Taxbit growth playbook

In week one, add Munch and NYDIG to the Customers page and give the listing vertical filters (Digital Asset Providers, Fintech, Payments, Marketplaces, Traditional Finance). Put Munch on the Marketplaces page and the MRDP/DAC7 regulation page, and a second, different quote on Payments. Then fill the gaps in order of pipeline: one traditional-finance story and one payments story this quarter, each with the regime, the number of jurisdictions and the measured result. Every story and quote goes through legal and the customer's own approval.

Compliance buyers want to see a company like theirs that has already filed with the vendor. A marketplace prospect who lands on a page with no marketplace customer has to take Taxbit on faith; a published story that the listing hides is proof the team has paid for and is not using.

[ ] Munch and NYDIG on /case-studies
[ ] Vertical filters on the listing
[ ] Marketplaces page: Munch story and quote
[ ] Payments page: a quote other than PayPal
[ ] Traditional Finance page: first story
[ ] Each story: regime, jurisdictions, volume, result
[ ] Customer sign-off and legal review

• Customers decline to be named

  Offer an anonymized story with the regime, scale and result, and ask again after the next clean filing season.

• Claims overstate results

  Use only figures the customer signs off, reviewed by legal.

• Your websiteThe Customers page (/case-studies, checked October 22, 2026) lists four stories: Ripio (July 7, 2025), Zero Hash (September 12, 2024), PayPal (September 11, 2024) and Uphold (September 2, 2024), all digital-asset businesses. Two more published stories, Munch (a marketplace) and NYDIG, are in the sitemap but not on the listing.Source
• Your websiteMunch case study ("Built to Scale: How Munch Scaled DAC7/MRDP Reporting Across Europe With Taxbit"): a food-waste marketplace that moved "manual, multi-country filings" to "a seamless, automated reporting engine", "doubling its market coverage year-over-year", now "live in four countries".Source
• Your websiteCustomer proof on the solution pages: Fintech and Payments both quote PayPal, Digital Asset Providers quotes Zero Hash, and the Marketplaces and Traditional Finance pages carry no customer quote or story.Source
• HiringGlobal Customer Marketing Manager, San Francisco (posted September 2026): "build and scale our customer marketing function globally"; own "customer storytelling, advocacy, and reference programs"; "Create compelling, sales-ready customer content tailored to key verticals (crypto, fintech, marketplaces, traditional financial institutions)"; support "customer-led events, panels, webinars, and roundtables"; partner with Growth Marketing; measure effect on "pipeline growth, deal velocity, and expansion".Source
• Your websiteBook a demo page: "PayPal scaled crypto reporting across three countries, on 2B+ API calls at 99.9% reliability" and "Zero misses in the first 1099-DA season"; PayPal is the only named customer on the page.Source

Fix the APAC stat row, then keep one approved set of proof numbers (jurisdictions, transactions, accounts, forms filed, companies served) in a single HubSpot module used on every page, so they change together after each filing season.

Consistent figures read as control. Buyers in regulated firms notice small errors and wonder about big ones.

• Numbers differ for good reasons (forms vs transactions)

  Label each figure clearly with its period.

• Your websiteAPAC & Middle East page (/lp/apac): "Data collection begins January 2027" across "Singapore, Australia, Hong Kong, and the UAE", "First reports due in 2028"; its stat row reads "70 M Reporting jurisdictions" (the homepage says 70+) beside "20 M+ Tax forms filed"; no APAC customer story; all content in English.Source
• Your websiteHomepage: "70+ reporting jurisdictions", "3B transactions processed, tax year 2025", "50M+ accounts", "500+ companies served", "Delivered the industry's first 1099-DA filing season with zero misses"; five verticals (Digital Asset Providers, Fintech, Payments, Marketplaces, Traditional Finance); one customer quote (PayPal); upcoming events MERGE Madrid, AIBC World in Rome and Bluechip in Vienna.Source
• Your websiteBook a demo page: "PayPal scaled crypto reporting across three countries, on 2B+ API calls at 99.9% reliability" and "Zero misses in the first 1099-DA season"; PayPal is the only named customer on the page.Source

Send each completed assessment to HubSpot with its score and the failed checks, route it to a BDR within one business day, and give the BDR a short opener per failed check written by the SME Tax Managers. People who skip the form get a follow-up email with their result and one relevant guide.

Specific, fast follow-up beats generic sequences, and the tool has already done the discovery.

