Finance AI Index
Index Tax and compliance Sales tax automation › Small business September 2026 Edition

Sales tax automation for small business buyers

Asked as “sales tax compliance software”, and as “sales tax calculation and filing tool”, on behalf of a small B2B company. 48 first choices recorded across the direct, paraphrase, budget and scale prompts, twelve models each.
Standing
Contested
29% of first choices, contested.

By buyer segment

The same question asked on behalf of a different buyer. Each standing is computed within its segment; they sit side by side and are never added together.

01The standing

Share is the count of first choices across the direct, paraphrase, budget and scale prompts, over all twelve models, for a small B2B company. Ordered by share.
ProductFirst-choice shareNegative rateLabelsQuadrant
01TaxJar29%17%53accepted challenger
02TaxCloud27%5%37accepted challenger
03Avalara AvaTax19%46%50criticized challenger
04Zamp8%0%20accepted challenger
05Zoho Books6%0%13accepted challenger
06Anrok4%10%21accepted challenger
07Kintsugi4%0%12accepted challenger
Show the five products at 0%, ordered by negative rate
12Vertex0%50%22criticized challenger
11Sovos0%30%10criticized challenger
09Stripe Tax0%18%17accepted challenger
10Numeral0%12%16accepted challenger
08Quaderno0%0%20accepted challenger
Bars are the share of first choices, 0 to 100Every product with at least 10 labels here. Every product name links to its vendor page.

Recommended versus criticized

Every product with at least 10 labels here, on both axes. The 30% line names a quadrant, not the verdict above: that one needs more than 40%.

Criticized challengerCriticized default
Negative label rate →
01
02
03
04
05
06
07
08
09
10
11
12
Accepted challengerEndorsed leader
0%First-choice share → · lines at 30% share and 25% negative40%
Key
01TaxJar29%
02TaxCloud27%
03Avalara AvaTax19%
04Zamp8%
05Zoho Books6%
06Anrok4%
07Kintsugi4%
08Quaderno0%
09Stripe Tax0%
10Numeral0%
11Sovos0%
12Vertex0%

02What they warned about

Two of twelve models held their first choice under the paraphrase. Claude Haiku 4.5, GPT-5.4 mini, Gemini 3.5 Flash, Grok 4.1 Fast, Mistral Small, Llama 4 Maverick, Qwen 3.7 Flash, Kimi K2, GLM 4.7 FlashX and MiniMax M2.5 changed. A high negative share on a product with few labels is a warning. A low share on a product with many labels is salience, not sentiment.
Avalara AvaTax
46%
23 of 50 labels negative · 11 of 12 models · 4 hard negative
“**Avoid:** Avalara and enterprise solutions - they're overkill and overpriced” Kimi K2, budget prompt
Vertex
50%
11 of 22 labels negative · 7 of 12 models · 4 hard negative
“for small and mid-sized businesses, it's usually overkill — expensive to license, complex to implement, and far more than most sellers need” Claude Haiku 4.5, negative prompt
TaxJar
17%
9 of 53 labels negative · 6 of 12 models · 3 hard negative
“Tools/Approaches to Be Cautious About ### 1. **TaxJar** (Now owned by Stripe) **Why be cautious:** - **Severe customer support issues**” Kimi K2, negative prompt
Sovos
30%
3 of 10 labels negative · 3 of 12 models · 1 hard negative
“Enterprise Giants (Avoid: e.g., Avalara, Vertex, Sovos)” Gemini 3.5 Flash, negative prompt

03What they cite

Citations exist only for the models that return a source list: twelve of the twelve in this edition, and all six flagship models on the expanded tier.

Sites the answers cite

64 of 72 answers in this category came back with a source list, from 12 of 12 models: citations where the model returns them, or the search results it consulted. 6 of those lists are Google grounding redirects that name no site and are left out of the counts. 819 links across 111 sites, every framing counted. Ranked by the number of answers carrying the site or page.

vendor site · TaxCloud43 answers · 78 citations · 10 models
vendor site · Zamp40 answers · 68 citations · 10 models
vendor site · TaxJar36 answers · 54 citations · 10 models
vendor site · Quaderno31 answers · 39 citations · 10 models
31 answers · 31 citations · 9 models
vendor site · Galvix29 answers · 31 citations · 9 models
29 answers · 29 citations · 9 models
vendor site · Avalara23 answers · 51 citations · 8 models
vendor site · Guideflow21 answers · 28 citations · 9 models
vendor site · Taxwire20 answers · 28 citations · 9 models
16 answers · 18 citations · 9 models
15 answers · 17 citations · 7 models

Pages the answers cite

The ten pages named in the most answers, by full address. A page here is one the models returned with a recommendation, not one the index endorses.

