Fosti - The operating system for sales tax practices

tax.yourfirm.com/practice-board

Cycle Board

April 2026 · 16 active cycles · 3 need review

New cycle

All cycles

At risk

In review

Completed

April

Meridian Tech

Apr · 8 states · 12 returns

Senior review

BlueSky Commerce

Apr · 14 states · 22 returns

File & pay

Apex Distribution

Apr · 6 states · 9 returns

Completed

Northgate Retail

Apr · 11 states · 18 returns

In prep

Hartwell Foods

Apr · 5 states · 7 returns

Waiting for data

Cornerstone Medical

Apr · 9 states · 15 returns

Senior review

Active clients

3,350

Returns / cycle

40%

Cycle time saved

+14pts

Margin uplift

The problem

Your SALT practice
has a growth ceiling.

It's not your clients. It's not your team. It's that SALT operations live in master spreadsheets, email threads, and tribal knowledge - a model that doesn't scale.

Operational overhead

86%

Of cycle time is coordination and data chasing - not billable judgment.

Senior bottleneck

60%

SALT specialists spend their time on prep and firefighting, not review.

Typical margin

~8%

Fully-loaded margin for mid-size firms. Growth means headcount.

Malpractice exposure

73%

Of CPA malpractice claims involve tax services - and ad-hoc workflows.

The platform

Every client. Every state.
Every step in one place.

Purpose-built for the way CPA firms actually do SALT - multi-client, multi-state, recurring every month.

COMPLIANCE WORKFLOW

A 5-step cycle that opens automatically for every active client.

Steps unlock sequentially. Juniors prepare safely. Seniors review variance flags only. The system tracks every action so nothing falls through the cracks.

One-click branded data requests via client portal
Auto-populated worksheets with variance flags
Per-return filing & payment tracking to confirmation
Audit package auto-generated on cycle close

Meridian Tech - April 2026

Cycle #47 · 12 returns · 8 states

On track

✓

Data intake

Apr 3 · Uploaded by client

✓

Reconciliation & prep

Apr 5 · 12 returns prepared

Senior review

3 variance flags · 2 pending

File & pay

Locked until review complete

Reconciliation & close

Locked

WHITE-LABEL CLIENT PORTAL

Your brand. Your domain.
Zero Fosti anywhere.

Clients log into tax.yourfirm.com to upload data, approve liabilities, and track filing status. No inbox clutter. No status-update emails.

Custom subdomain, logo, and brand colors
Status-first home screen clients actually understand
Nexus alerts before new obligations trigger
Included in all tiers - no per-portal add-on fee

Smith CPA - Tax Portal

Home Filings Nexus Docs

Action needed

Upload your March 2026 sales data

Due April 10, 2026 · Upload file or send via email link

Nexus threshold monitoring

Texas

87%

Florida

62%

Colorado

34%

Georgia

21%

INTELLIGENT WORKSHEET

Auto-populated. Variance-flagged. Junior-safe.

Upload client data and the hybrid worksheet fills itself - prior periods, source totals, prepayments, carryforwards. Amber flags surface only what needs a senior's attention.

Hybrid grid - one row per return, grouped by state
Prior-period comparisons surface material variances
Carryforwards flow automatically to next cycle
Import files for Vertex, Avalara, OneSource

Worksheet · BlueSky Commerce

14 returns · 2 variance flags

Export

$128,450

$94,200

$7,524.50

✓ OK

$342,180

$287,900

$23,599.35

⚠ +38%

$89,320

$71,450

$4,643.25

✓ OK

$201,600

$178,230

$15,910.55

⚠ −24%

$67,450

$58,920

$4,654.68

✓ OK

TOTAL

$829,000

$690,700

$56,332.33

The outcome

16 clients. 3,350 returns.
Same team. Here's what changes.

Real numbers from a typical SALT practice running $180K/yr in revenue.

Without Fosti

Time per return

~65 min

Returns / preparer / year

~350

Data coordination

Email + Excel

New clients without hiring

0–2

Fully-loaded margin

~8%

Audit trail coverage

Partial / ad hoc

With Fosti

Time per return

~38 min↓ 42% faster

Returns / preparer / year

~580↑ 66% capacity

Data coordination

One-click request

New clients without hiring

10–15Same team

Fully-loaded margin

~22%↑ +14 pts

Audit trail coverage

100% automatedEvery action logged

Modules

Everything a SALT
practice needs.

11 purpose-built modules covering the full lifecycle - from client onboarding to escrow reconciliation to audit export.

Firm administration

White-label config, team roles, notifications, subscription billing.

CRM & nexus profiles

Client records, registered states, activity timeline, compliance history.

Client intake & eSignature

Questionnaires, engagement letters, embedded eSignature in portal.

Filing calendar

Cross-client deadlines, color-coded urgency, per-staff workload view.

Practice management

Multi-client cycle board. Card per client per period. Sorted by urgency.

Tax compliance workflow

5-step cycle workspace. Auto-populated worksheet, variance flags, sign-off.

Client portal

Fully white-labeled. Status, data upload, nexus, documents, notices.

Escrow ledger

Per-client running balance. Inflows, outflows, firm-wide overview.

Document management

Structured folders, auto-routing, unlimited storage, full audit trail.

Time & billing

Activity-based tracking, WIP, invoicing, profitability reports.

Exemption certificates

Per-buyer tracking, expiration alerts, one-click audit export ZIPs.

Q4 2026

Returns engineSOON

Native PDF generation for top 15 states. Replaces per-return fees.

