Unified Ohio Sales Tax Workspace for CPAs & Bookkeeping Practices
Stop logging in and out of different Ohio Business Gateway accounts or juggling disconnected spreadsheets. Manage UST-1 filing prep, county rate changes, and STEC exemption certificate vaults for all your Ohio clients in one secure hub.
Free during public beta · Built for Ohio CPAs, Enrolled Agents, and Bookkeepers
All Your Ohio Client Deadlines & Liabilities at a Glance
Track filing status, county allocations, and exemption certificate review dates across your entire client roster.
Buckeye Accounting Partners LLP — Client Portfolio
18 Active Ohio Client Accounts · Monthly Filing Cycle
| Client Business Name | Primary Counties | Oct Sales | Tax Due | Filing Status | STEC Status |
|---|---|---|---|---|---|
| Apex Precision Machining LLC | Cuyahoga (8.00%), Lorain (6.50%) | $142,800 | $11,424.00 | Ready to File | ✓ 24/24 Valid |
| Midwest Commercial HVAC Supply | Franklin (8.00%), Delaware (7.00%) | $88,450 | $7,076.00 | In Prep | ⚠ 2 Expiring |
| Scioto Valley Retail Group | Hamilton (7.80%), Warren (7.25%) | $64,200 | $5,007.60 | Ready to File | ✓ Compliant |
Designed for Ohio Accounting Professionals
Equip your firm with modern compliance automation that scales as your client base expands.
CPA Firms & Managing Partners
Standardize Ohio sales tax compliance across multiple practice offices. Eliminate human error in multi-county allocations and ensure every return qualifies for the 0.75% timely discount.
Independent Bookkeepers
Turn hours of monthly sales tax data cleanup into a 10-minute automated review, giving you more time to take on high-margin advisory clients.
Tax Advisory & Audit Defense CPAs
Representing clients in an Ohio Department of Taxation audit? Export structured statutory defense packets with R.C. 5739.16 look-back reconciliations and complete certificate records.
Full-Featured Client Compliance Suite
Built specifically to eliminate the friction of multi-client Ohio compliance.
Multi-Tenant Client Switcher
Seamlessly toggle between client businesses with zero lag. Each client account maintains its own isolated transactions, certificates, and reports.
Consolidated 23rd Deadline Calendar
A single firm-wide calendar showing which clients have completed their monthly UST-1 preparation and which require urgent staff follow-up.
Bulk CSV Transaction Aggregation
Import raw transaction files from QuickBooks, Xero, or custom client POS databases and automatically generate 88-county Gateway schedules.
Firm-Branded Client Deliverables
Deliver clean, professional reconciliation PDFs with your firm's name and logo, detailing gross sales, exempt deductions, and tax payable.
Audit Defense Export Pack
Generate comprehensive audit defense ZIP packages containing transaction schedules, STEC certificates, and statutory look-back analyses.
County Rate Change Alerts
Automatic firm-wide alerts whenever an Ohio county or transit authority passes a rate change that impacts any of your client locations.
How Ohio Sales Tax Pro Compares for Accounting Firms
Compare our dedicated Ohio practice workspace with manual Gateway logins and expensive enterprise compliance suites.
| Practice Capability | Ohio Sales Tax Pro Ohio Focused | Manual Gateway Logins & Excel | Enterprise Tax Software (Avalara / Vertex) |
|---|---|---|---|
| Software Licensing | Free during public beta | Free (Hundreds of unbillable staff hours) | $10,000 – $30,000+ / year |
| Multi-Client Dashboard | Unified firm login & switcher | Log out / log in per client Gateway | Multi-client supported |
| 88-County Split Calculation | Automated in seconds | Manual Excel pivot tables | Automated |
| 0.75% Timely Vendor Discount | Calculated automatically | Manual calculation | Often complex configuration |
| Audit Defense Package | One-click statutory export | Hours assembling paper records | Custom reporting required |
Enjoy unlimited client accounts, team seats, and UST-1 return schedule generations completely free during our public beta.
Accountant & CPA Workspace FAQs
How many client business accounts can our accounting firm manage?
Our firm dashboard is built for multi-entity management. You can organize and reconcile multiple retail and distribution clients from a single unified login.
Can multiple staff accountants and bookkeepers access the firm workspace?
Yes. The workspace supports role-based team management, allowing managing partners, senior CPAs, and staff bookkeepers to collaborate on client reconciliations with granular permission controls.
How does this replace logging into multiple Ohio Business Gateway accounts?
Instead of repeatedly logging into separate Gateway accounts to compute multi-county breakdowns, our workspace lets you upload each client's sales CSV, auto-allocates all 88 counties and transit authorities, and produces clean Gateway-ready schedules in minutes.
Can we generate firm-branded compliance reports for our clients?
Yes. You can export PDF monthly reconciliation workpapers and quarterly exemption certificate audit summaries featuring your accounting firm's branding, logo, and preparer notes.
How is client financial data isolated and protected?
Tenant data is strictly isolated using database-level Row Level Security (RLS). Each client's records, sales numbers, and exemption certificate documents are cryptographically separated and encrypted at rest.
What is the pricing for accounting and bookkeeping firms?
The accountant multi-client workspace is completely free with no per-client or per-seat fees throughout the Ohio Sales Tax Pro public beta.
Streamline Your Ohio Sales Tax Practice
Join Ohio CPAs and bookkeeping firms saving hours every filing deadline.
Practice Resources & Compliance Guides: Ohio Business Sales Tax Compliance Hub · Ohio Sales Tax Audit Defense Guide · How to File and Pay Ohio Sales Tax Online · Ohio Tax Filing Calendar · Ohio Sales Tax Pro Hub