04How they answered

Six framings of the same buying question, each sent to every model in a fresh session with search on. One row per model, so a row shows whether it held its answer under rewording, what it named when cost was the constraint, and what it argued against. Computed from the raw judge labels.
ModelDirect“What is the best sales tax compliance software for a small B2B company?”Paraphrase“Which sales tax calculation and filing tool would you recommend to a small business that sells to other businesses?”Comparative“What are the top sales tax tools for a small team and how do they differ?”Budget-constrained“What is the best sales tax compliance software for a small company with a tight budget?”Scale-constrained“We are a 30 person company evaluating a sales tax compliance software. What should we look at?”Negative“Which sales tax tools should a small business avoid or be cautious about?”
Claude Haiku 4.5Kintsugi
Two alternativesAnrok, Zamp
against: TaxJar
Avalara AvaTax, TaxJarChangedno first choiceTaxCloud
Two alternativesTaxwire, Zamp
against: Avalara AvaTax
no first choiceagainst: Avalara AvaTax, QuickBooks Sales Tax, Vertex
GPT-5.4 miniTaxJar
One alternativeAvalara AvaTax
Avalara AvaTaxChanged
One alternativeTaxJar
TaxJar
One alternativeStripe Tax
against: Avalara AvaTax, Sovos, Vertex
TaxJar
One alternativeStripe Tax
against: Avalara AvaTax
no first choicenothing named
Gemini 3.5 FlashAnrok
Five alternativesAvalara AvaTax, Galvix, Prophit.ai, Stripe Tax, Taxwire
Anrok, ZampChanged
One alternativeTaxValet
against: Avalara AvaTax, Stripe Tax, TaxJar
Lemon Squeezy
Six alternativesAnrok, Paddle, Quaderno, Stripe Tax, TaxCloud, TaxJar
TaxCloud
Four alternativesLemon Squeezy, Paddle, Quaderno, TaxJar
against: Avalara AvaTax, Vertex
TaxValet, Zampagainst: Avalara AvaTaxagainst: Avalara AvaTax, Sovos, Stripe Tax, TaxJar, Vertex
Perplexity SonarTaxJar
One alternativeTaxCloud
against: Avalara AvaTax
TaxJarHeld
Two alternativesAnrok, Zamp
TaxJar
Six alternativesAnrok, Galvix, Quaderno, Stripe Tax, TaxCloud, Zamp
against: Avalara AvaTax
TaxCloud
Two alternativesQuaderno, TaxJar
no first choicenothing named
Grok 4.1 FastAvalara AvaTax
Two alternativesTaxCloud, TaxJar
TaxJarChanged
One alternativeAvalara AvaTax
against: Vertex
TaxCloud, TaxJar
Two alternativesAvalara AvaTax, Numeral
TaxCloud
Four alternativesDAVO, Kintsugi, Quaderno, Zoho Books
against: TaxJar
TaxJar
Two alternativesAvalara AvaTax, TaxCloud
against: Vertex
against: Avalara AvaTax, Numeral, TaxCloud, TaxJar
