Puzzle Finds Their Perfect Sales Tax Match With Zamp in 13 States and Counting

About Puzzle

Before Puzzle came along, the modern financial tech stack was missing a key piece. In the fast-paced startup world, founders need to build and deliver great products in order to succeed. They also need to deliver on expert business acumen to position their company for the long-term.  

Founded in 2019 by Sasha Orloff and John Cwikla, Puzzle helps startups drive better business decisions by integrating with the best-in-class players in banking. Through the power of data, they provide founders and startups with real-time financial metrics and insights to make more informed business decisions for today and tomorrow.

Puzzle has quickly become a favorite tool among leaders in the SaaS space, with customers such as Gusto, Stripe, Ramp, and Brex singing their praises. Only five years into launching, they’ve grown rapidly and established a loyal customer base—and they’re just getting started.

Challenges 

As the business took off, sales tax requirements piled on.

Paige Honeycomb, Chief of Staff at Puzzle, is responsible for anything and everything at the intersection of cross-functional coordination and strategy. This meant that setting up Puzzle’s entire sales tax infrastructure fell under her domain. 

As she was going through the process of setting everything up, she realized it was much more daunting than she had anticipated. Each step was extremely tedious. Time is especially precious when working at a startup, and sales tax was not something she could dedicate countless hours to. She decided to look into available solutions on the market, and that’s when she found Zamp. 

The full-fledged service offered state registrations, nexus monitoring and calculations, filing, and remittance all for one price. This meant she no longer had to think about sales tax and could focus on strategy and operations instead. Once she learned that Zamp also offered a seamless integration with Stripe, their billing provider, it was a done deal.

The ability to integrate directly with Stripe was a major value prop for us. You guys can just kind of take all that on for us and I don't even have to think about anything. It's just amazing.

Solution

Since partnering with Zamp, Paige now gets to enjoy:   

Benefit #1: Worry-free sales tax

Paige trusts that Zamp has sales tax taken care of each step of the way, so she can sit back, relax, and focus on strategy to continue moving Puzzle’s business operations forward.

I don't even have to touch it. I have to focus on strategy and operations elsewhere. I'm able to let you guys run with it and not even have a thought in my mind.  

Benefit #2: Unmatched support and reliable sales tax compliance

While Paige and her team evaluated other sales tax solutions on the market, she’s glad she went with Zamp since she receives unmatched hands-on support and reliable sales tax compliance. No matter what, she knows she can easily reach a team of experts who know her account personally.

Taxes are scary for any business. Nobody wants to get dinged for a stupid reason just because they're misinformed. Zamp’s team has the ability to be there and support companies as they go through those scaling and pivotal revenue-generating moments of their company.

Benefit #3: A top-tier onboarding process  

Getting started with Zamp couldn’t have been easier. All Paige had to do was complete the following steps with a dedicated Onboarding Specialist:  

1. 1. Meet with Zamp to get set up and grant access to Puzzle’s transactional data in Stripe.
2. 2. Zamp determined Puzzle's sales tax needs.
3. 3. Zamp handles all things sales tax going forward, and is always readily available by phone or email.

Christine Daly handled our onboarding, and she's so receptive. She answers immediately if there's ever anything. The response time was so quick and the team was so hands-on.

Results

Puzzle’s sales tax needs are managed accurately and on time each month, without fail.  

Since Puzzle has partnered with Zamp, they’ve had:  

• 6 months of accurate and timely filing
• 13 registrations completed
• 13 state accounts configured  

Paige and her team rest assured that they’re sales tax compliant through each and every stage of their growth, so they can focus on continuing to provide world-class accounting services for startups.

I think it’s easy for people to go with somebody who's bigger or more well known, but Zamp’s value prop and ability to be so hands-on is amazing. You want to have that support and you want to be able to hop on the phone easily with a person who knows your account. That's a need that Zamp is able to actually fulfill.

If you’re part of the SaaS world, you’re no stranger to endless to-do lists and know just how valuable your time is. Why waste it stressing over tedious sales tax processes?  

Get back to what matters most with Zamp.