Will the Tax Engine you select be a good fit for your business?
TaxFit
The Tax Engine Selection Advisory Service
The Tax engine selection advisory service that will help and guide you through the entire evaluation and selection process.
Drop an email to info@sarusinc.com to get a complimentary copy of "Selecting a Tax Engine: A Guide to Key Factor"
Scope of Services with Tasks
Vendor Selection
- Help Define Requirements:
- Clearly document business needs, key use cases, required features/functionality, integrations, number of users, etc. This will help to guide vendor evaluation.
- Research Vendors
- Vertex
- Thomson Reuters – OneSource
- Avalara,
These three vendors should fit the requirements of the business
Schedule Demos
For Vertex, Thomson Reuters, and Avalara:
- Contact them through their website/sales and formally request a demo tailored to your requirements.
- Specify demo date/time, attendees from your team, and key areas to cover.
- Prepare scenarios and specific questions to be addressed in the demo.
Demo Evaluation
- Attend all 3 demos with relevant stakeholders and subject matter experts.
- Take detailed notes on how each vendor’s solution meets your needs and requirements.
- Assist with scoring each vendor’s demo against our pre-defined criteria.
Reference Checks
- Ask the shortlisted vendor(s) for 2-3 customer references similar to your company.
- Help schedule calls and document feedback from the references.
Final Evaluation & Selection
- Help consolidate all scoring, references, and findings for each vendor.
- Have a defined group to discuss and select the best-fit vendor for your needs.
- Notify the winning and unsuccessful vendors.
Pricing Negotiation
- Help Negotiate pricing, discounts, payment terms with the selected vendor.
- Finalize contract and statement of work.