Mistral SmallKintsugi, Zamp
One alternativeTaxJar
against: Taxwire
Zoho BooksChanged
One alternativeKintsugi
TaxJar
Four alternativesAnrok, Numeral, TaxCloud, Zoho Books
against: Avalara AvaTax
TaxCloud, Zoho Books
One alternativeNumeral
no first choice
One alternativeTaxJar
against: Avalara AvaTax
DeepSeek V4 FlashAvalara AvaTax
Five alternativesAnrok, Stripe Tax, TaxCloud, TaxJar, Zamp
Avalara AvaTaxHeld
Two alternativesTaxJar, Zamp
TaxJar
Four alternativesQuaderno, Stripe Tax, TaxCloud, Zoho Books
against: Anrok, Avalara AvaTax, Vertex
TaxCloud
Four alternativesStripe Tax, TaxJar, Xero Tax, Zoho Books
against: Avalara AvaTax, Vertex
Avalara AvaTax, TaxCloud, TaxJar
Three alternativesGalvix, Stripe Tax, Zamp
against: Vertex
against: Avalara AvaTax, Numeral, Shopify Tax, Squarespace, Stripe Tax, TaxJar
Llama 4 MaverickZoho Books
One alternativeQuaderno
no first choiceChangedno first choiceTaxCloud
Two alternativesKintsugi, TaxJar
no first choicenothing named
Qwen 3.7 FlashZamp
Two alternativesACTSOLV, Zoho Books
against: Avalara AvaTax
Avalara AvaTaxChanged
Three alternativesQuaderno, Stripe Tax, TaxJar
TaxJar
Three alternativesNumeral, Quaderno, TaxCloud
TaxJar
Four alternativesShopify Tax, Sincera Tax, TaxCloud, WooCommerce
against: Avalara AvaTax
TaxJar
Two alternativesAvalara Breezeway, JetBoost
against: Oracle, Vertex
against: TaxJar/Stripe Tax
Kimi K2TaxCloud, TaxJar
Two alternativesAvalara AvaTax, Zoho Books
TaxJarChanged
Two alternativesAvalara AvaTax, Zamp
TaxCloud, TaxJar
Five alternativesAnrok, Kintsugi, Numeral, Quaderno, Zoho Books
TaxCloud
Two alternativesStripe Tax, Zoho Books
against: Avalara AvaTax, TaxJar
no first choiceagainst: Avalara AvaTax, TaxJar
GLM 4.7 FlashXTaxCloud, TaxJar
Three alternativesAnrok, Quaderno, Zamp
against: Avalara AvaTax
Avalara AvaTaxChanged
Three alternativesKintsugi, Quaderno, Zamp
TaxJar
Five alternativesAnrok, Avalara AvaTax, DAVO, Quaderno, TaxCloud
against: Vertex
TaxCloud
Three alternativesNumeral, TaxJar, Zoho Books
no first choiceagainst: Anrok, Avalara AvaTax, QuickBooks Sales Tax, Sovos, TaxCloud
MiniMax M2.5TaxJar
Three alternativesAvalara AvaTax, Quaderno, Zamp
Avalara AvaTaxChanged
Three alternativesQuaderno, Sovos, TaxCerts
TaxJar, Zoho Books
Four alternativesAvalara AvaTax, Prophit.ai, Shopify Tax, Stripe Tax
TaxCloud
Three alternativesNumeral, Quaderno, Software Advice
no first choiceagainst: Avalara AvaTax, TaxJar
Bold is the first choiceAlternatives are counted; the count opens them.What the answer argued against

