Case Study: Bartlett Bearing Company achieves streamlined sales tax compliance with Avalara

Bartlett Bearing Company Reduces Friction in Sales Tax Compliance

Bartlett Bearing Company is a family‑owned distributor of bearings and power‑transmission components with six U.S. locations. Rapid growth and constantly changing sales‑tax rules created a mountain of manual work—especially managing tax‑exempt certificates—and the company needed a cloud solution that would integrate with its Iptor DCI ERP and support business continuity across locations.

Bartlett implemented Avalara AvaTax, CertCapture, and Returns, integrated with Iptor by The Mesa Group; the project included data cleanup and certificate validation. The result: automated tax calculations and filings, centralized certificate management with expiry alerts, easier remote compliance and training via Avalara University, reduced audit risk, and greater confidence to scale the business.

Bartlett Bearing Company

Sarah Musser

Operations Manager