Modernizing Tax Operations: Avalara AvaTax Integration with Salesforce
Project Overview
A US-based water treatment solutions provider was looking for a smarter way to manage taxation. They’re dedicated to providing clean, great-tasting water and cutting down the use of bottled water. But behind the scenes, old manual tax processes were slowing them down and making things harder than they needed to be.
Challenge
- Manually maintaining tax rates consumed time and led to frequent errors.
- No real-time tax estimates during quotes made sales slower and less reliable.
- Refund tracking was inconsistent, making financial reconciliation difficult.
- Audit readiness was weak due to scattered and incomplete data records.
Our Solution
Cynoteck streamlined tax operations by integrating Avalara AvaTax seamlessly with Salesforce.
Automated real-time tax calculations inside Salesforce eliminated manual entry and errors.
Sales reps gained quote-level tax transparency with accurate live tax estimates.
An Economic Nexus Dashboard tracked thresholds, reducing compliance risks and penalties.
Refunds synced smoothly with Avalara, keeping invoices and credit notes always matched.
Impact/Outcome
Accuracy that builds trust
Real-time syncing reduced errors and improved compliance readiness.
Speed that drives deals
Sales reps quoted faster with confidence using live tax data.
Efficiency that saves costs
Automated workflows cut manual effort and improved productivity.
95% Error Reduction
30% Cost Savings
100% Audit-Ready
