ArcherPoint and Avalara to Present on Exemption Certificate Lifecycle

April 17, 2017

Lunch & Learn Webinar Will Discuss How To Reduce Audit Risk Through Automation

ATLANTA, GA – April 17, 2013 – ArcherPoint, LLC, a Microsoft Dynamics Gold ERP Partner specializing in Microsoft Dynamics NAV solutions and upgrades, announced it will partner with Avalara to present “Exemption Certificate Best Practices: Reducing Audit Risk”, another in its informative Lunch & Learn webinars, on April 25, 2013, at 2:00 PM ET.

“Tight crackdowns by state governments have included greater attention to non-taxed transaction compliance as they increase sales tax compliance audits, so it’s important to the auditor to be able to produce a valid, current exemption certificate and evidence of its appropriate association with the right transactions,” said Suzanne Scanlan, Marketing Manager. “Unfortunately, businesses often rely on a manual process for tracking customer exemption certificates, which can increase audit risk.”

The webinar will cover how automating the exemption certificate lifecycle within Microsoft Dynamics NAV system can save time and money as well as improve staff and customer experiences with non-taxed transaction compliance. Specific topics include:

  • Transitioning from paper to electronic certificates
  • Automating renewal requests
  • Generating valid certificates at check-out
  • Digital storage and retrieval
  • Integration between certificate management system and Microsoft Dynamics NAV

The session will be led by Matt Patrick, Avalara’s Regional Sales Manager for the Southeastern United States. Having worked in public accounting, corporations, and with tax software solutions, Patrick has an extensive background in tax technology, workflow, and business processes.

Visit the Events page on ArcherPoint’s website for information on other events and the Resource Center for past event recordings.

About ArcherPoint

ArcherPoint, Inc. is a Microsoft Certified Gold and LS Retail partner, providing modern workplace solutions including Microsoft Dynamics 365 Business Central, Dynamics NAV, LS Retail, Azure, Dynamics 365 Sales, Microsoft 365, and Power Platform to companies throughout the North America and Europe.  ArcherPoint’s certified, experienced professionals collaborate with clients to design, implement, and support solutions tailored to their unique requirements—from back-office accounting to supply chain, inventory, and warehouse management. We serve multiple industries including manufacturing, distribution, retail, hospitality, food and beverage, professional services, and large equipment rental. Our team of experts provide full-service ERP implementation, integration, development, 24/7 support, and upgrade services. ArcherPoint is dedicated to helping companies realize true business value by giving them access to world-class ERP and cloud solutions that will grow with them to meet their needs now and in the future. 

About Avalara

Headquartered in Bainbridge Island, WA, Avalara is the recognized leader in web-based sales tax solutions, and is transforming the sales and use tax compliance process for businesses of all sizes.  Avalara’s AvaTax family of products provides end-to-end compliance solutions and is regarded as the fastest, easiest, most accurate and affordable way for companies to address their statutory tax requirements. Avalara is the industry’s most trusted provider of sales and use tax automation solutions and is one of America’s fastest growing companies earning recognitions such as Microsoft’s SaaS Partner of the Year for 2010. For more information, please visit