B2B Software Compliance & Tax

Compliance and tax considerations for B2B software companies. Essential requirements for selling to enterprises and mid-market businesses.

Enterprise Sales Requirements

SOC 2 Type II is Table Stakes

Enterprise buyers require SOC 2 Type II certification. It's often a checkbox in the procurement process - without it, you can't even get in the door.

Security Questionnaires

Expect to fill out lengthy security questionnaires from every enterprise prospect. Tools like Vanta and Drata can auto-fill many of these.

Vendor Risk Assessments

Large companies will conduct vendor risk assessments before signing. Having SOC 2, ISO 27001, or other certifications speeds this process significantly.

Additional Certifications

ISO 27001

Important for international sales, especially to European enterprises. Some companies require both SOC 2 and ISO 27001.

GDPR Compliance

Required if you have EU customers. Must have Data Processing Agreements (DPAs) and handle data subject access requests (DSARs).

Industry-Specific Certifications

Depending on your target market: HIPAA for healthcare, PCI DSS for payments, FedRAMP for government, etc.

Sales Tax for B2B Software

SaaS Taxability Varies by State

Some states tax SaaS, others don't. You need tools that understand these nuances and can handle exemption certificates from business customers.

Exemption Certificates

B2B customers often provide resale certificates or other exemption certificates. You need systems to collect, validate, and store these.

View All SaaS Tools

Explore our curated list of the best tools for B2B software companies.

Best Tools for SaaS