Compliance. Clarity. Cashflow. Powered by AI.
CaesarTax & ComplianceAI
Modern Risk Management - Smarter Compliance. Stronger Margins
Payment, Tax & Compliance Solutions
Automating Tax Clarity & Compliance for Growing Businesses
Core Problem Solved
Small and medium-sized businesses often:
- Misreport under the wrong TPT classification codes (e.g., 017, 162).
- Miss reporting deadlines or thresholds for state/local tax remittances.
- Lack guidance on deductions, exemptions, or audit readiness.
- Struggle with multi-jurisdiction sales taxes.
Learn more:
- Generative AI Solution Components
- Integration Capabilities
- Dashboards & Reporting
- Compliance & Security
- Use Cases
- Product Tiers

CaesarTax Generative AI Solution Components
AutoClassify AI
- Uses NLP + machine learning to classify business activities under correct Arizona TPT codes (e.g., 017 for retail, 162 for vehicle sales).
- Learns from tax law changes and historical filings.
- Offers guidance if multiple codes apply (e.g., hybrid businesses).
SmartFiler GPT
- Auto-generates TPT reports (monthly, quarterly, annual).
- Custom prompts: “Create my May 2025 TPT report with deductions for goods sold under resale license.”
- Handles partial-year business activity and threshold compliance.
ThresholdGuard
- Real-time tracking of taxable income thresholds across all city and county layers in Arizona.
- Alerts when nearing Tier 1 / Tier 2 filing breakpoints (e.g., for retail sales thresholds in certain jurisdictions).
Deduction Helper
- Suggests potential deductions based on uploaded receipts, invoices, and transaction history.
- Includes resale, out-of-state sales, subcontracting exemptions, etc.
AuditReady Engine
- Prepares audit checklists and organizes digital receipts, proof of exemption, and returns.
- Simulates potential audit risk scores using AI analysis.
Multi-State Nexus Monitor (Optional Add-On)
- Tracks when your business triggers nexus in other states.
- Advises on tax registration or filing obligations outside Arizona.
System Integration Capabilities
Accounting software:
- QuickBooks
- Xero
- NetSuite
ERP:
- Oracle
- NetSuite
- SAP
POS systems:
- Square
- Shopify
- Toast
- Other Booking & POS Systems
CRM platforms:
- Salesforce
- Zoho CRM
- Hubspot
Tax Portals:
- Arizona AZTaxes.gov + APIs to automate uploads or e-filing
Blockchain wallets & payment processors
API-first architecture for real-time data sync across platforms.
Dashboards & Reporting
- Visual real-time tax dashboards
- TPT liability by month/city/county
- Deductions vs revenue trends
- Filing status and alerts
Compliance & Tax Benefits
- Visual real-time tax dashboards
- TPT liability by month/city/county
- Deductions vs revenue trends
- Filing status and alerts
Compliance & Security Security, Governance & Privacy
- AES-256 encrypted data
- SOC 2 Type II compliance for handling sensitive financial info
- Audit trail for all AI-generated filings and interactions
- End-to-end encryption
- Role-based access control (RBAC)
- Immutable audit trail
- GDPR & CCPA compliance
- Configurable retention policies
M&A Strategy for CaesarTax AI

Use Cases

Product Tiers

Strategic Acquisition
Target: TPTSmart Inc." – A small Arizona-based SaaS firm offering manual TPT tracking software
Why: They have 1,200 Arizona clients and outdated software with manual filing needs.
Post-Acquisition Synergies:
- Migrate clients to CaesarTax AI platform.
- Upsell clients into Pro or Enterprise tiers.
- Eliminate redundant tools and staff.
- Integrate their city/county TPT database API into CaesarTax AI's engine.


Pro Forma Impact:
+$200K in recurring revenue
$200K
Reduced cost per user by
40%
Customer acquisition cost (CAC) reduced by 25% over 2 years
25%