• Students and consultants fill the tool

  Qualify by company domain and size before routing.

• Your websiteFree tools: a CARF Impact Assessment ("Score your CARF and CRS readiness") and a 1042-S Readiness Lab ("Five questions. One minute. A score and where to start", ten checks, "Both forms are due March 15").Source
• HiringBusiness Development Representative and Manager, Business Development Team (New York, posted September and October 2026): research target accounts for "relevant triggers (e.g., new products, geographies, or regulatory changes)", "multi-threaded outreach" across tax, finance and product, "Qualify and convert inbound leads", follow up on "campaigns, events, and partner-driven leads"; the manager builds "repeatable prospecting systems and workflows in HubSpot and Unify" and uses AI for "account research, personalization, sequencing, and reporting".Source
• HiringImplementation Manager, Singapore (posted October 2026, English and Mandarin): leads implementations "from kickoff through successful handoff", sequencing "CSV, API, SDK, data migration, validation, and filing-readiness activities", and is asked to improve "predictability and time-to-value". SME Tax Managers in Madrid and Singapore act as the "technical brain" for go-to-market and "Partner with Marketing to produce white papers, webinars, and thought-leadership content regarding regulatory shifts (e.g., CARF, 1099-DA, or changes to DAC7)".Source

Add a short country block above the call to action: days until the next deadline, what has to be in place by then, a link to the Impact Assessment pre-set for that country, and a "talk to our [region] team" button routed to the right AE. Refresh each page's "last updated" date on a set calendar.

A next step tied to the visitor's own deadline converts better than a general contact form, and fresh dates signal the tracker is maintained.

• Regulation changes faster than the pages

  Show the review date and link the official source.

• Your websiteCARF country pages (e.g. Germany): first reportable year, filing deadline (31 July 2027), self-certification dates and penalties ("Intentional violation - 50,000 EUR"), "Last updated April 2026" (Finland: February 2026), and one generic call to action: providers "are invited to get in touch with Taxbit".Source
• Your websiteFree tools: a CARF Impact Assessment ("Score your CARF and CRS readiness") and a 1042-S Readiness Lab ("Five questions. One minute. A score and where to start", ten checks, "Both forms are due March 15").Source
• HiringEnterprise Account Executives in New York and Singapore (Singapore posted October 15, 2026, requiring "professional proficiency in both English and Mandarin"): new-logo acquisition "across leading crypto, fintech and marketplace firms globally", "$100K+ ACV enterprise deals", pipeline from "strategic outbound prospecting, partner collaboration, and marketing-driven opportunities", expertise in "1099 reporting, DAC8, CARF, and other emerging regulations".Source
• Your websiteSitemap (368 URLs): 248 blog posts, 37 CARF country pages, 19 webinars, 10 white papers. Thirteen blog URLs carry 2019-2021 dates in the slug, and about 30 posts address individual crypto taxpayers, e.g. "how-to-receive-coronavirus-stimulus-check", "irs-extends-tax-deadline-to-may-17-2021" and a release note for the consumer "tax optimizer".Source

Announce a monthly series this week: one customer, one Taxbit SME, one regime. Start with a marketplace customer on DAC7/MRDP, then a digital-asset customer on the 1099-DA season. List upcoming sessions on the webinars page and in BDR sequences.

Peer sessions draw attendance and produce clips, quotes and references from one hour of work.

• Customer speakers drop out

  Keep a Taxbit SME as backup host.

• Your websiteWebinars page (checked October 22, 2026): the newest session is "Critical Updates for 1099, 1042-S, and Global Information Reporting" from February 12, 2026, then the CARF Masterclass with Andersen (February 5, 2026); no upcoming session is listed, and the sessions are hosted by Taxbit experts and advisers rather than customers.Source
• HiringGlobal Customer Marketing Manager, San Francisco (posted September 2026): "build and scale our customer marketing function globally"; own "customer storytelling, advocacy, and reference programs"; "Create compelling, sales-ready customer content tailored to key verticals (crypto, fintech, marketplaces, traditional financial institutions)"; support "customer-led events, panels, webinars, and roundtables"; partner with Growth Marketing; measure effect on "pipeline growth, deal velocity, and expansion".Source
• Your websiteMunch case study ("Built to Scale: How Munch Scaled DAC7/MRDP Reporting Across Europe With Taxbit"): a food-waste marketplace that moved "manual, multi-country filings" to "a seamless, automated reporting engine", "doubling its market coverage year-over-year", now "live in four countries".Source
• HiringImplementation Manager, Singapore (posted October 2026, English and Mandarin): leads implementations "from kickoff through successful handoff", sequencing "CSV, API, SDK, data migration, validation, and filing-readiness activities", and is asked to improve "predictability and time-to-value". SME Tax Managers in Madrid and Singapore act as the "technical brain" for go-to-market and "Partner with Marketing to produce white papers, webinars, and thought-leadership content regarding regulatory shifts (e.g., CARF, 1099-DA, or changes to DAC7)".Source

