Quaderno is a comprehensive, cloud-based financial management tool designed to simplify and automate the handling of taxes, invoices, and compliance for businesses operating both locally and internationally.
What Quaderno Does
Quaderno automates the complex processes involved in managing sales tax, VAT, GST, and other tax obligations. It ensures businesses remain compliant with varying tax laws across different jurisdictions, reducing the administrative burden associated with tax compliance and invoicing.
Key Features and Functionality
Automated Tax Calculations
Quaderno automatically calculates the correct sales tax, VAT, and GST for transactions based on the customer’s location and the product or service being sold. This feature ensures adherence to regional tax regulations and minimizes the risk of errors.
Invoicing and Receipts
The platform generates professional, tax-compliant invoices and receipts automatically. These documents are customized to the business’s brand and localized to the customer, ensuring all transactions are properly documented.
Global Tax Compliance
Quaderno supports multiple countries and tax jurisdictions, making it easier for businesses to handle international transactions and comply with various tax regulations worldwide. It provides real-time tax reporting and dashboards that give a clear overview of tax liabilities and sales performance.
Integrations and API Access
Quaderno integrates seamlessly with popular e-commerce platforms such as Shopify, WooCommerce, and Magento, as well as other business tools and systems through its API. This allows for the synchronization of sales data and automated tax calculations across multiple platforms.
Multichannel Tax Reports
The platform provides instant, easy-to-read tax reports that help businesses quickly fill out tax returns or share data with their tax advisors. It also offers nexus and threshold alerts, notifying businesses when they need to register in a new location for tax purposes.
Unlimited Users and Integrations
Quaderno plans include unlimited users, products, contacts, and integrations, allowing businesses to add as many team members and connect as many sales platforms and payment processors as needed.
Quaderno Checkout
The platform offers a high-converting checkout flow that can be embedded in a website or app, ensuring accurate tax calculations at checkout based on local laws.
Customer Portal
Quaderno provides a customer portal where customers can view, download, and manage their invoices and receipts. It also includes self-service features for customers to manage their payment data, transaction history, and account details.
Recurring Billing and Subscription Management
The software supports recurring billing for subscription-based services, including automated invoice generation and payment collection. It also handles automated renewals and updates to subscription plans with minimal manual intervention.
Tax Exemption Handling
Quaderno allows businesses to easily apply tax exemptions for eligible transactions and customers, including handling exemption certificates and documentation.
Data Security and Compliance
The platform ensures secure data storage with encryption and robust access controls, adhering to international data protection and privacy regulations such as GDPR.
Customizable Templates
Businesses can customize invoice and receipt templates to include specific branding, payment terms, and tax details relevant to their operations.
Quaderno Connect
For platforms and marketplaces, Quaderno Connect offers a tax automation solution using API tools. It automates tax compliance for sellers, including calculations, invoices, and reporting, and is available with the Business plan or higher.
In summary, Quaderno is a powerful tool that streamlines tax compliance, invoicing, and financial management for businesses, especially those operating internationally, by automating key processes and providing comprehensive reporting and integration capabilities.
