Customer Story
Industry Professional, Scientific & Technical Svc
Location —
Employees —
Products Exemption Certificate Management, Avalara AvaTax, Avalara Tax Research
Q
How does ECM Pro help you better manage tax exempt customers?
A
And the ECM Pro really helps me because we work with a lot of nonprofits. A lot of our customers are Cardiology clinics, which are also educational clinic so they are tax exempt and so the ECM Pro really helps me track down request exempt certificates and I don't have to manually call customers or email them and track them down. It will do it really takes the guesswork out of that and getting them uploaded into the system. And also I just learned about a new feature here today where I can Auto Quest. Expired exempt. So I'm going to be using that in the future that I didn't know how to access to you but yeah. Definitely. Keeping us in compliance for audits, keeping us in clients with our sock audits. So yeah it's been very very helpful
And the ECM Pro really helps me because we work with a lot of nonprofits. A lot of our customers are Cardiology clinics, which are also educational clinic so they are tax exempt and so the ECM Pro really helps me track down request exempt certificates and I don't have to manually call customers or email them and track them down. It will do it really takes the guesswork out of that and getting them uploaded into the system. And also I just learned about a new feature here today where I can Auto Quest. Expired exempt. So I'm going to be using that in the future that I didn't know how to access to you but yeah. Definitely. Keeping us in compliance for audits, keeping us in clients with our sock audits. So yeah it's been very very helpful
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