Clarus Referral Partner

Your clients trust you. Give them a sales tax partner they can trust, too.

The Clarus Sales Tax Referral Partner Program makes it easy to connect your clients with trusted sales tax software and expert guidance. When a client needs help with calculation, exemption certificates, business licenses, or managed returns, Clarus becomes an extension of your team while you remain the trusted advisor.

Whether your clients are growing, changing systems, or facing new sales tax challenges, we're here to help.

HOW IT WORKS

A simple, trusted handoff

1

You spot the need

You recognize a client's sales tax challenge.

2

You introduce Clarus

A warm handoff to a trusted resource.

3

We take it from there

Clarus guides the client's journey.

4

You stay the trusted advisor

Your relationship stays front and center.

Our Partnership Promise

Every referral reflects on your reputation. We understand that.

When you introduce a client to Clarus, our goal is to reinforce the trust you've already earned through responsive communication, experienced guidance, and practical recommendations tailored to your client's needs.

Responsive follow-through
Experienced sales tax professionals
Practical recommendations
A collaborative approach that respects your client relationship

Recognize the Signs

When should you introduce Clarus?

You don't have to know every sales tax rule. If you recognize one of these situations, it may be time to introduce Clarus.

Sales tax is becoming difficult to manage across multiple states

📄

Exemption certificates are creating operational headaches

🪪

Business licenses are tracked manually

🕒

Existing tax software feels expensive or difficult to support

$

Monthly sales tax returns consume too much internal time

What to Expect

What happens after the introduction.

1

We listen first and learn about the client’s business.

2

We recommend the solutions that best fit their needs.

3

We demonstrate the appropriate products and services.

4

We guide onboarding and implementation.

5

We remain available with ongoing support and expertise.

Why Partners Refer

Why partners choose Clarus.

🏅

Built by Sales Tax Experts

Real tax expertise is built into both our software and our
customer experience.

🛡️

Practical Solutions

Purpose-built technology designed to solve real business
challenges without unnecessary complexity.

💬

Responsive, US-Based Support

Your clients work directly with knowledgeable professionals
who understand sales tax.

📈

Designed for Growing Businesses

Flexible solutions that adapt as organizations expand and
evolve.

Choose Your Path

Referral Partner or Clarus Certified Implementor?

Two ways to partner with Clarus. Pick the path that fits how you want to work with your clients.

Referral Partner

  • Identify opportunities
  • Introduce clients
  • Stay focused on your core services
  • Clarus guides the customer journey


Become a Referral Partner

Clarus Certified Implementor (CCI)

  • Deliver implementations
  • Lead customer onboarding
  • Build implementation services
  • Receive product training and implementation resources


Explore the CCI Program

Sara Adkins, Director of Partnerships

Sara Adkins

Director of Partnerships

Whether you're exploring referral opportunities, becoming a Clarus Certified Implementor, or simply learning more about partnering with Clarus, Sara is here to answer your questions and help you find the partnership path that's right for your organization.

Get Started

Ready to Become a
Clarus Referal Partner?

Whether you're interested in becoming a Referral Partner, a Clarus Certified Implementor, or exploring both opportunities, complete the application below. Our Partnerships team will review your submission and contact you to discuss the best fit.

Submission of this form does not guarantee acceptance into the Clarus Certified Implementor Program. Participation is subject to review, approval, and execution of the applicable Partner Agreement.

Frequently Asked Questions

Explore the Clarus product lineup.

Clarus Tax Technologies offers focused software solutions for sales tax calculation and return filling, exemption certificate management,
and license compliance — practical tools built for modern sales tax operations.

AkuCalc icon

SALES TAX CALCULATION

AkuCalc

Calculate accurate sales tax across 13,000+ US jurisdictions and Canadian provinces and territories. AkuCalc connects directly with AkuCert to automatically apply exemptions.

AkuCert icon

EXEMPTION CERTIFICATES

AkuCert

Collect, validate, store, and manage exemption certificates with workflows built for finance and tax teams. AkuCert connects directly with AkuCalc to automatically apply exemptions.

AkuLicense icon

BUSINESS LICENSING

AkuLicense

Track, renew, and manage business licenses across jurisdictions in one connected system. Stay ahead of renewals and maintain visibility in every state where you operate.
MANAGED RETURNS

Returns

Manage sales tax return filing with a dedicated tax professional who prepares, remits, and files your returns each month. Stay ahead of deadlines, reduce filing risk, and avoid the monthly scramble.