Case Study: Ideal Living saves time and reduces sales tax risk with CereTax

Ideal Living cuts manual tax corrections by 10-20% with CereTax

Ideal Living, a company that creates and distributes health and wellness products, faced challenges with its manual sales tax calculation process. This inefficient system, handled by their Accounts Receivable team, was time-consuming, prone to errors, and required corrections for 10-20% of new B2B customers each month. As the company planned for rapid growth, this process became unsustainable, leading them to seek an automated solution from CereTax.

Ideal Living implemented the CereTax sales tax automation solution, which integrated with their Microsoft Dynamics 365 Business Central ERP system. The CereTax team provided comprehensive support during the streamlined implementation, including training and custom rule setup. The results were immediate, with a dramatic reduction in manual processes and data entry errors. The automation significantly increased efficiency, reduced the team's workload, and positioned Ideal Living for successful business expansion.

Ideal Living