Product Updates
Whether you’ve been using CereTax for years or you’re just starting your search for a better sales tax software, you’re in for something new.
We’ve redesigned the CereTax Portal from the ground up, making it faster to use, easier to navigate, and a whole lot more powerful behind the scenes. Same reliable engine. Smoother drive.
If you manage sales tax across multiple systems, jurisdictions, or entities, the Portal is where it all comes together. And now, it does so with way fewer clicks, cleaner workflows, and a fresh look built for the way tax professionals actually work.
Let’s take a tour.
CereTax is modern sales tax automation built for complex businesses. If you're juggling sales tax across states, handling multiple nexus points, or dealing with the joys of exemption certificates, we’ve got your back.
We integrate with your systems, automate your compliance, and now ,with this release, we do it all with a sleeker, smarter user experience.
Legacy sales tax platforms often prioritize compliance at the expense of usability. The old way of doing things meant multiple tabs, buried actions, and disconnected workflows. That slows down teams and creates risk.
We heard your feedback: the platform worked, but the interface made you work too hard.
So we fixed that.
The new Portal isn’t just a fresh coat of paint — it’s a smarter layout, faster performance, and a more intuitive way to manage tax at scale. Whether you're reviewing returns, setting up rules, or managing users, everything's easier to find, faster to load, and better organized.
The new home screen gives you a clear, streamlined starting point. Client account switching now lives under the profile icon for cleaner navigation.
Less clicking around. More time doing actual work.
Everything you need to manage transactions lives in one screen now. View, import, and filter without hopping between tabs. Filter controls and column selection are upfront. And yes, you can now search by line item.
Faster review cycles, easier error resolution, and less friction in day-to-day workflows.
"Run" and "View" are now in the same section, and actions like View, Download, and Archive are consolidated into one clean menu. The layout feels familiar, it’s just faster.
Fewer steps to run reports, and a more logical layout that fits how most teams actually work.
Duplicating rules now carries over all the values, not just the shell. Edit what you need, skip the rework. You can also manage and filter rules and rule types more efficiently with an improved layout.
If you’re building similar rules often, the improved duplication feature can save you hours of manual setup. Just remember to adjust the values if you're not replicating the rule exactly.
In the Rule Types section, you’ll see layout changes. Most notably, search is replaced with filter-based navigation. You’ll still have full functionality; it’s just organized more cleanly. Rule elements are now easier to manage once you apply the right filter.
These changes bring clarity to a complex area of the platform, making it easier to work at scale.
The Tax Calculator, Address Validation, and Taxability tools all got a visual upgrade. Easier on the eyes, easier to use.
Same functionality, but now faster to access and easier to customize.
Users and Roles are now separate sections, with more pre-built roles to match the most common permission sets. You asked for flexibility and you got it.
Faster setup, clearer role management, and better support for growing teams.
Sections no longer open in new browser tabs. Everything stays within a single, focused workspace.
No more tab sprawl. No more losing your place. Just smoother flow.
The new Portal is live. Log in anytime to see what’s changed.
This isn’t just a redesign. It’s a reset. A rethink. And a signal of what’s next.With more updates, integrations, and automation tools on the horizon, this is just the start of a smarter CereTax platform.
Want a quick walkthrough or want to see how CereTax would fit your workflow?
Book a demo, and we’ll show you the new Portal in action.
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