NetSuite 
Sage Intacct 
QuickBooks 
Microsoft Dynamics 
Jira 
Ironclad 
DocuSign 
Asana 
Slack 
TravelPerk 
SSO 
ERP Integration API 
American Express Card 
Silicon Valley Bank Card 
Sales tax on SaaS products: New rules – new remote practices — new exposure.
In this session, we’ll look at how changes to the regulatory environment, and the expansion of remote work, have impacted sales tax requirements.
About this talk.
Most finance leaders are aware that their sales tax requirements are changing, and some still need to get up to speed. Not many have found a good solution. In this session, we’ll look at how changes to the regulatory environment, and the expansion of remote work, have impacted sales tax requirements. Identifying and limiting exposure to uncollected sales tax is an important way finance leaders can make a potentially big impact on their bottom line. Michelle Valentine will take you through the why, when, and what of sales tax so that you can find the best approach to managing your risk.
Three tips and tricks.
- Understanding why software companies suddenly need to worry about sales tax.
- Considerations for when startups should tackle sales tax.
- Strategies for quantifying the impact and managing sales tax exposure.
Michelle Valentine
CEO at Anrok
Michelle is the CEO and co-founder of Anrok. She was previously at Airtable and Index Ventures. Michelle started her career at Goldman Sachs’ Investment Banking Division, where she worked with state and local governments to structure debt around their tax revenue.
Darcie Lamond
Director of Brand at Airbase
Darcie Lamond is Director of Brand at Airbase, responsible for content creation and messaging, and has 25 years of experience in finance and marketing. She began her career in the Treasury Department at Bank of America, focused on capital markets transactions. Her time in banking included a Senior VP role heading the marketing and trading of currency and interest rate derivative products globally for First Chicago (now Chase). She served as Partner, CSO, and CFO for a marketing agency, giving her hands-on experience in day-to-day operations and managing the company’s finance and accounting.
