Case Study: Ignite Spot Accounting achieves deeper client trust and efficiency with Avalara Managed Returns for Accountants

Ignite Spot Accounting forms deeper connection with clients

Ignite Spot Accounting wanted to strengthen client relationships while improving sales tax compliance and workflow efficiency for dozens of clients. The firm needed a better way to manage filings, reviews, and prior returns while giving clients more confidence and peace of mind in their sales tax processes.

Avalara’s Managed Returns for Accountants helped Ignite Spot automate sales tax filings and related workflows, enabling one staff member to manage sales tax for dozens of clients and review past manual filings. The results included expanded proactive sales tax services to more than 60 clients, stronger advisory opportunities, and a discovered $25,000 California tax issue for one client, while making the firm’s services more valuable and “sticky.”

Ignite Spot Accounting

Dan Luthi

Chief Operating Officer