SAGE eases IT burden with Sovos

Case Study

SAGE Publishing

SAGE, a global academic publisher, simplifies sales tax with Sovos.


Business Challenges

  • SAGE was using an antiquated tax calculation system that was keeping the company from meeting its expansion goals
  • Changes in tax laws could take months to implement and bringing on a new tax liability (a new country of taxation) could take up to six months to implement
  • SAGE’s lack of confidence in tax calculations delayed its growth into new markets


SAGE automated its sales tax compliance with Sovos Global Tax Determination (GTD), allowing all global business to be consolidated into a single tax engine. Additionally, SAGE found the following benefits:

  • SAGE’s IT team was relieved of maintaining the tax engine
  • Onboarding new tax jurisdictions have a faster turnaround time
  • An easy-to-use, front-end interface allows SAGE to own configuration changes


  • Tax calculations are more accurate
  • Fewer tax-related support tickets are created for IT
  • Automatic system updates save multiple hours per month, relieving IT from extra hassle
  • Removed the need for internal business teams to query IT for configuration support

“We are on one consolidated tax engine system that accommodates our global business and taxation rules. Going with the SaaS solution has alleviated the onus on internal IT to continually maintain and configure the tax engine.”

Joshua Klein

Senior Developer, SAGE Publishing

The Company

SAGE is a global academic publisher of books, journals, and a growing suite of library products and services. Producing high quality educational resources that support instructors to prepare the citizens, policy makers, educators and researchers of the future. SAGE publishes more than 1,000 journals and 900 new books globally each year, as well as library products and services that include archives, data, case studies and video. Sage is headquartered in Thousand Oaks, California.

The Challenge

Expanding into new markets required SAGE Publishing to implement a tax solution that could keep pace with continuous change. The system needed to be flexible enough to handle multiple markets and product lines without adding complexity to its IT organization. A SaaS system from Sovos offered the required technical capabilities while also creating greater levels of organizational efficiency when it comes to compliance management.

“[Global Tax Determination] was a lot more flexible than our previous solution, which required the IT department to make configuration changes. [Now] we are more readily able to onboard new tax entities.”

Joshua Klein

Senior Developer, SAGE Publishing

Why Sovos?

SAGE Publishing needed a tax system that could perform complex tax calculations in two countries, with tax liabilities in every corner of the globe. By switching to Sovos Global Tax Determination, SAGE was able to focus efforts on expansion, rather than tax compliance. After implementation, SAGE onboarded a new tax entity in a matter of weeks, rather than months.