Security & compliance

Built for firms that can't
afford to get this wrong.

Client financial data lives in your platform. We treat it accordingly - from encryption at rest to full audit logging on every action.

SOC 2 Type II

Independently audited. Reports available to enterprise customers upon request.

Encryption everywhere

AES-256 at rest. TLS 1.3 in transit. Per-tenant isolation. SSO & MFA included.

Complete audit trail

Every decision, override, sign-off, and carryforward logged. One-click export.

Role-aware access

Admin, Senior Reviewer, Staff - each role sees only what they need.

U.S. data residency

All data stored in U.S. regions. Daily backups. 99.9% uptime SLA on Scale+.

Export your data anytime

No lock-in. Export your full firm dataset with one click. Your data is always yours.

SOC 2 Type II

GDPR ready

SSO & SCIM

99.9% uptime

Pricing

Simple per-client pricing.
Grows when you grow.

All 11 modules, white-label portal, and unlimited states in every tier.
No per-return fees.

Starter

For small firms just getting organized.

$399/mo

$4,300/yr · save 10%

Up to 5 active clients

All 11 core modules
White-label portal
Up to 3 team members
Email support

Get started

POPULAR

Growth

For practices scaling past their first 10 clients.

$799/mo

$8,600/yr · save 10%

Up to 15 active clients

Everything in Starter
Unlimited team members
Custom subdomain & branding
Priority support

Book demo

Scale

For established SALT practices at scale.

$1,499/mo

$16,200/yr · save 10%

Up to 35 active clients

Everything in Growth
Advanced analytics
Dedicated onboarding
99.9% uptime SLA

Get started

Enterprise

For multi-office firms and BPOs.

Custom

Volume discounts available

35+ active clients

Everything in Scale
SSO & SCIM
Custom integrations
White-glove onboarding

Contact sales

FAQ

Common
questions.

Can't find what you're looking for? Talk to our team →

Does Fosti replace Vertex or Avalara?

Not in Phase 1. Fosti is the workflow, client portal, and practice management layer - your returns engine stays. We generate import files for Vertex, Avalara, and OneSource. In Q4 2026 our native Returns Engine launches for the top 15 states, at which point firms can replace per-return engine fees entirely.

How long does onboarding take?

Self-serve onboarding takes under an hour. Add your firm profile, configure your white-label portal, invite your team, and add your first client. Your first compliance cycle opens automatically on the 1st working day of the next month.

Can clients use the portal without logging in?

Yes. You choose per client: full portal login (for controllers who want visibility) or passwordless email upload links (for clients who just want to send the file). Both route into the same structured workflow.

What happens if a junior preparer makes a mistake?

The workflow is designed around junior-safe guardrails. Senior review is a mandatory step - all variance flags must be acknowledged before sign-off. Every action is logged to the audit trail, so anything a junior touches is visible, reversible, and documented.

Is client data truly isolated per firm?

Yes. Per-tenant data isolation, encryption at rest (AES-256), TLS 1.3 in transit, and role-aware access controls. SOC 2 Type II audited. Enterprise customers can request our full security questionnaire and penetration test reports.

What if I outgrow my current tier?

We proactively notify you at 90% of your client limit. Upgrades are one click, prorated, and effective immediately. No calls, no contracts, no forced annual commitments.

Do you support multi-office or multi-brand firms?

Enterprise supports multi-office and multi-brand configurations - separate subdomains, branding, and team boundaries under a single admin. Talk to sales for details.

The operating system
for sales tax practices.

Cycle Board

Your SALT practice
has a growth ceiling.

Every client. Every state.
Every step in one place.

A 5-step cycle that opens automatically for every active client.

Your brand. Your domain.
Zero Fosti anywhere.

Upload your March 2026 sales data

Auto-populated. Variance-flagged. Junior-safe.

16 clients. 3,350 returns.
Same team. Here's what changes.

Everything a SALT
practice needs.

Works with the tools
your firm already uses.

Built for firms that can't
afford to get this wrong.

SOC 2 Type II

Encryption everywhere

Complete audit trail

Role-aware access

U.S. data residency

Export your data anytime

Simple per-client pricing.
Grows when you grow.

Common
questions.

Break through your
growth ceiling.

The operating system for sales tax practices.

Cycle Board

Your SALT practicehas a growth ceiling.

Every client. Every state.Every step in one place.

A 5-step cycle that opens automatically for every active client.

Your brand. Your domain.Zero Fosti anywhere.

Upload your March 2026 sales data

Auto-populated. Variance-flagged. Junior-safe.

16 clients. 3,350 returns.Same team. Here's what changes.

Everything a SALTpractice needs.

Works with the toolsyour firm already uses.

Built for firms that can'tafford to get this wrong.

SOC 2 Type II

Encryption everywhere

Complete audit trail

Role-aware access

U.S. data residency

Export your data anytime

Simple per-client pricing.Grows when you grow.

Commonquestions.

Break through yourgrowth ceiling.

The operating system
for sales tax practices.

Your SALT practice
has a growth ceiling.

Every client. Every state.
Every step in one place.

Your brand. Your domain.
Zero Fosti anywhere.

16 clients. 3,350 returns.
Same team. Here's what changes.

Everything a SALT
practice needs.

Works with the tools
your firm already uses.

Built for firms that can't
afford to get this wrong.

Simple per-client pricing.
Grows when you grow.

Common
questions.

Break through your
growth ceiling.