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TAX2CRM by Webfortis

Avalara and Webfortis: Bringing sales tax automation to the CRM system

Platform: Microsoft

Webfortis, a Microsoft Gold Customer Relationship Management Competency Partner, develops and deploys Microsoft Dynamics CRM solutions for companies of all sizes. Webfortis is a nationally recognized thought leader in system integration and an expert in deploying software applications across the Microsoft product line.

Yet for many companies, calculating sales tax remains a manual and error-prone process, and one that increases the risk of sales tax audits, penalties, and fines.

Furthermore, tracking rates, rules, and boundaries and varying rules about product and service taxability is nearly impossible if done manually. Going to individual state departments of revenue is time-consuming and resource intensive.

TAX2CRM developed in partnership with Avalara, works within the CRM to automatically calculate taxes in real time, dramatically reducing the amount of time the business needs to spend on complex compliance processing, while improving accuracy and reducing costs.

In partnership with Avalara, Webfortis developed TAX2CRM in order to power CRM tools with an automated sales tax solution. To find out more about TAX2CRM contact us today about scheduling a live demonstration.

TAX2CRM by Webfortis Integration by: Webfortis

Webfortis is the leader in developing and deploying Microsoft Dynamics CRM solutions. Having authored multiple top-selling books on Microsoft Dynamics CRM, Webfortis has established itself as a thought leader in system integration and an expert in deploying software applications across the entire Microsoft product line.


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