Case Study: CalPortland achieves precise location-based sales tax accuracy and streamlined billing with Avalara

CalPortland - Customer Case Study

CalPortland, a leading U.S. building materials and construction company, struggled with an antiquated Taxware system that produced sales-tax miscalculations, slowed billing, and increased customer-service workload. The problem was compounded by frequent deliveries to new construction sites that lacked valid street addresses, making accurate tax jurisdiction determination difficult.

CalPortland implemented Avalara (AvaTax and CertCapture), leveraging latitude/longitude geolocation to determine precise tax rates and jurisdictions. The switch improved tax-rate accuracy, sped billing, reduced incorrect invoices, boosted customer satisfaction, and removed the tax-system burden from IT, with short-term implementation effort yielding substantial process improvements.

CalPortland

Mike Bowan

Director, Business Process & Achitecture