List of Sovos Tax Customers
Wilmington, 1887, MA,
United States
Since 2010, our global team of researchers has been studying Sovos Tax 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 Sovos Tax 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 Sovos Tax for Tax Management include: RealPage, a United States based Professional Services organisation with 7540 employees and revenues of $1.31 billion, Skyward Specialty Insurance, a United States based Insurance organisation with 580 employees and revenues of $1.15 billion, Trustmark, a United States based Insurance organisation with 6000 employees and revenues of $1.10 billion, Fazoli's Restaurants, a United States based Leisure and Hospitality organisation with 1100 employees and revenues of $225.0 million, Allen Bailey & Associates, a United States based Professional Services organisation with 15 employees and revenues of $2.0 million and many others.
Contact us if you need a completed and verified list of companies using Sovos Tax, 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 software purchases.
The Sovos Tax 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 software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
Apply Filters For Customers
| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
|---|---|---|---|---|---|---|---|---|---|---|---|
 |
Allen Bailey & Associates | Professional Services | 15 | $2M | United States | Sovos | Sovos Tax | Tax Management | 2022 | n/a |
In 2022 Allen Bailey & Associates deployed Sovos Tax to centralize tax reporting and financial statement filing as part of its Tax Management footprint. Sovos Tax was positioned to support NAIC compliant filing workflows and to serve actuarial and finance needs within the firm’s client service practices.
The implementation configured Sovos Tax to manage filing templates, tax provision schedules, and structured data imports consistent with Tax Management best practices. Configuration work included mapping source data into Sovos Tax, building repeatable templates for periodic filings, and leveraging Excel macro processes and SQL-driven extracts to normalize client data for submission.
Sovos Tax was used in conjunction with Moody s Axis modeling outputs and a Microsoft database environment, reflecting explicit integrations between filing and actuarial modeling workflows. Operational coverage focused on actuarial and finance functions that produce monthly and annual CARVM reserve analyses, quarterly financial statements for six clients, and broader reporting for eight to ten clients with assets ranging from 5 million to 800 million.
Governance and process changes accompanied the rollout, with annual NAIC compliant testing, distribution of testing results to clients, and ongoing audits to maintain filing tolerances and TDI and NAIC deadlines. Training for staff on Sovos Tax and related tooling was documented as part of sustaining operations and internal tool building to support repeatable Tax Management and filing processes.
|
 |
Fazoli's Restaurants | Leisure and Hospitality | 1100 | $225M | United States | Sovos | Sovos Tax | Tax Management | 2017 | n/a |
In 2017, Fazolis implemented Sovos Tax to centralize tax compliance and filing workflows. Sovos Tax was deployed as the company Tax Management platform to handle sales tax filings and unclaimed property workflows across payroll and finance functions.
The implementation focused on tax filing modules and compliance capabilities, including compute and deposit workflows for multi state sales tax returns and unclaimed property filings using SOVOS Enterprise. Functional coverage included benefit reporting interfaces for 401k and health savings accounts, general ledger processing and account reconciliations, and management reporting submission workflows.
Integrations were established with payroll and HR systems in active use, including ADP PayForce during the initial run and later InfoSync with UKGPro UltiPro, along with benefits platforms Fidelity, HSABank, Optum Bank, Arc Administrators and WageWorks. Operational scope covered payroll and finance teams responsible for bi weekly payroll cycles, historically supporting payroll runs for more than 3000 employees across four company entities prior to restaurant divestiture, and tax return filings for six states.
Governance around the Sovos Tax deployment placed tax filing ownership in payroll and finance, formalized review and approval steps for labor and payroll related tax processes, and established support pathways for 401k and workers compensation audits and unclaimed property filings. The configuration emphasized GL integration, account reconciliation controls, and standardized submission workflows for regulatory filings.
|
 |
RealPage | Professional Services | 7540 | $1.3B | United States | Sovos | Sovos Tax | Tax Management | 2020 | n/a |
In 2020 RealPage implemented Sovos Tax as a Tax Management solution to standardize tax computation within its order to cash and subscription billing initiatives. The implementation was aligned with an enterprise program to automate billing processes that covered approximately $139 million in billing across eighteen product lines, and the Sovos Tax deployment was explicitly integrated with NetSuite SuiteBilling for subscription invoice tax determination.
Sovos Tax was configured to provide transaction-level tax calculation, tax code mapping, and tax rate determination consistent with Tax Management best practices, and it was embedded into subscription billing workflows to support recurring and usage-based charges. Configuration work included mapping product and service taxability across product lines, establishing jurisdictional tax rules, and automating tax stamping for invoices generated by the billing engine.
Integration work focused on the NetSuite SuiteBilling connector to ensure tax calculations were invoked during invoice creation, and integration points were verified end to end within the subscription billing flow. The broader order to cash architecture included a proprietor billing application consisting of a web portal and APIs, and Sovos Tax integration was validated in coordination with those API-driven transaction events and with NetSuite posting for accounting and revenue recognition handoffs.
Governance and rollout were managed through formal requirements artifacts and Agile delivery practices, the project team produced a Charter and Business Requirements Document, maintained an AzureDevOps backlog, conducted user acceptance testing, and developed onboarding and training materials. Cross-functional stakeholders included Product Managers, Product Engineering, Corporate Accounting, and Revenue Operations, and the deployment emphasized standardized tax rules and operational handoffs between billing and finance teams.
|
 |
|
Insurance | 580 | $1.1B | United States | Sovos | Sovos Tax | Tax Management | 2021 | n/a |
|
|
|
|
Insurance | 6000 | $1.1B | United States | Sovos | Sovos Tax | Tax Management | 2022 | n/a |
|
Buyer Intent: Companies Evaluating Sovos Tax
- ONEOK, a United States based Oil, Gas and Chemicals organization with 2966 Employees
Discover Software Buyers actively Evaluating Enterprise Applications
| Logo | Company | Industry | Employees | Revenue | Country | Evaluated | ||
|---|---|---|---|---|---|---|---|---|
| No data found | ||||||||