Skip to content

ArcherPoint and Avalara to Present on Automating the Exemption Certificate Lifecycle in Microsoft Dynamics NAV

Lunch & Learn webinar will discuss how 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 partnering 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, LLC

Founded in 2002, ArcherPoint, LLC is the largest Microsoft Dynamics Gold Certified Partner in the US, focused exclusively on Microsoft Dynamics NAV. ArcherPoint has pioneered the use of Agile, Scrum- based techniques for ERP implementations and continues to explore ways to deliver more value for less cost on Microsoft’s most popular ERP platform. For more information on ArcherPoint, contact Suzanne Scanlan at 866.343.4517, ext. 7133 or visit

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

# # #

Read ArcherPoint's Blog Follow us on Twitter Follow us on Facebook Follow us on LinkedIn Link to our RSS feed Join us on Google+ Watch us on YouTube