← Taxbit
Taxbit role-play cheat sheet
For the mock cold call at the end of most SDR interviews.
What they sell, in one line
Tax reporting software that helps brokers and fintechs collect tax forms and file reports like 1099 and CARF.
Who you'd be calling
Heads of tax, compliance, finance and product at brokers, crypto exchanges, fintechs, payments platforms and marketplaces.
Your opener
“Hi [Name], this is [You] from [Company]. I know I'm calling out of the blue. Do you have 30 seconds to hear why I called? We help platforms like yours handle tax reporting like 1099 and the new international rules, and I wanted to see who handles that on your team.”
Problems you solve for them
- New tax reporting rules (1099, CARF, DAC8, DAC7) keep arriving in many countries
- Collecting and verifying customer tax info is slow and error-prone
- Building and maintaining reporting in-house is expensive and risky
- Missed filings or bad data can mean penalties
Discovery questions to ask
- How do you collect and verify customer tax information today?
- Which reporting rules are you most worried about over the next year or two?
- Is tax reporting handled in-house, by a vendor, or a mix?
Objections they'll throw at you
“I'm busy right now.”
→ Totally fair, I'll be quick. Could I grab 2 minutes now, or would a better time be later this week?
“We're not interested.”
→ Understood. Most teams I call aren't thinking about it until a new reporting deadline gets close. Is reporting already fully covered, or is it just not a priority right now?
“We already have a tax vendor or do it in-house.”
→ That's good to hear. Many teams tell us the new international rules are what's stretching their setup. How are you planning to cover those?
“Just send me an email.”
→ Happy to. So I send you something useful, which reporting rules matter most to you? And could we set a 15-minute call to go over it after you read it?
Competitors worth knowing
Lukka, Sovos
Interview tips for this company
- Learn the basics: 1099 is the US tax form for reporting income, and CARF and DAC8 are newer international reporting rules. You don't need depth, just know why they matter.
- Practice saying 'tax reporting rules' in plain words. Expect the buyer to be compliance or tax, so keep your tone calm and careful, not salesy.
Written from public information about Taxbit to help you practice. Ask an insider what their role play looked like; it's the best prep there is.