
TaxEx brings 12 years of proven payroll tax infrastructure to independent service bureaus and HCM resellers — a platform built to scale alongside your business, not hold it back.
1.1M+
tax filings processed
$83B+
in taxes processed
3.5M+
employees serviced
1,400+
customers serviced
Payroll tax platforms shouldn’t create friction, but many still do.
For years, independent payroll service bureaus have made do with platforms that require vendor intervention for routine tasks, unpredictable invoices, and are owned by companies with competing interests. Until now, there just wasn’t a better option.
TaxEx has been the payroll tax engine behind OSV’s tax services for over a decade. Now it’s available as a standalone platform — ideal for service bureaus and HCM resellers who are ready for something better.

What you can expect with TaxEx
Grow your business without adding staff
TaxEx automates the manual, time-consuming tax work that bogs down your team so you can take on more clients without burning people out. Less time on tax admin means more time on the work that actually moves the needle for your business.
A partner who’s in your corner
We don’t sell HCM. We don’t compete with your business or your clients. When you succeed, we succeed. And that’s the only model we’re interested in.
Transparency you can build a business on
No surprise invoices at the end of the month. No unexpected fees. TaxEx is built around transparency, so you can price your services confidently and protect your margins.

Why TaxEx
➜ We're your growth partner
TaxEx is 100% independent and HCM-agnostic. We partner with resellers without ever competing against them. Your wins are our wins.
➜ Proven for over a decade — now available to you
TaxEx has been the engine powering OSV's payroll tax services for 12+ years, serving our customers at scale. It’s a battle-tested platform now available as a standalone solution for service bureaus and HCM resellers.
➜ Self-service that actually gives you control
Your team handles routine tasks, like adding a new tax code, directly in TaxEx, without waiting on a vendor. No queue or delay. Just control.
➜ Banking infrastructure included
OSV’s National Trust Bank (NTB) is built into the platform, eliminating the need to navigate costly Money Transmitter License (MTL) requirements or absorb unexpected charges for fund movement — a hidden cost that catches most bureaus and HCM resellers off guard.

How TaxEx Works
1. Onboard with confidence
OSV's team guides you through implementation, data migration, and setup from day one. Switching platforms is a big move. We make it manageable.
2. Integrate with your HCM stack
TaxEx connects with UKG and other major HCM platforms out of the box. Integrations are non-eventful by design — because that's how it should be.
3. Manage everything from one place
Your tax admins handle scheduling, compliance alerts, tax code updates, and filings directly in the platform, without waiting on a vendor or juggling multiple systems.
4. Stay ahead of compliance
Smart workflows automatically account for jurisdictional requirements, so your team spends less time on reactive firefighting and more time on what matters. Automated scheduling, proactive compliance alerts, and our deep expertise backs every step across 12,000+ jurisdictions.
5. Grow and retain your client base
With more capacity and faster turnaround times, your team can take on more clients without sacrificing the personalized service, response times, and NPS your existing clients depend on. TaxEx gives you the infrastructure to grow while continuing to deliver at the level your clients expect.

Hear from our customers
“I mean, tax is huge. If I had to deal with taxes on my own and garnishment, my team would have to triple. That alone is just huge.”
Jen Orlandi, Senior Payroll Manager, Aptive Environmental
“The colleagues I work with at OSV for tax services are educated and knowledgeable. They know what’s happening... even sometimes before Workday releases the information. So it’s amazing to have that reassurance that your business is always in compliance, especially with taxes.”
Nicole Lynch, Global Payroll Manager, Wayfair
“I’ve been in the industry for a long time, and there are not a lot of good tax people. So, getting that knowledge base from OneSource Virtual, that’s their niche, their specialty right there, is wonderful. Takes a lot of pressure off the company and a lot of pressure off me.”
Linda Lemmond, Director of Global Payroll Services, Imagine Communications
Common questions
What kind of support is included?
OSV provides dedicated onboarding support, data migration assistance, and ongoing customer service. You're not only receiving software, but also a team with over a decade of experience managing payroll tax operations at this scale. Response times are fast, and self-service features mean most day-to-day tasks won’t require a support ticket at all.
Can this work for a small service bureau/solo operator?
Yes. TaxEx is designed to scale from a founder-led shop to larger resellers and service bureaus. No matter your size, self-service and automation help your team scale without adding more resources or compromising service quality.
You're new to this market — how do we know TaxEx is ready?
TaxEx isn’t new. It’s the platform that has powered OSV's payroll tax services for over 12 years, serving our customers at scale. It’s proven, compliant, and already integrated with leading HCM platforms. The only thing that’s new is that it’s now available to you as a standalone solution.
The payroll tax platform your business deserves.
Independent service bureaus and HCM resellers deserve infrastructure that’s built for their business — modern, transparent, and backed by a partner with no competing agenda. TaxEx gives you the payroll tax compliance platform to grow on your own terms.


