Avalara

ConnectWise Certified

Automated tax compliance for managed service providers

Avalara helps MSPs eliminate manual tax work, reduce audit risk, and scale confidently with AI-powered automation that integrates seamlessly with ConnectWise.

Schedule a Demo

ConnectWise Certified Integration

Integrated seamlessly with the ConnectWise platform.

This integration is certified via the ConnectWise Invent program, which means it was developed in collaboration with the ConnectWise API team, passed a security review, completed the certification process, and receives tier 1 integration support.

Introduction

Avalara helps managed service providers (MSPs) simplify tax compliance so they can focus on growing their business, not managing manual processes. From real-time tax calculations with AvaTax, to automated exemption certificate management through ECM, to filing and remitting sales tax with Returns, Avalara reduces manual work, eliminates guesswork, and lowers audit risk.

Our platform supports fast-growing MSPs with accurate, real-time calculations, flexible integration into ConnectWise, and AI-driven tools that streamline setup, validation, and filing.

Whether you operate in one state or across many, Avalara helps you stay compliant, reduce audit exposure, and deliver a smoother billing experience to your customers. Curious what Avalara can do for your business? Check out this case study to see how RedNight Consulting, a ConnectWise Partner, leveraged Avalara to grow their business without getting bogged down in tax complexities.

Highlights

Accurate, location-based tax calculations

Calculate the correct tax in real time using AI-supported logic and rooftop-level address data.

Simplified exemption certificate management

Use AI-assisted validation to collect, verify, and store exemption certificates with less risk.

Automated returns and remittance

Prepare, file, and remit returns across jurisdictions with less manual effort.

Overview
Integration
Support

AvaTax

Avalara AvaTax delivers real-time, rooftop-accurate sales tax calculations at the quote and invoice level. Tax rates and rules are continuously updated across jurisdictions to reduce manual work and improve billing accuracy. AI supports product classification, setup, and risk detection so tax is applied correctly from the start. Avi, Avalara’s AI-powered assistant, helps streamline onboarding and provides in-platform guidance to accelerate setup and minimize errors.

Returns

Avalara Returns automates the entire filing process, from liability calculation through submission and remittance. Whether you’re filing in one state or 50, Returns handles schedules, due dates, and requirements automatically, removing the need for spreadsheets or third-party services.

Exemption Certificate Management (ECM)

Avalara ECM automates exemption certificate collection, validation, and storage. Customers can upload documents directly, and the system applies valid exemptions at checkout or billing. AI-powered validation flags expired or incomplete certificates, helping MSPs avoid surprise liabilities or audit issues.

Getting started is easy

Connect Avalara AvaTax to ConnectWise CPQ through a certified integration. Most users get started without IT help. Avi, Avalara’s AI assistant, guides setup and reduces errors.

Reliable Tax Calculations

AvaTax calculates sales tax in real time using rooftop-accurate address data. Our in-house tax team keeps rates and rules updated across more than 12,000 jurisdictions.

Always Up To Date

Avalara monitors tax changes at every level and applies them automatically. You stay compliant without manual research or data entry.

From calculation to filing

Use Avalara Returns to handle filing and remittance. Export data from AvaTax or let us take care of everything from start to finish.

Real-time reporting

Access your full tax history anytime. The AvaTax dashboard is easy to use and built to support audits, reconciliations, and daily operations.

Avalara AvaTax's PSA and CPQ Integration is certified via the ConnectWise Invent Program.

If you need assistance with creating API members or integration setup please send a note to Help@ConnectWise.com and the ConnectWise PSA support team can assist. For any other questions with this integration, please contact the vendor directly to resolve any issues.

Details