Audit the posts by traffic and links. Redirect consumer how-tos to the enterprise guide on the same topic or to the TurboTax partnership note, remove dated news posts from the sitemap, and add a short "Taxbit serves businesses" note to any you keep. Keep posts that rank for enterprise terms.

A clearer content footprint sends better leads to BDRs and stops consumers contacting sales and support.

• Lost traffic

  Redirect rather than delete, and keep posts with enterprise intent.

• Your websiteSitemap (368 URLs): 248 blog posts, 37 CARF country pages, 19 webinars, 10 white papers. Thirteen blog URLs carry 2019-2021 dates in the slug, and about 30 posts address individual crypto taxpayers, e.g. "how-to-receive-coronavirus-stimulus-check", "irs-extends-tax-deadline-to-may-17-2021" and a release note for the consumer "tax optimizer".Source
• Your websiteBlog, September 29, 2023: Taxbit ended its consumer platform "to focus solely on enterprise tax & accounting compliance as well as the public sector" and pointed individual users to Intuit TurboTax.Source
• Your websiteHomepage: "70+ reporting jurisdictions", "3B transactions processed, tax year 2025", "50M+ accounts", "500+ companies served", "Delivered the industry's first 1099-DA filing season with zero misses"; five verticals (Digital Asset Providers, Fintech, Payments, Marketplaces, Traditional Finance); one customer quote (PayPal); upcoming events MERGE Madrid, AIBC World in Rome and Bluechip in Vienna.Source

Turn the regulation tracker into a trigger feed in Unify and HubSpot: when a jurisdiction finalizes rules, list licensed firms there by type (exchanges, e-money issuers, marketplaces), and start a sequence written by an SME with the date, the obligation and one question. Add company triggers (new licence, new country launch) from news.

A message about a deadline that applies to the reader is relevant by design, which lifts reply rates.

• Telling a firm it is non-compliant

  Describe the rule and ask; never assert the firm's status.

• HiringBusiness Development Representative and Manager, Business Development Team (New York, posted September and October 2026): research target accounts for "relevant triggers (e.g., new products, geographies, or regulatory changes)", "multi-threaded outreach" across tax, finance and product, "Qualify and convert inbound leads", follow up on "campaigns, events, and partner-driven leads"; the manager builds "repeatable prospecting systems and workflows in HubSpot and Unify" and uses AI for "account research, personalization, sequencing, and reporting".Source
• Your websiteBlog, August 7, 2026, "Taxbit is now in Asia Pacific": APAC operations "anchored in Singapore"; CRS 2.0 now treats e-money issuers as depository institutions, so "Many of these firms have had little to no related information reporting obligation until now. Some may not realize they are in scope, too."; a Tax Academy session with the Inland Revenue Authority of Singapore, TOKEN2049 Singapore and Abu Dhabi Finance Week.Source
• Your websiteCARF country pages (e.g. Germany): first reportable year, filing deadline (31 July 2027), self-certification dates and penalties ("Intentional violation - 50,000 EUR"), "Last updated April 2026" (Finland: February 2026), and one generic call to action: providers "are invited to get in touch with Taxbit".Source
• HiringEnterprise Account Executives in New York and Singapore (Singapore posted October 15, 2026, requiring "professional proficiency in both English and Mandarin"): new-logo acquisition "across leading crypto, fintech and marketplace firms globally", "$100K+ ACV enterprise deals", pipeline from "strategic outbound prospecting, partner collaboration, and marketing-driven opportunities", expertise in "1099 reporting, DAC8, CARF, and other emerging regulations".Source

Build a kit: a Mandarin summary of the CARF and CRS 2.0 timeline for each APAC market, an APAC customer or partner story, a one-page implementation plan from the Implementation Manager, and a regional demo path. Have native-speaking staff and local counsel review every line.

Buyers trust vendors who show up in their market and language, and the hires already exist to deliver it.

