Case Study

Avalara

Avalara

Pages 4 Pages

Business Challenge Business Challenge Avalara helps businesses to better manage tax compliance in an e cient and less stressful way. Their solutions help thousands of customers stay up-to-date with the constantly changing tax rules and rates and maintain compliancy. Behind the scenes, the Avalara Sales and Accounting teams were bogged down by paper-based processes for executing quotes and securing payments. The Avalara team experienced many hurdles involving: Slow Paper-Based Process – It would take days to receive a signed quote and payment from customers. The Sales team would use one of their homegrown templates to add text boxes to the document, and then email it to the customer. Customers would have to print, sign, and scan it back to them. Time-Consuming Administrative Task

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