Manage automated filing for all your clients, from one convenient and easy-to-use dashboard.

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Overview

TrustFile for Accountants makes it easy for your public accounting or bookkeeping firm to file sales tax for your clients. The cloud-based platform automates the entire process, freeing up time for you to grow your practice. Bring on more clients and create recurring revenue so you can run your Returns Filing service efficiently and profitably.

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Efficient

Manage all client returns from one centralized place, and from any screen.

Simple

Easy access to your dashboard, reporting, and signature-ready returns.

Fast

Be the one-stop provider whether your firm has two clients or two hundred.

Integrated

Seamlessly compatible with any ecommerce and accounting platform.

Why automate

with Avalara TrustFile for Accountants?

  • Manage multiple logins for client accounting systems and multiple logins for state DOR sites
  • Use complicated spreadsheets to estimate liability by jurisdictions
  • Manually prepare returns to file on behalf of clients
  • Submit filings on multitudes of state DOR websites
  • Manage all your clients from a single dashboard and with one login.
  • Access state sales tax reports by jurisdiction that are always up-to-date.
  • Automatically prepare sales tax returns to file on behalf of clients.
  • Straightforward filing, every single time. Leave navigating the DOR submission sites up to us.

Why automate

with Avalara TrustFile for Accountants?

The old way

  • Manage multiple logins for client accounting systems and multiple logins for state DOR sites
  • Use complicated spreadsheets to estimate liability by jurisdictions
  • Manually prepare sales tax returns to file on behalf of clients
  • Submit filings on multitudes of state DOR websites

The new way

  • Manage entire client portfolio from one command center with a single login
  • View state sales tax reports by jurisdiction, on demand
  • Automatically prepare sales tax returns to file on behalf of clients
  • File the same way every single time. TrustFile for Accountants navigates the DOR submission sites for you.

Prepare and file sales tax returns for your clients faster than ever before.

Client Management

Easily manage sales tax filing for all clients from one simple dashboard

Avalara TrustFile prepares the signature-ready returns and filings to each state. It’s all efficient, simple and fast. Your firm communicates with and bills your clients. We maneuver the burdensome backend processes. .

Import

Import transaction data from any source.

Regardless which ecommerce or accounting platform your clients use, TrustFile for Accountants takes the data import. Amazon, Shopify, Weebly, WooCommerce, Xero and hundreds more. Don’t see your client’s platform? No worries. Data from any platform can be imported in CSV form.

Process

Prepare your clients’ sales tax returns for filing in just minutes.

Avalara TrustFile will break down the sales tax collected by state and local tax jurisdiction, saving you time and energy.

Review

See every state where your clients collected sales tax.

Efficiently review your clients’ Returns prior to submittal with TrustFile’s automated state sales tax reports. Generate and review Ready-to-File forms with the click of a button.

File

File sales tax returns with confidence and speed.

Take the guesswork out of filing sales tax. Use the TrustFile sales tax report to complete returns via one of three methods: print a Ready-to-File form, manually prepare, or eFile. And for states that require manual filing, TrustFile provides state-specific instructions.