05The record

One row per call: the version string exactly as returned, whether the model searched, sources cited, and latency. Full answer text is in the free responses file. Download the record
Seventy-two rows: every prompt, every model, every answer.
PromptModelVersion stringTime (UTC)SearchedSourcesLatency
Direct recommendationClaude Haiku 4.5claude-haiku-4-5-202510012026-09-17 20:20yes99 s
Direct recommendationGPT-5.4 minigpt-5.4-mini-2026-03-172026-09-17 20:13yes26 s
Direct recommendationGemini 3.5 Flashgemini-3.5-flash2026-09-17 19:37yes1926 s
Direct recommendationPerplexity Sonarsonar2026-09-17 18:35yes207 s
Direct recommendationGrok 4.1 Fastspacexai/grok-4.1-fast-non-reasoning via vertex2026-09-17 19:23yes3120 s
Direct recommendationMistral Smallmistral/mistral-small via mistral2026-09-17 20:23yes99 s
Direct recommendationDeepSeek V4 Flashdeepseek/deepseek-v4-flash via fireworks2026-09-17 20:44yes1717 s
Direct recommendationLlama 4 Maverickmeta/llama-4-maverick via bedrock2026-09-17 20:33yes52 s
Direct recommendationQwen 3.7 Flashalibaba/qwen3.7-flash via alibaba2026-09-17 20:34yes1038 s
Direct recommendationKimi K2moonshotai/kimi-k2 via novita2026-09-17 20:57yes1020 s
Direct recommendationGLM 4.7 FlashXzai/glm-4.7-flashx via zai2026-09-17 19:28yes2657 s
Direct recommendationMiniMax M2.5minimax/minimax-m2.5 via minimax2026-09-17 20:44yes1945 s
ParaphraseClaude Haiku 4.5claude-haiku-4-5-202510012026-09-17 20:24no04 s
ParaphraseGPT-5.4 minigpt-5.4-mini-2026-03-172026-09-17 20:41yes35 s
ParaphraseGemini 3.5 Flashgemini-3.5-flash2026-09-17 18:34yes2025 s
ParaphrasePerplexity Sonarsonar2026-09-17 19:22yes206 s
ParaphraseGrok 4.1 Fastspacexai/grok-4.1-fast-non-reasoning via vertex2026-09-17 18:50yes2814 s
ParaphraseMistral Smallmistral/mistral-small via mistral2026-09-17 20:58yes53 s
ParaphraseDeepSeek V4 Flashdeepseek/deepseek-v4-flash via fireworks2026-09-17 18:14yes2321 s
ParaphraseLlama 4 Maverickmeta/llama-4-maverick via bedrock2026-09-17 21:05yes53 s
ParaphraseQwen 3.7 Flashalibaba/qwen3.7-flash via alibaba2026-09-17 21:05no030 s
ParaphraseKimi K2moonshotai/kimi-k2 via novita2026-09-17 20:00yes1523 s
ParaphraseGLM 4.7 FlashXzai/glm-4.7-flashx via zai2026-09-17 21:00yes3096 s
ParaphraseMiniMax M2.5minimax/minimax-m2.5 via minimax2026-09-17 19:18yes1330 s
ComparativeClaude Haiku 4.5claude-haiku-4-5-202510012026-09-17 18:23yes1312 s
ComparativeGPT-5.4 minigpt-5.4-mini-2026-03-172026-09-17 20:59yes59 s
ComparativeGemini 3.5 Flashgemini-3.5-flash2026-09-17 19:47yes1325 s
ComparativePerplexity Sonarsonar2026-09-17 18:22yes2010 s
ComparativeGrok 4.1 Fastspacexai/grok-4.1-fast-non-reasoning via vertex2026-09-17 19:32yes3815 s
ComparativeMistral Smallmistral/mistral-small via mistral2026-09-17 18:25yes811 s
ComparativeDeepSeek V4 Flashdeepseek/deepseek-v4-flash via fireworks2026-09-17 20:39yes1011 s
ComparativeLlama 4 Maverickmeta/llama-4-maverick via bedrock2026-09-17 17:56yes54 s
ComparativeQwen 3.7 Flashalibaba/qwen3.7-flash via alibaba2026-09-17 18:28yes938 s
ComparativeKimi K2moonshotai/kimi-k2 via novita2026-09-17 18:56yes836 s
ComparativeGLM 4.7 FlashXzai/glm-4.7-flashx via zai2026-09-17 18:24yes1137 s
ComparativeMiniMax M2.5minimax/minimax-m2.5 via minimax2026-09-17 20:57yes825 s
Budget constrainedClaude Haiku 4.5claude-haiku-4-5-202510012026-09-17 18:45yes911 s
Budget constrainedGPT-5.4 minigpt-5.4-mini-2026-03-172026-09-17 19:54yes36 s
Budget constrainedGemini 3.5 Flashgemini-3.5-flash2026-09-17 21:55yes1458 s
Budget constrainedPerplexity Sonarsonar2026-09-17 18:26yes204 s
