List of Epicor Tax Connect Customers
Austin, 78746, TX,
United States
Since 2010, our global team of researchers has been studying Epicor Tax Connect customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased Epicor Tax Connect for Tax Management from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using Epicor Tax Connect for Tax Management include: H&R Block, a United States based Professional Services organisation with 4200 employees and revenues of $3.61 billion, Sabre Industries, a United States based Manufacturing organisation with 2000 employees and revenues of $500.0 million, Walton Signage, a United States based Manufacturing organisation with 200 employees and revenues of $35.0 million, Controlled Products Systems Group, a United States based Distribution organisation with 150 employees and revenues of $17.0 million, APD Link, a United States based Communications organisation with 10 employees and revenues of $1.0 million and many others.
Contact us if you need a completed and verified list of companies using Epicor Tax Connect, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the ERP Financial Management software purchases.
The Epicor Tax Connect customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of ERP Financial Management software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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APD Link | Communications | 10 | $1M | United States | Epicor | Epicor Tax Connect | Tax Management | 2013 | n/a |
In 2013, APD Link implemented Epicor Tax Connect, a Tax Management application, as part of its Epicor-based distribution platform. Epicor Tax Connect was deployed to provide automated transaction tax calculation and compliance across APD Link sales and shipping workflows alongside the companys Epicor stack.
Epicor Tax Connect was configured to perform real-time tax jurisdiction determination, transaction tax calculation, exemption handling, and tax code mapping, leveraging standard Tax Management capabilities for tax posting and reporting. The integration with Epicor Prophet 21 means Epicor Tax Connect supplies tax results at order entry and feeds tax data into invoicing and financial postings, positioning APD Link Epicor Tax Connect Tax Management to support finance and order-to-cash business functions.
The implementation is part of a consolidated Epicor environment that includes Epicor Prophet 21, Epicor Quick Ship, Epicor Commerce, and Epicor Wireless Warehouse, and APD Link has moved these applications to Epicor Cloud on Microsoft Azure. Deployment architecture therefore centralizes tax calculation and configuration in the cloud while covering two distribution sites in Minnesota and Texas and customer shipments across the United States. Governance was centralized within the Epicor platform to maintain consistent tax rules, configuration management, and operational control across inventory, shipping, sales order processing, and financial workflows.
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Controlled Products Systems Group | Distribution | 150 | $17M | United States | Epicor | Epicor Tax Connect | Tax Management | 2017 | n/a |
In 2017, Controlled Products Systems Group implemented Epicor Tax Connect to add automated sales tax processing to its Epicor application stack. Epicor Tax Connect was deployed as the Tax Management component to centrally manage sales tax calculation and reporting, integrated into the company’s broader financial management processes.
The implementation was configured to work against the existing accounts payable invoice workflow, leveraging Epicor ECM for document capture and validation, and routing invoices into Prophet 21 for final validation and posting to the general ledger. Tax calculation and remittance logic was embedded in the AP processing chain so that tax liabilities are determined during invoice validation, and invoices that required adjustments were returned into the workflow prior to ledger posting.
Operational integration included Epicor Prophet 21, Epicor ECM, and Epicor EDI, with the Tax Management function coordinating alongside credit card processing and financial reporting modules. The deployment supported 35 branch locations, more than 400 vendor relationships, and a centralized document repository of roughly 500,000 items, enabling the organization to process approximately 300 invoices daily while maintaining an auditable tax and invoice trail.
Governance changes aligned AP processes with automated tax controls, Intelligent Data Capture, and digital document access for authorized personnel, which supported remote review and auditability during the COVID period when Epicor ECM and Epicor EDI were later rolled out. The combined stack enabled Controlled Products Systems Group to scale operations, maintain an audit trail for EDI transactions, and apply centralized tax handling across distribution and financial functions without adding AP headcount.
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H&R Block | Professional Services | 4200 | $3.6B | United States | Epicor | Epicor Tax Connect | Tax Management | 2010 | n/a |
In 2010, H&R Block deployed Epicor Tax Connect as its Tax Management application. The deployment centered on tax engagement workflows used by Tax Advisors and client services teams in the United States, with the system serving as the primary platform for collecting and organizing client tax documentation.
Epicor Tax Connect was configured to support document intake and engagement lifecycle management, including structured client document capture, advisor work queues, and audit-trail recording for compliance workflows. Functional capabilities implemented included document management, engagement tracking, role based access for Tax Advisors, and orchestration of advisor facing tasks and case notes.
Operationally, staff served as liaisons between clients and senior tax staff in gathering Epicor tax documentation and other information to complete the tax engagement for the Tax Advisor, aligning client intake processes with the application workflow. Governance adjustments emphasized standardized evidence collection, advisor sign off procedures, and retention logging, with system configuration to surface required documents per engagement type.
The implementation positioned Epicor Tax Connect as the central Tax Management record for individual tax engagements, consolidating client facing document intake into advisor workflows and centralizing documentation for auditability and compliance within H&R Block's tax operations.
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Manufacturing | 2000 | $500M | United States | Epicor | Epicor Tax Connect | Tax Management | 2005 | n/a |
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Manufacturing | 200 | $35M | United States | Epicor | Epicor Tax Connect | Tax Management | 2016 | n/a |
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Buyer Intent: Companies Evaluating Epicor Tax Connect
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