Salesforce-Native · Cloud-Based · AppExchange

Effortless
Tax Compliance.
In Two Clicks.

Money Ease Tax Assistant is a cloud-based tax compliance solution that streamlines and automates sales tax calculations - built natively for Salesforce, flow-friendly, and always up-to-date with the latest rates

Request a DemoSee How It Works
2 StepsTo Calculated Tax
Real-TimeRate Updates
100%Salesforce-Native
Address Validated
Real-Time Rates
Flow-Friendly
Salesforce Native
Calculated
Account
John Doe Corp.
Subtotal$85.00
Ship ToCA, USA
Rate8.50%
Tax Amount Calculated
$7.23
Updated Live · 0.42s
Transaction #4821● Live
Product · Features

Everything sales tax needs built natively inside Salesforce

Swipe through. Each capability lives where your team already works - Opportunities, Quotes, Orders, Invoices

01 / 06

Real-Time Tax Calculation

Tax is computed the instant an amount or address changes - sub-second latency, zero page refresh, fully inside the Salesforce record.

02 / 06

Automatic Rate Updates

Rates, jurisdictions and regulatory changes refresh continuously from trusted providers - no manual data-loads, no stale tables.

03 / 06

Address Validation

Every billing and shipping address is normalized and verified down to rooftop-level precision - killing one of the biggest tax accuracy issues.

04 / 06

Salesforce-Centric

Lives inside your org. No external portal, no context-switching - secured by your existing profiles, permissions and data model.

05 / 06

Dev-Friendly

Everything a developer needs to extend the product, right out of the box.

  • Extensive documentation & code samples
  • Apex hooks + tailored customization surface
06 / 06

Flow-Friendly

Drop tax calculation into any Flow, screen, record-triggered action or process.

  • Native Flow integration - no custom Apex
  • Visual process builder compatibility
How it works

From new record to filed return in four steps

Every moving part stays inside Salesforce. No tab-switching, no copy-paste, no export-to-Excel

01

Click New

Open a new Opportunity, Quote, Order or custom object - whatever your team uses.

RecordNew Quote
StatusDraft
02

Fill the details

Enter line items and the billing address. MoneyEase watches the fields in real time.

Amount$85.00
Ship-toSeattle · WA
03

Tax auto-calculates

Address is validated, jurisdiction resolved, rate applied - stored with the record for audit.

Rate8.50%
Tax$7.23
04

Auto-update on change

Edit the amount or address and MoneyEase recalculates instantly - no save-and-recompute dance.

Amount$120.00
Tax$10.20
Performance Metrics

Built for speed, accuracy and reliability

MoneyEase delivers instant tax calculations directly inside Salesforce with enterprise-grade performance and always-on rate synchronization

0
Clicks to calc
0s
Latency
0%
Native
0/0
Rate refresh
Use cases

For teams that refuse to guess their tax

Hover any card to flip it - see exactly how MoneyEase changes the day-to-day

Multi-Jurisdiction

Billing across US states, Canadian provinces, EU countries, APAC markets? MoneyEase routes to the right rate every time.

Hover to see the wins →

Multi-Jurisdiction

  • Nexus-aware routing
  • Exemption certificates stored with the account
  • Cross-border GST / VAT handled natively

Continuous Compliance

Regulations shift, rates move, boundaries get redrawn. MoneyEase absorbs the change so your team doesn't have to.

Hover to see the wins →

Continuous Compliance

  • Auto-patched rate tables
  • Versioned tax history per record
  • Clean audit trail on every transaction

End-to-End Automation

Quote → Order → Invoice: tax re-calculates through every stage. Zero re-entry, zero drift between systems.

Hover to see the wins →

End-to-End Automation

  • Flow & Process Builder triggers
  • Native CPQ / Billing compatible
  • Programmatic hooks for custom objects
Live Product Demo

Watch tax automation inside Salesforce

See how MoneyEase calculates taxes, updates quotes, and streamlines the entire sales workflow without leaving Salesforce

METATAX · MONEY EASE

See live tax calculation inside Salesforce.

Two-minute walkthrough: from a blank Opportunity to a fully-priced, tax-inclusive Quote - without leaving the record view.

Book a 20-min demo →
FAQ

Questions teams ask before they switch

Money Ease is a Salesforce-native tax assistant that automates sales-tax calculation, address validation and rate updates - so every record is priced correctly, every time.
It's installed as a managed package. It works on standard objects (Opportunity, Quote, Order, Invoice) and any custom object through Flows, record-triggered actions, or Apex hooks. No external sync needed.
No. Rates, boundaries and jurisdiction rules are updated continuously from trusted data providers. Your team never touches the underlying tables.
Yes - every calculation is versioned and stored alongside the record with full traceability: rate applied, jurisdiction resolved, address used, timestamp. Exports cleanly for audit or filing season.
Absolutely. Extensive documentation, Apex hooks, and Flow-ready actions let you tailor calculation logic, rounding rules, exemption handling and post-processing to your business.
Contact

Let's talk about your tax stack

USA · Headquarters

Seattle, Washington

2501 SW Trenton Street, #1152, Seattle, WA 98106, US

+1 206-707-8600

INDIA · Engineering

Jaipur, Rajasthan

4th Floor, Eden Heiights, Mansarovar, Jaipur, Rajasthan 302020.

+91-70734-81619

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