• Regulatory nuance lost in translation

  Local counsel signs off.

• HiringEnterprise Account Executives in New York and Singapore (Singapore posted October 15, 2026, requiring "professional proficiency in both English and Mandarin"): new-logo acquisition "across leading crypto, fintech and marketplace firms globally", "$100K+ ACV enterprise deals", pipeline from "strategic outbound prospecting, partner collaboration, and marketing-driven opportunities", expertise in "1099 reporting, DAC8, CARF, and other emerging regulations".Source
• HiringImplementation Manager, Singapore (posted October 2026, English and Mandarin): leads implementations "from kickoff through successful handoff", sequencing "CSV, API, SDK, data migration, validation, and filing-readiness activities", and is asked to improve "predictability and time-to-value". SME Tax Managers in Madrid and Singapore act as the "technical brain" for go-to-market and "Partner with Marketing to produce white papers, webinars, and thought-leadership content regarding regulatory shifts (e.g., CARF, 1099-DA, or changes to DAC7)".Source
• Your websiteAPAC & Middle East page (/lp/apac): "Data collection begins January 2027" across "Singapore, Australia, Hong Kong, and the UAE", "First reports due in 2028"; its stat row reads "70 M Reporting jurisdictions" (the homepage says 70+) beside "20 M+ Tax forms filed"; no APAC customer story; all content in English.Source
• Your websiteBlog, August 7, 2026, "Taxbit is now in Asia Pacific": APAC operations "anchored in Singapore"; CRS 2.0 now treats e-money issuers as depository institutions, so "Many of these firms have had little to no related information reporting obligation until now. Some may not realize they are in scope, too."; a Tax Academy session with the Inland Revenue Authority of Singapore, TOKEN2049 Singapore and Abu Dhabi Finance Week.Source

Recruit 15 reference customers across verticals and regions, record what each can speak to (regime, scale, integration type), and let AEs request a match in HubSpot. Thank references with early product access, speaking slots and a customer council seat.

A call with a peer who has filed is often the last step before signature, and a ready list shortens it.

• Reference fatigue

  Rotate and cap requests.

• HiringGlobal Customer Marketing Manager, San Francisco (posted September 2026): "build and scale our customer marketing function globally"; own "customer storytelling, advocacy, and reference programs"; "Create compelling, sales-ready customer content tailored to key verticals (crypto, fintech, marketplaces, traditional financial institutions)"; support "customer-led events, panels, webinars, and roundtables"; partner with Growth Marketing; measure effect on "pipeline growth, deal velocity, and expansion".Source
• HiringEnterprise Account Executives in New York and Singapore (Singapore posted October 15, 2026, requiring "professional proficiency in both English and Mandarin"): new-logo acquisition "across leading crypto, fintech and marketplace firms globally", "$100K+ ACV enterprise deals", pipeline from "strategic outbound prospecting, partner collaboration, and marketing-driven opportunities", expertise in "1099 reporting, DAC8, CARF, and other emerging regulations".Source
• Your websiteThe Customers page (/case-studies, checked October 22, 2026) lists four stories: Ripio (July 7, 2025), Zero Hash (September 12, 2024), PayPal (September 11, 2024) and Uphold (September 2, 2024), all digital-asset businesses. Two more published stories, Munch (a marketplace) and NYDIG, are in the sitemap but not on the listing.Source

Agree one joint motion per partner: a co-written guide and webinar with Airwallex for platforms paying sellers abroad, and a referral path with advisers for clients facing CARF or CRS 2.0. Track partner-sourced and partner-influenced pipeline in HubSpot.

Partners bring trust and timing that outbound cannot, and their clients' cross-border launches are Taxbit's triggers.

• Partners favour other vendors

  Give them better content and faster responses.

