Case Study: Peisner Johnson & Company, LLP achieves automated taxability and streamlined, cost-effective client implementations with Avalara (CertCapture)

Peisner Johnson & Company, LLP - Customer Case Study

Peisner Johnson & Company, LLP is a Texas-based CPA firm specializing in state and local tax (SALT) consulting. Faced with the time-consuming, costly task of manually creating tax matrices for clients—which quickly became outdated as rules changed—the firm needed a more accurate, scalable way to manage taxability and nexus setup for a wide range of accounting platforms.

By partnering with Avalara, Peisner Johnson automated taxability management using CertCapture and Avalara’s extensive pre-built connectors. Implementations became faster, more economical, and more accurate, with Avalara’s support handling setup questions; Peisner Johnson now uses and regularly recommends CertCapture, and clients experience smoother rollouts and better ongoing tax compliance.

Peisner Johnson & Company, LLP

Mike Fleming

Director of Special Projects and Partner Relations