Case Study: Senergy Medical Group achieves consumer use tax compliance and cost savings with Avalara

Senergy finds relief for chronic use tax pain

Senergy Medical Group, a Texas-based distributor of at-home devices and nutrition products sold via events and an ecommerce site, was struggling with complex consumer use tax compliance. Managing use tax manually with spreadsheets left the company exposed to errors and an audit that uncovered several thousand dollars in missed liabilities, highlighting the need for a better, expert-driven solution.

Senergy expanded its use of Avalara (AvaTax, Avalara Returns and Avalara Consumer Use) to automate jurisdictional rate checks, product taxability and special rules, and to store receipts for easy audit support. The automation caught transactions they had missed, identified instances where exemption certificates could be applied to avoid sales tax, reduced compliance risk and audit exposure, and delivered cost savings and more efficient tax processes.

Senergy Medical Group

Linda Taylor

Chief Financial Officer