• Your websitePartnerships page: featured "Airwallex x Taxbit" ("Airwallex moves money to 200+ countries. Taxbit reports the tax across 70+ jurisdictions"); three partner types: payments and money movement, exchanges and custodians, and the Global Advisor Network of local counsel. Webinars include a KPMG session on 1099/1042 and a CARF Masterclass with Andersen.Source
• HiringEnterprise Account Executives in New York and Singapore (Singapore posted October 15, 2026, requiring "professional proficiency in both English and Mandarin"): new-logo acquisition "across leading crypto, fintech and marketplace firms globally", "$100K+ ACV enterprise deals", pipeline from "strategic outbound prospecting, partner collaboration, and marketing-driven opportunities", expertise in "1099 reporting, DAC8, CARF, and other emerging regulations".Source
• HiringBusiness Development Representative and Manager, Business Development Team (New York, posted September and October 2026): research target accounts for "relevant triggers (e.g., new products, geographies, or regulatory changes)", "multi-threaded outreach" across tax, finance and product, "Qualify and convert inbound leads", follow up on "campaigns, events, and partner-driven leads"; the manager builds "repeatable prospecting systems and workflows in HubSpot and Unify" and uses AI for "account research, personalization, sequencing, and reporting".Source

Make it a quarterly programme: one adviser per regime, a joint briefing for their clients, a shared readiness checklist and a clear handoff from advice to software. Keep each firm's brand rules and independence requirements in mind.

Advisers shape the shortlist, and a joint briefing positions Taxbit as the software the advice runs on.

• Audit independence limits endorsement

  Frame as education, not endorsement.

• Your websitePartnerships page: featured "Airwallex x Taxbit" ("Airwallex moves money to 200+ countries. Taxbit reports the tax across 70+ jurisdictions"); three partner types: payments and money movement, exchanges and custodians, and the Global Advisor Network of local counsel. Webinars include a KPMG session on 1099/1042 and a CARF Masterclass with Andersen.Source
• HiringTaxbit's description in every job post: "Founded by CPAs, tax attorneys, and engineers", "automating global tax reporting for the digital economy", trusted by "fintechs, marketplaces, digital asset players, Big 4 accounting firms, traditional enterprises, and government agencies", with offices in San Francisco, New York, Seattle, Salt Lake City, London, Madrid and Singapore.Source
• Your websiteWebinars page (checked October 22, 2026): the newest session is "Critical Updates for 1099, 1042-S, and Global Information Reporting" from February 12, 2026, then the CARF Masterclass with Andersen (February 5, 2026); no upcoming session is listed, and the sessions are hosted by Taxbit experts and advisers rather than customers.Source

Run a focused track for marketplaces and payout platforms: a guide to running the three regimes from one dataset, the Munch story, a joint session with a payout partner and a BDR sequence for marketplaces expanding into the EU.

Marketplaces and payout platforms are a large segment that does not depend on the digital-asset cycle.

• Spreading the team too thin

  Assign one BDR and one AE to the track.

• Your websiteCustomer proof on the solution pages: Fintech and Payments both quote PayPal, Digital Asset Providers quotes Zero Hash, and the Marketplaces and Traditional Finance pages carry no customer quote or story.Source
• Your websiteMunch case study ("Built to Scale: How Munch Scaled DAC7/MRDP Reporting Across Europe With Taxbit"): a food-waste marketplace that moved "manual, multi-country filings" to "a seamless, automated reporting engine", "doubling its market coverage year-over-year", now "live in four countries".Source
• Your websitePartnerships page: featured "Airwallex x Taxbit" ("Airwallex moves money to 200+ countries. Taxbit reports the tax across 70+ jurisdictions"); three partner types: payments and money movement, exchanges and custodians, and the Global Advisor Network of local counsel. Webinars include a KPMG session on 1099/1042 and a CARF Masterclass with Andersen.Source
• HiringEnterprise Account Executives in New York and Singapore (Singapore posted October 15, 2026, requiring "professional proficiency in both English and Mandarin"): new-logo acquisition "across leading crypto, fintech and marketplace firms globally", "$100K+ ACV enterprise deals", pipeline from "strategic outbound prospecting, partner collaboration, and marketing-driven opportunities", expertise in "1099 reporting, DAC8, CARF, and other emerging regulations".Source

Build a short checker: product types, licences, countries, customer residence. It returns which regimes may apply and why, with a clear "this is not legal advice" note, and routes "likely in scope" answers to a BDR with the answers attached.

The firms that do not yet know they are affected are the least contested pipeline, and a checker finds them.

• Seen as legal advice

  State limits clearly and recommend counsel.

