Case Study: RubinBrown achieves streamlined 1099 compliance with Avalara

Accounting and advisory firm partners with Avalara to provide clients with solutions in wake of rule changes

RubinBrown, a leading U.S. accounting and consulting firm, faced growing 1099 compliance challenges as tax rules changed and many small-business clients still relied on manual processes. The firm needed a better way to help clients manage 1099s and W-9s efficiently across multiple offices, and turned to Avalara’s automated 1099 & W-9 compliance platform.

Avalara implemented a cloud-based, single-platform solution that streamlined vendor data management, document storage, error checking, and automatic e-filing for the IRS and required states. With Avalara, RubinBrown was able to scale service for thousands of clients, improve accuracy and compliance, and better support its “one firm” operating model across seven offices.

RubinBrown

Lynnae Robinson

RubinBrown