Sales tax, native to Salesforce
We build Avalara AvaTax integrations that live inside Salesforce - calculating rates, checking exemptions, and logging audits without ever leaving your CRM. Compliance by default.
Two halves of the same problem
Avalara is the most widely used tax compliance platform in the world. We're the team that knows how to wire it perfectly into a Salesforce-native workflow. Both halves matter.
We make it feel like part of Salesforce
The default Avalara-for-Salesforce connector is fine. The integration we build is what your finance team actually wants - rates that appear automatically on every quote and order, exemptions handled inline, and clean transaction records that make filing effortless.
- Certified Salesforce-native implementation
- 14 years of Salesforce engineering, 35+ Avalara integrations
- Flow-first design so admins can extend without us
- Code-reviewed against Salesforce governor limits & security best practices
The compliance engine trusted across 190+ countries
Avalara AvaTax maintains tax rules and rates for thousands of jurisdictions so you don't have to. It validates addresses, applies sourcing rules, checks product taxability, and returns an accurate rate in a fraction of a second - billions of times a year.
- Real-time sales & use tax, VAT, GST and excise calculation
- Rooftop-accurate address validation & jurisdiction sourcing
- Exemption certificate management and product taxability codes
- Returns preparation, filing and nexus tracking built in
Six capabilities, shipped on every project
These are the building blocks. Every Avalara engagement starts from this base - we tailor scope to your products, jurisdictions, and approval flows.
Real-time tax on records
Rates calculate automatically on Opportunities, Quotes, Orders and Invoices - the moment line items or ship-to addresses change. No manual lookups, no stale tax tables.
Address validation
Every customer address is verified and resolved to rooftop level, so tax sources to the correct state, county, city and special district - even when one ZIP spans several jurisdictions.
Exemption certificates
Capture, store and apply exemption certificates inline. Tax-exempt customers are recognised automatically and the certificate is linked to every transaction for audit.
Flow-triggered commit
Quote goes to Closed Won? Auto-commit the transaction to AvaTax for filing. Order cancelled? Auto-void it. Flow-driven so your admins own the logic.
Audit-ready records
Every calculation is written back as a transaction record - rate, jurisdictions, exemption status and timestamp. Month-end filing and audit reviews become a 5-minute report build.
Nexus & returns ready
Transactions land in AvaTax clean and consistent, so returns prep and nexus monitoring run themselves. When you cross a threshold in a new state, you'll know before the auditor does.
Three workflows we ship most often
The patterns below cover ~80% of Avalara-on-Salesforce engagements. Your variant will look something like one of these. Hover the cards to flip them.
Quote-to-cash on auto-pilot
A rep builds a quote. As line items and the ship-to address go in, AvaTax returns the exact rate - state, county, city and district - and drops it onto the quote in real time. When the deal closes, the transaction commits to Avalara automatically, ready for filing. No spreadsheets, no guesswork.
Exemptions handled without the chase
A reseller or non-profit places an order. Instead of someone hunting through email for a certificate, AvaTax recognises the exempt customer, applies the right entity-use code, and links the stored certificate to the transaction. If a certificate is missing or expiring, the system flags it before tax is ever miscalculated.
Month-end filing as a non-event
Filing season usually means exporting transactions, reconciling them by hand, and hoping nothing's missing. We replace that with clean transaction records committed to AvaTax all month long - so returns are prepared and remitted from data that's already reconciled. Finance reviews a dashboard instead of rebuilding a spreadsheet.
From scope to live tax calc
Most engagements land in 2-4 weeks. Here's how we get there.
Discovery
We map your products, jurisdictions, exemption scenarios and which objects need tax. Output: a one-page implementation plan.
2-3 daysMap & Configure
Salesforce fields are mapped to AvaTax, product taxability codes assigned, and exemption logic configured. Reviewed by your finance team.
1 weekBuild & Wire
Calculation triggers, commit/void Flows, write-back records and audit objects - built and tested in sandbox against your real data.
1-2 weeksGo Live
Production push, end-user training, monitored hyper-care for the first week. Then quarterly evolution.
3-5 daysBefore you book the call
The five questions we get most often. If yours isn't here, it'll be the first thing we cover on the discovery call.
30 minutes. One workflow. A quote you can actually compare.
Book a discovery call. We'll walk through your tax requirements, sketch the integration, and send you a fixed-fee quote within 48 hours.