• Your websiteBlog, August 7, 2026, "Taxbit is now in Asia Pacific": APAC operations "anchored in Singapore"; CRS 2.0 now treats e-money issuers as depository institutions, so "Many of these firms have had little to no related information reporting obligation until now. Some may not realize they are in scope, too."; a Tax Academy session with the Inland Revenue Authority of Singapore, TOKEN2049 Singapore and Abu Dhabi Finance Week.Source
• Your websiteFree tools: a CARF Impact Assessment ("Score your CARF and CRS readiness") and a 1042-S Readiness Lab ("Five questions. One minute. A score and where to start", ten checks, "Both forms are due March 15").Source
• HiringBusiness Development Representative and Manager, Business Development Team (New York, posted September and October 2026): research target accounts for "relevant triggers (e.g., new products, geographies, or regulatory changes)", "multi-threaded outreach" across tax, finance and product, "Qualify and convert inbound leads", follow up on "campaigns, events, and partner-driven leads"; the manager builds "repeatable prospecting systems and workflows in HubSpot and Unify" and uses AI for "account research, personalization, sequencing, and reporting".Source

Write a standard plan per integration path with weeks, customer tasks and filing-readiness checks. Share it in late-stage deals, track each project against it, and publish the median time to first filing.

Clear timelines reduce perceived risk in the sale and make go-lives smoother, which lifts renewals.

• Complex customers miss the plan

  Show ranges and what drives them.

• HiringImplementation Manager, Singapore (posted October 2026, English and Mandarin): leads implementations "from kickoff through successful handoff", sequencing "CSV, API, SDK, data migration, validation, and filing-readiness activities", and is asked to improve "predictability and time-to-value". SME Tax Managers in Madrid and Singapore act as the "technical brain" for go-to-market and "Partner with Marketing to produce white papers, webinars, and thought-leadership content regarding regulatory shifts (e.g., CARF, 1099-DA, or changes to DAC7)".Source
• HiringEngineering hiring for the product side of growth: Agentic AI Engineers (Seattle, Salt Lake City) to build "customer-facing agentic AI products" that meet "accuracy and regulatory standards"; a Forward Deployed Engineer (Madrid) who will "Develop, own, and maintain our suite of high-quality demos and technical documentation" and own "the integration experience from start to finish".Source
• Competitor researchRivals' own homepages: Sovos, "scalable global tax compliance software, ensuring accurate reporting and reducing regulatory risk for businesses worldwide"; Lukka, "reconciled digital asset data and audit-ready pricing" for institutions. Big Four advisory teams and in-house builds are the other alternatives buyers weigh.See the research Source

Offer a sandbox with synthetic data: ingest transactions, see eligibility decisions and a draft report, and call the APIs. Give access after the first call, track usage, and alert the AE when an engineer is active.

Engineering buy-in is a common blocker in compliance deals, and hands-on proof earns it faster.

• Sandbox misread as production results

  Label clearly as sample data.

• HiringEngineering hiring for the product side of growth: Agentic AI Engineers (Seattle, Salt Lake City) to build "customer-facing agentic AI products" that meet "accuracy and regulatory standards"; a Forward Deployed Engineer (Madrid) who will "Develop, own, and maintain our suite of high-quality demos and technical documentation" and own "the integration experience from start to finish".Source
• Your websiteHomepage: "70+ reporting jurisdictions", "3B transactions processed, tax year 2025", "50M+ accounts", "500+ companies served", "Delivered the industry's first 1099-DA filing season with zero misses"; five verticals (Digital Asset Providers, Fintech, Payments, Marketplaces, Traditional Finance); one customer quote (PayPal); upcoming events MERGE Madrid, AIBC World in Rome and Bluechip in Vienna.Source
• Your websiteTaxbit AI page: "AI you can put in front of a regulator"; "Every action the AI proposes is reviewed by a person before it runs"; modules include Onboard Assist, a Custom Report Builder that shows the SQL it wrote, and "Agentic Tax Support" that "Finds missing tax documentation and resolves it"; "Taxbit does not train AI models on your data".Source

For each event: a target list three weeks out, meetings booked before arrival, an SME talk or roundtable, and a follow-up sequence within 48 hours referencing the session. Score each event on pipeline per dollar.

Event spend pays back when meetings are set beforehand, and scoring shows which events to keep.

• Badge scans with no intent

  Prioritize pre-booked meetings.

