Avalara
129 Case Studies
A Avalara Case Study
Moroch, a full-service marketing agency in Dallas that supports national brands with franchise and co-op networks, faced a growing sales-and-use tax challenge: invoices often needed to be taxed by the destination jurisdiction, rates and nexus rules changed frequently, and tracking compliance required a full-time tax manager working long hours. That complexity created process inefficiency and compliance risk as the agency scaled.
Moroch implemented Avalara AvaTax and Avalara Returns through its Advantage Software ERP connector to automate rate calculations and filing across jurisdictions. The integration eliminated manual rate and nexus tracking, reduced tax work to one person working under four days a month, produced top audit scores, and delivered greater compliance confidence and time savings for the finance team.
Brenda Hodge
Director of Financial Operations