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Numeral
Sales tax compliance (nexus monitoring, registrations, filings, remittance) with a partner program for accounting firms, CAS practices and bookkeepers.
| What the AI does | AI product classification, real-time AI-powered exemption-certificate validation, and AI agents that monitor state tax portals daily for notices |
|---|---|
| Who it serves | CAS practices, Small CPA firms, Bookkeeping practices, Solo practitioners |
| Starting price | Free monitoring; Professional $75 per filing + $150 per state registration |
| Pricing model | Free monitoring + per filing/registration |
| Free trial | Free plan available |
| Best fit | Solo practitioner, Small firm |
| Category | Tax Preparation & Review AI |
| Also fits | Month-End Close & CAS Automation |
| Works with | Shopify, Stripe, Amazon, QuickBooks and dozens more |
| SOC 2 | Not stated on the vendor's site |
| Checked | 2026-10-29, against the vendor's own page |
Who it's for
Numeral is listed as a fit for solo practitioners and small firms, and the vendor names CAS practices, small CPA firms, bookkeeping practices and solo practitioners on its own site. The job it gets hired for: preparing and reviewing returns faster, with AI reading the source documents and flagging what doesn't tie out. It also fits the Month-End Close & CAS Automation category.
What it costs
Numeral has a free plan to start: Free monitoring; Professional $75 per filing + $150 per state registration.
Good to know
Numeral is sales tax compliance with a partner program written for every kind of practice — national firms that implement it, SALT boutiques, CAS and outsourced-CFO practices that add sales tax to their services, and bookkeepers who refer the work and keep the relationship — with multi-year partner rewards or client discounts and a free Gold tier. The platform pairs human tax experts with agentic capabilities: AI product classification, real-time AI exemption-certificate validation and AI agents that check state tax portals daily for notices, all backed by a penalties-and-interest guarantee. Nexus monitoring is free; Professional is $75 per filing plus a one-time $150 registration per state with no setup fees or contract, and native integrations cover Shopify, Stripe, Amazon, QuickBooks and dozens more.
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