• Your websiteHomepage: "70+ reporting jurisdictions", "3B transactions processed, tax year 2025", "50M+ accounts", "500+ companies served", "Delivered the industry's first 1099-DA filing season with zero misses"; five verticals (Digital Asset Providers, Fintech, Payments, Marketplaces, Traditional Finance); one customer quote (PayPal); upcoming events MERGE Madrid, AIBC World in Rome and Bluechip in Vienna.Source
• Your websiteBlog, August 7, 2026, "Taxbit is now in Asia Pacific": APAC operations "anchored in Singapore"; CRS 2.0 now treats e-money issuers as depository institutions, so "Many of these firms have had little to no related information reporting obligation until now. Some may not realize they are in scope, too."; a Tax Academy session with the Inland Revenue Authority of Singapore, TOKEN2049 Singapore and Abu Dhabi Finance Week.Source
• HiringBusiness Development Representative and Manager, Business Development Team (New York, posted September and October 2026): research target accounts for "relevant triggers (e.g., new products, geographies, or regulatory changes)", "multi-threaded outreach" across tax, finance and product, "Qualify and convert inbound leads", follow up on "campaigns, events, and partner-driven leads"; the manager builds "repeatable prospecting systems and workflows in HubSpot and Unify" and uses AI for "account research, personalization, sequencing, and reporting".Source

Publish an aggregated, anonymized report: documentation completion at onboarding, TIN match rates, B-notice volumes and correction rates by firm type, plus lessons for CARF. Launch it with an SME webinar and adviser partners.

Original data earns press, citations and meetings with every compliance team that wants to compare itself.

• Customer data concerns

  Aggregate, suppress small groups and check contracts.

• Your websiteHomepage: "70+ reporting jurisdictions", "3B transactions processed, tax year 2025", "50M+ accounts", "500+ companies served", "Delivered the industry's first 1099-DA filing season with zero misses"; five verticals (Digital Asset Providers, Fintech, Payments, Marketplaces, Traditional Finance); one customer quote (PayPal); upcoming events MERGE Madrid, AIBC World in Rome and Bluechip in Vienna.Source
• Your websiteBook a demo page: "PayPal scaled crypto reporting across three countries, on 2B+ API calls at 99.9% reliability" and "Zero misses in the first 1099-DA season"; PayPal is the only named customer on the page.Source
• HiringImplementation Manager, Singapore (posted October 2026, English and Mandarin): leads implementations "from kickoff through successful handoff", sequencing "CSV, API, SDK, data migration, validation, and filing-readiness activities", and is asked to improve "predictability and time-to-value". SME Tax Managers in Madrid and Singapore act as the "technical brain" for go-to-market and "Partner with Marketing to produce white papers, webinars, and thought-leadership content regarding regulatory shifts (e.g., CARF, 1099-DA, or changes to DAC7)".Source

Instrument each AI module: missing documents recovered, time to resolve, reviewer approval rate. Show customers their own monthly numbers and publish aggregated results with customer consent.

Measured outcomes make AI a reason to buy in a market wary of AI errors.

• Metrics look weak early

  Publish only after a full quarter of data.

• Your websiteTaxbit AI page: "AI you can put in front of a regulator"; "Every action the AI proposes is reviewed by a person before it runs"; modules include Onboard Assist, a Custom Report Builder that shows the SQL it wrote, and "Agentic Tax Support" that "Finds missing tax documentation and resolves it"; "Taxbit does not train AI models on your data".Source
• HiringEngineering hiring for the product side of growth: Agentic AI Engineers (Seattle, Salt Lake City) to build "customer-facing agentic AI products" that meet "accuracy and regulatory standards"; a Forward Deployed Engineer (Madrid) who will "Develop, own, and maintain our suite of high-quality demos and technical documentation" and own "the integration experience from start to finish".Source
• HiringGlobal Customer Marketing Manager, San Francisco (posted September 2026): "build and scale our customer marketing function globally"; own "customer storytelling, advocacy, and reference programs"; "Create compelling, sales-ready customer content tailored to key verticals (crypto, fintech, marketplaces, traditional financial institutions)"; support "customer-led events, panels, webinars, and roundtables"; partner with Growth Marketing; measure effect on "pipeline growth, deal velocity, and expansion".Source

Build a dedicated motion: a named AE, a bank-ready security and controls pack from the trust centre, two stories, an adviser-led briefing for bank tax teams and a pilot offer scoped to one product line.

Banks entering digital assets need a proven reporting layer, and one win opens peers.

• Long sales cycles

  Pilot scope and adviser support.

