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:

 

 

 

 

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%

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