self-managed by your tax team
  • Implementation & onboarding support
  • Product updates & technical support
MOST POPULAR
Platform + Managed Services
Software + Tax Operations Team

Get the full platform plus a dedicated TBS tax operations team that handles the day-to-day — data processing, compliance filings, vendor management, and reporting.

  • Everything in Platform Access
  • Dedicated tax operations team
  • End-to-end compliance management
  • Ongoing vendor & form processing
Trusted by Industry Leaders

What Our Clients Say

★★★★★

"TaxVerse cut our W-8 processing time by 80%. What used to take our team two weeks now happens in under two days with fewer errors."

FK
Senior Tax Analyst
Global Publishing Company
★★★★★

"Having Synergy Analytics, CMT Arrow, and CVT in one platform changed everything. We went from managing tax compliance in 3 systems to one unified workflow."

RM
VP of Tax
Fortune 500 Retailer
★★★★★

"Synergy Bridge automated our entire ERP extraction process. Onboarding was incredibly fast, and TBS's team actually understands tax — that's rare in tech."

JL
CFO
Mid-Market Manufacturing
★★★★★

"CMT Arrow eliminated all our missed filing deadlines. We manage 40+ entities across 12 states — having every obligation in one calendar changed how our team operates."

SA
Director of Finance
National Logistics Group
★★★★★

"CVT saved us from a major audit exposure. We had no idea how many expired reseller certificates were in our system until TBS flagged them all automatically."

TM
Tax Manager
Regional Healthcare System
★★★★★

"The SYNERGY use tax module paid for itself in the first quarter. We identified $340K in potential exposure we didn't know existed. The team was outstanding throughout."

PP
Controller
International Media Group
Results That Matter — Across All 6 Tools

Projected Impact, Tool by Tool

Each Synergy TaxVerse module drives measurable outcomes — from use tax automation and certificate validation to compliance calendars, estimates, and tax form processing.

Projected efficiency gains based on TBS analysis across various industry business types. Actual results may vary.
Expert Perspectives · Tax Forms & Withholding

Tax Compliance Insights

Practical guides on W-8, W-9, 1099, and 1042-S compliance — expert analysis written for finance leaders navigating vendor tax risk and IRS reporting obligations.

Built for Finance & Tax Teams
Your Entire Tax Compliance
Operation. Automated.
Use tax, certificate validation, compliance management, filing deadlines, tax estimates, and form processing — all in one IRS-aligned platform. Whether you manage 100 transactions or 50,000 vendors.
IRS-Compliant & Audit-Ready 6 Specialised Tax Tools 50+ US Tax Jurisdictions