• Your websiteCustomer proof on the solution pages: Fintech and Payments both quote PayPal, Digital Asset Providers quotes Zero Hash, and the Marketplaces and Traditional Finance pages carry no customer quote or story.Source
• Your websiteThe Customers page (/case-studies, checked October 22, 2026) lists four stories: Ripio (July 7, 2025), Zero Hash (September 12, 2024), PayPal (September 11, 2024) and Uphold (September 2, 2024), all digital-asset businesses. Two more published stories, Munch (a marketplace) and NYDIG, are in the sitemap but not on the listing.Source
• Your websiteBlog, August 7, 2026, "Taxbit is now in Asia Pacific": APAC operations "anchored in Singapore"; CRS 2.0 now treats e-money issuers as depository institutions, so "Many of these firms have had little to no related information reporting obligation until now. Some may not realize they are in scope, too."; a Tax Academy session with the Inland Revenue Authority of Singapore, TOKEN2049 Singapore and Abu Dhabi Finance Week.Source
• HiringTaxbit's description in every job post: "Founded by CPAs, tax attorneys, and engineers", "automating global tax reporting for the digital economy", trusted by "fintechs, marketplaces, digital asset players, Big 4 accounting firms, traditional enterprises, and government agencies", with offices in San Francisco, New York, Seattle, Salt Lake City, London, Madrid and Singapore.Source

Publish a calendar feed by regime and country that teams can add to Outlook or Google Calendar, each entry linking to the country page and the readiness tools. Email a monthly "next 90 days" summary.

A useful utility keeps Taxbit in the buyer's calendar all year, not only at filing season.

• Wrong dates

  Monthly review with official links.

• Your websiteCARF country pages (e.g. Germany): first reportable year, filing deadline (31 July 2027), self-certification dates and penalties ("Intentional violation - 50,000 EUR"), "Last updated April 2026" (Finland: February 2026), and one generic call to action: providers "are invited to get in touch with Taxbit".Source
• Your websiteFree tools: a CARF Impact Assessment ("Score your CARF and CRS readiness") and a 1042-S Readiness Lab ("Five questions. One minute. A score and where to start", ten checks, "Both forms are due March 15").Source
• Your websiteHomepage: "70+ reporting jurisdictions", "3B transactions processed, tax year 2025", "50M+ accounts", "500+ companies served", "Delivered the industry's first 1099-DA filing season with zero misses"; five verticals (Digital Asset Providers, Fintech, Payments, Marketplaces, Traditional Finance); one customer quote (PayPal); upcoming events MERGE Madrid, AIBC World in Rome and Bluechip in Vienna.Source

Offer a short remediation review for firms with B-notice volume: how they handle resolicitation and corrections today, and what automation would change. Use it to enter accounts that use another vendor.

A small, urgent problem is an easier first purchase than a full platform switch.

• Stays a point solution

  Plan the path to reporting in each review.

• Your websiteHomepage: "70+ reporting jurisdictions", "3B transactions processed, tax year 2025", "50M+ accounts", "500+ companies served", "Delivered the industry's first 1099-DA filing season with zero misses"; five verticals (Digital Asset Providers, Fintech, Payments, Marketplaces, Traditional Finance); one customer quote (PayPal); upcoming events MERGE Madrid, AIBC World in Rome and Bluechip in Vienna.Source
• HiringBusiness Development Representative and Manager, Business Development Team (New York, posted September and October 2026): research target accounts for "relevant triggers (e.g., new products, geographies, or regulatory changes)", "multi-threaded outreach" across tax, finance and product, "Qualify and convert inbound leads", follow up on "campaigns, events, and partner-driven leads"; the manager builds "repeatable prospecting systems and workflows in HubSpot and Unify" and uses AI for "account research, personalization, sequencing, and reporting".Source
• Competitor researchRivals' own homepages: Sovos, "scalable global tax compliance software, ensuring accurate reporting and reducing regulatory risk for businesses worldwide"; Lukka, "reconciled digital asset data and audit-ready pricing" for institutions. Big Four advisory teams and in-house builds are the other alternatives buyers weigh.See the research Source

List every third-party tag in Google Tag Manager and HubSpot with an owner, remove duplicates and unused tools, and load the rest after interaction on the tool and demo pages.

Fewer scripts keep the pages that convert fast as the site grows.

• Breaking attribution

  Test in a staging container first.

• PageSpeedChrome UX Report for taxbit.com (real visitors, 75th percentile): LCP 1.7 s, INP 103 ms, CLS 0.02, so the site passes Core Web Vitals. The mobile lab test scores 79 for performance: 1.6 MB over 123 requests, of which about 1,075 KB comes from 13 third-party hosts, and 6.9 s of main-thread work.Source