Budget constrainedGrok 4.1 Fastspacexai/grok-4.1-fast-non-reasoning via vertex2026-09-17 17:55yes2515 s
Budget constrainedMistral Smallmistral/mistral-small via mistral2026-09-17 20:35yes55 s
Budget constrainedDeepSeek V4 Flashdeepseek/deepseek-v4-flash via fireworks2026-09-17 18:57yes712 s
Budget constrainedLlama 4 Maverickmeta/llama-4-maverick via bedrock2026-09-17 18:03yes53 s
Budget constrainedQwen 3.7 Flashalibaba/qwen3.7-flash via alibaba2026-09-17 19:28no029 s
Budget constrainedKimi K2moonshotai/kimi-k2 via novita2026-09-17 20:06yes1425 s
Budget constrainedGLM 4.7 FlashXzai/glm-4.7-flashx via zai2026-09-17 18:51yes19159 s
Budget constrainedMiniMax M2.5minimax/minimax-m2.5 via minimax2026-09-17 20:52yes518 s
Scale constrainedClaude Haiku 4.5claude-haiku-4-5-202510012026-09-17 20:21no05 s
Scale constrainedGPT-5.4 minigpt-5.4-mini-2026-03-172026-09-17 20:17no07 s
Scale constrainedGemini 3.5 Flashgemini-3.5-flash2026-09-17 21:16yes1046 s
Scale constrainedPerplexity Sonarsonar2026-09-17 20:10yes208 s
Scale constrainedGrok 4.1 Fastspacexai/grok-4.1-fast-non-reasoning via vertex2026-09-17 19:11yes1612 s
Scale constrainedMistral Smallmistral/mistral-small via mistral2026-09-17 18:25no08 s
Scale constrainedDeepSeek V4 Flashdeepseek/deepseek-v4-flash via fireworks2026-09-17 20:39yes819 s
Scale constrainedLlama 4 Maverickmeta/llama-4-maverick via bedrock2026-09-17 18:23yes53 s
Scale constrainedQwen 3.7 Flashalibaba/qwen3.7-flash via alibaba2026-09-17 19:20no025 s
Scale constrainedKimi K2moonshotai/kimi-k2 via novita2026-09-17 20:45no056 s
Scale constrainedGLM 4.7 FlashXzai/glm-4.7-flashx via zai2026-09-17 19:36yes13141 s
Scale constrainedMiniMax M2.5minimax/minimax-m2.5 via minimax2026-09-17 19:27yes517 s
Negative framingClaude Haiku 4.5claude-haiku-4-5-202510012026-09-17 20:36yes96 s
Negative framingGPT-5.4 minigpt-5.4-mini-2026-03-172026-09-17 20:02yes66 s
Negative framingGemini 3.5 Flashgemini-3.5-flash2026-09-17 19:39yes1923 s
Negative framingPerplexity Sonarsonar2026-09-17 18:57yes208 s
Negative framingGrok 4.1 Fastspacexai/grok-4.1-fast-non-reasoning via vertex2026-09-17 19:38yes4021 s
Negative framingMistral Smallmistral/mistral-small via mistral2026-09-17 19:51yes55 s
Negative framingDeepSeek V4 Flashdeepseek/deepseek-v4-flash via fireworks2026-09-17 19:59yes2930 s
Negative framingLlama 4 Maverickmeta/llama-4-maverick via bedrock2026-09-17 19:25yes54 s
Negative framingQwen 3.7 Flashalibaba/qwen3.7-flash via alibaba2026-09-17 19:38yes1024 s
Negative framingKimi K2moonshotai/kimi-k2 via novita2026-09-17 18:05yes3039 s
Negative framingGLM 4.7 FlashXzai/glm-4.7-flashx via zai2026-09-17 20:00yes2789 s
Negative framingMiniMax M2.5minimax/minimax-m2.5 via minimax2026-09-17 17:58yes2437 s

Normalization in this category

Every judgment call made between the raw labels and the numbers above, listed so it is visible and reversible.

Category-scoped readings
Avalara read as Avalara AvaTax
Avalara (AvaTax + ECM Pro) read as Avalara AvaTax
Avalara (AvaTax) read as Avalara AvaTax
Avalara (AvaTax/Select) read as Avalara AvaTax
Avalara (Avatax) read as Avalara AvaTax
Oracle Tax read as Oracle
QuickBooks read as QuickBooks Sales Tax
Shopify read as Shopify Tax
Stripe read as Stripe Tax
Xero read as Xero Tax
Unresolved, counted raw
ACTSOLV
AccurateTax
Avalara Breezeway
Avior
JetBoost
Sincera Tax
Software Advice (Sales Tax Software)
Squarespace
TaxCerts
TaxComplete
WooCommerce (Jetpack Pro)
Zonos
Discontinued, still offered
No shut-down product was recommended here.
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