Sovos.com
Contact SupportOnboarding overview
How Sovos Intelligence is set up for your organization during implementation.
Sovos team configures your connectors and any upload templates during implementation, so your tax data is available the first time you log in. You don't set connectors up yourself.
Typical sequence
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Sovos provisions the connectors for your Sovos products.
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Data syncs begin, bringing validated, regulatory-grade data into the platform.
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If you upload your own data, you agree on a CSV template with Sovos, and Sovos provisions it.
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An Organization Admin invites users
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An Organization Admin assigns each user a company scope that determines which data they can see.
What your organization provides
- Source data access
- Access to the Sovos products that supply your data.
- Upload template
- If you plan to upload external data, you'll need the upload template your Sovos team configures during implementation.
- User list and company scope
- The list of users to invite and the company or companies each should be scoped to.
Confirming readiness
You can confirm your workspace is ready in two ways:
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A connector shows Data sync completed on its detail page. See Connectors page.
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Data appears in All Data. See Data page.
For detailed customer responsibilities and prerequisites, contact your implementation team.