For CPA Firms Managing Multi-State Clients

Stop tracking nexus in spreadsheets.

RegiTrackr gives CPA firms a single compliance dashboard: an AI-monitored threshold database, filing deadline calendars, and an AI-powered briefing on every client's exposure. Before the liability event, not after.

Join 200+ CPA firms on the waitlist

The Problem

The 2018 Wayfair ruling created a compliance crisis no tool solved.

Before Wayfair, a business needed a physical presence in a state to owe sales tax there. The ruling changed everything: now any business exceeding $100,000 in sales to a state must register, collect, and remit, regardless of where they operate.

CPA firms managing 20 to 100 business clients are tracking this exposure across hundreds of state-entity combinations. In spreadsheets. With calendar reminders. And manual lookups on state revenue department websites.

One missed registration is a six-figure audit. One missed filing is a damaged client relationship. The tools that exist (Avalara, TaxJar) solve the problem after nexus is triggered. Nobody built the monitoring layer. Until now.

50

states now have economic nexus laws

$100K

minimum threshold before registration required

in most states

3 to 5 min

a CPA spends synthesizing one client's compliance position

RegiTrackr does it in 8 seconds

What RegiTrackr Does

Everything between the spreadsheet and the audit.

AI-monitored threshold database

Our system checks all 50 state revenue department pages weekly and flags potential changes automatically. Every threshold is human-verified before going live.

Filing Deadline Calendar

Every sales tax filing deadline for every client in one unified calendar. Holiday-adjusted due dates, configurable reminders, and a status workflow from Upcoming to Confirmed, with a full audit trail.

AI Nexus Exposure Narrative

Open any client dashboard and read a plain-English paragraph synthesizing their complete compliance position in 8 seconds. Threshold proximity, upcoming deadlines, registration gaps. All synthesized. Included for every plan.

Multi-Entity Client Management

Manage unlimited clients, each with multiple legal entities, under one firm account. Role-based staff access, workload visibility, and a white-labeled client portal so your clients can see their own status without calling you.

How We Compare

Built for the gap the big tools left open.

FeatureRegiTrackrAvalaraTaxJarSpreadsheets
AI-monitored threshold databasePartialPartialManual
CPA multi-client dashboard--Manual
Filing deadline calendar--Manual
Multi-entity managementEnt.LimitedManual
AI compliance narrative---
Client portal---
Tax calculation & filing--
SMB-accessible pricingPartial

Your clients' compliance exposure is visible. Or it isn't.

RegiTrackr is in private beta. Join the waitlist and be among the first CPA firms to replace their spreadsheets.