Avalara: Sales & Use Tax

Avalara AvaTax

AvaTax is cloud-based software that incorporates the latest sales and use tax calculations at the point of purchase in your shopping cart or invoicing system. AvaTax accounts for state, county, and city tax rates. It also keeps track of relevant laws and regulations as well as jurisdiction boundaries. You can even set up special circumstances like tax holidays and product exemptions.

Benefits

• Remittance Accuracy
  Overpaying and underpaying taxes both carry risks to your business. AvaTax helps reduce both risks as much as possible.
• Geospatial Rate Targeting
  AvaTax can verify purchase addresses and ensure that you have the correct tax rate. AvaTax verifies tax rates down to the street level instead of relying on zipcode rates.
• In-House Tax Calculations
  AvaTax’s automated system allows you to calculate tax in-house without adding employees or over-burden existing finance or IT employees with these calculations.

Avalara Returns

Daunted by your tax returns? Returns prepares and files your sales and use tax returns through seamless, end-to-end service. Returns includes an online filing calendar and filing requirements in each state and county. It can even handle remittance payments to each jurisdiction.

Benefits

• On-Time Filing
  Different states have unique filing deadlines and frequencies. By automating your filing calendar with Returns, you can have confidence that you’re submitting returns to the right places at the right times.
• Capacity for Expansion
  Returns can grow with you: once you verify the information you put into the system, Returns can handle the filing in multiple jurisdictions.
• One Return Payment
  With Returns, you can consolidate every tax payment into a single deposit, which the software will divide and distribute to each jurisdiction.

Avalara CertCapture

CertCapture makes your document management easier. It automatically collects and validates exemption certificates at the time of purchase. It tracks renewals to ensure ongoing compliance. What’s more, you have instant access to a central, secure repository of these documents.

Benefits

• Simple Collection
  You can request certificates via email, scan, or even fax. Customers can submit certificates online, or your employees can take photos of them with their phones.
• Up-to-date Files
  CertCapture can send automated renewal requests for expiring or invalid documents. This minimizes delays for customers and reduces your risk of noncompliance.
• Simple Auditing
  CertCapture’s auditor portal gives auditors access to all the documentation they need without granting them access to your entire system.  
• Accurate Tax Rates and Rules
  CertCapture draws on Alvara’s database of the latest tax rates and taxability rules for each jurisdiction.

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MaxQ: Advanced Revenue Management Suite

Advanced Billing is a complete revenue management system. With its powerful automation capabilities, it can handle even the most complex billing or subscription needs. 

Advanced Payment provides payment automation that supports credit card payments and ACH as well as multiple processors and even currencies. A customer portal allows customers to add or change payment methods as well as pay invoices.

Advanced Analytics enables you to access detailed analytics and data visualizations to help you make informed decisions. It can show you a wide range of data, including average contract values, revenue projections based on retention and growth rates, monthly and annual recurring revenue broken down by category, churn analysis, and lost customer and product analyses.

Benefits

• Real-Time Data
  By collecting real-time data from across your business, the suite gives you visibility into current and projected revenue as well as business forecasts and reports.
• Flexible Billing Schedules
  The suite can handle billing for one-time, recurring, term, and perpetual contracts.
• Easy Renewal Processing
  Automated scheduling and renewal management allows you to maximize contract renewal revenue.
• Capacity for Complex Pricing Models
• The suite can easily manage complex pricing models, including software licenses, maintenance agreements, SaaS, recurring subscriptions, complex discounts, and bundled items.
• Template-Based Entries
  The suite allows you to set up templates for revenue billing rules for different products, subscriptions, or services. These templates can automate revenue generation, recognition, and allocation rules.
• Flexible Contract Modifying
  The suite gives you the ability to pause, modify, resume, rewrite, or cancel billing contracts or revenue recognition schedules already in progress.

MaxQ: AP/LR Laser Checks with Positive Pay

Features

• MICR Fonts
  AP/PR Laser Checks provides the correct font and size to comply with MICR standards.
• Flexible Formatting
  Print AP checks in 6 formats and payroll checks in 2 formats to fit different check stock layouts.
• Signatures
  Adjust settings to require up to three signature lines. Print signatures automatically or manually.
• Integrated Positive Pay
  Automatically send a list of issued checks to the bank for comparison against checks presented for payment.
• Print Copies
  Print duplicate checks in the initial run or later on. Copies include a watermark to keep as records.
• Customizable Valid Messages
  Customize valid messages you would like to appear on the check that states the conditions for the check to be valid.