Case Study: SurveyMonkey achieves streamlined global VAT/GST compliance with Taxamo by Vertex Inc.

How Taxamo by Vertex helped SurveyMonkey to manage its international tax compliance

SurveyMonkey, a global SaaS provider of survey and feedback tools used by millions and over 713,000 paying customers, faced growing complexity managing VAT/GST for B2C and B2B sales across 190 territories. As tax rules changed (driven by G20/OECD BEPS) and sales expanded, their in‑house process for validating VAT numbers, tracking thresholds and preparing filings became time-consuming, so they chose Taxamo by Vertex — a SaaS tax compliance solution — to help automate and scale compliance.

Taxamo by Vertex implemented real‑time customer location determination, applied VAT/GST rules per transaction, provided compliant invoicing and transaction‑level reporting, monitored sales against country tax thresholds with alerts, and applied correct foreign‑exchange rates for reporting. Today Taxamo by Vertex handles all non‑US VAT/GST compliance for SurveyMonkey, significantly reducing internal indirect tax costs and enabling faster onboarding of new jurisdictions to support SurveyMonkey’s global growth.

SurveyMonkey

David Burke

Director of Accounting & Finance