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AvaTax™ 
                                                                Sales Tax Solution for E‐commerce Shopping Carts 


                                                                             C USTOMER S UCCESS S TORY


                         AvaTax is a Spark for Business at Echelon

                       Echelon Corporation is plugging into a             in our home state of California, where sales 
                       worldwide transformation of the electricity        tax varies by county, city, and district and 
CUSTOMER               grid and is helping create a "smart energy"        where you can actually have completely 
Echelon Corporation    network.  Connecting everyday electrical           different rates on two sides of the same 
                       devices on a network infrastructure,               street,” Brennan describes.  So Echelon’s  
                       Echelon provides customers with “energy‐           e‐commerce endeavor sat on the back 
INDUSTRY               aware” homes and businesses that                   burner for roughly 10 years…that is, until 
Smart Grid Energy      communicate with and  react to conditions          Brennan and his team discovered AvaTax 
Solutions              on the grid. And while their products can          by Avalara integrated with GoECart. 
                       power and connect tens of millions of    
                       devices, their e‐commerce initiative was           An Electrifying Combination 
HEADQUARTERS           unplugged for years, according to Brennan          Avalara is the leader in web‐based sales  
San Jose, CA           McAdams, Information Architect at Echelon.         tax automation solutions through their 
                                                                          flagship product AvaTax.  GoECart is an   
                       E‐commerce Lacking Power                           on‐demand, e‐commerce  solution that  
OTHER INFO             “We considered getting into e‐commerce             offers a customizable web storefront.  The 
Nexus in 14 States     for a number of years, but there were              plug‐and‐play integration between AvaTax 
                       always significant obstacles to overcome,”         and GoECart provides Echelon with an   
350 Employees          Brennan says.  “In particular, we knew that        affordable Software‐as‐a‐Service based     
store.echelon.com      sales tax calculations for online orders           e‐commerce platform that, until recently, 
                       would be a tremendous challenge because            was only available to Fortune 500 compa‐
                       we have nexus in multiple states.” While           nies with huge IT budgets. “Once we had a 
SYSTEM                 Echelon has roughly 350 employees, they            chance to take a good look at the combina‐
AvaTax Integrated      didn’t feel they had the resources to              tion of AvaTax and GoECart, we knew we 
with GoECart           manage ever‐changing sales tax rules and           found an affordable and reliable solution 
                       in the 14 states where they do business.           that would help spark our long‐anticipated 
                                                                          venture into e‐commerce,” says Brennan. 
                       Plugging Into the Right Solution 
                       According to Brennan, the real difficulty          After the new system was up and running, 
                       was finding a cost‐effective e‐commerce            Brennan recalls, “Our very first online     
                       solution with a powerful sales tax engine.         order really put the system to the test … It 
                       “Most of the affordable e‐commerce                 came from a university which has a unique 
                       packages we looked at offered very basic           half‐percent sales tax on anything           
                       functionality that spit out an aggregate           delivered on the college grounds.”  The 
                       view of your sales tax liability.  But we          transaction was handled perfectly and 
                       knew that wasn’t going to cut it ‐ particularly 
                                                                                                 (Continued on back …) 
“We were able to achieve payback on our e-commerce
                                    investment in just 60 days, which is fantastic!”

“"I’m glad I                   Echelon knew that they made the right                          A “No Shocks” Online Experience 
                               decision in choosing AvaTax and GoECart.                       With Echelon’s e‐store, one very impor‐
have Avalara                   High Powered Online Sales                                      tant objective was to provide customers 
                               After 10 years in the making, Echelon                          with a “No Surprise Purchase Experience.”  
keeping track                  agrees that good things come to those                          Brennan explains, “With AvaTax, our    
                                                                                              customers don’t have to wait until after 
                               who wait. “Given the industry we work 
                                                                                              the order is placed to find out what the 
 of sales tax                  with, many of our customers are on job‐
                               sites during the day, making it difficult to                   total cost is including tax and shipping …
                               place orders.  But our online store makes                      which can be significant when they’re 
changes and                    it easier for customers to do business with                    placing an order for $5,000 worth of  
                               us.”  He adds, “We see customers placing                       product.  Before they buy, they get totally 
automatically                  orders late at night or early in the morning                   accurate pricing and have confidence 
                               when it’s most convenient for them.  Plus,                     knowing they won’t pay a penny more.” 
updating our                   they like the experience of taking time to                     Avalara is Always On 
                               browse our online catalog and find exactly                     “It has been a total pleasure working both 
 e-commerce                    what they’re looking for so we’re generat‐
                               ing more revenue.”  
                                                                                              GoECart and Avalara and we would easily 
                                                                                              make the same choices again,” says   
platform so I                  Customer convenience isn’t the only                            Brennan.  While the sales tax environment 
                                                                                              is constantly changing, Brennan no longer 
                               benefit according to Brennan. “The     
                               AvaTax and GoECart e‐commerce solution                         worries about any of that.  “I’m glad I 
can focus on                   was affordable and the technology was a                        have Avalara keeping track of it all and 
                               breeze to implement.  In fact, we were                         automatically updating our GoECart    
our business."                 able to achieve payback on our invest‐                         platform so I can focus on our business.   
                               ment in just 60 days, which is fantastic.”                     If I didn’t have either one of those         
                               Brennan also states that Echelon recently                      solutions, our e‐commerce structure 
 ‐ Brennan McAdams             hit a milestone for the online store,                          would be far more complicated to manage 
 Information Architect 
                               reaching $100,000 in sales in just 115 days                    and we probably would have continued to 
  Echelon Corporation 
                               since going live on the AvaTax and                             postpone our e‐commerce initiative.”  
                               GoECart platform. 



                                           About Avalara 
                                           Headquartered on Bainbridge Island near Seattle, WA, Avalara is changing the sales and use 
                                           tax landscape by delivering innovative and affordable solutions to businesses of all sizes. Led 
                                           by a team of industry experts, Avalara provides the easiest, fastest, most accurate and    
                                           affordable way for businesses to address their statutory sales and use tax requirements. 
                                           Learn more information at www.avalara.com.


 www.avalara.com          |   435 Erickson Avenue NE - Suite 250               |    Bainbridge Island, WA 98110          |   877.780.4848


                                                   ©2011 Avalara, Inc. All rights reserved.

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GoECart - Avalara Sales Tax Partner Integration

  • 1. AvaTax™  Sales Tax Solution for E‐commerce Shopping Carts  C USTOMER S UCCESS S TORY AvaTax is a Spark for Business at Echelon Echelon Corporation is plugging into a  in our home state of California, where sales  worldwide transformation of the electricity  tax varies by county, city, and district and  CUSTOMER  grid and is helping create a "smart energy"  where you can actually have completely  Echelon Corporation  network.  Connecting everyday electrical  different rates on two sides of the same  devices on a network infrastructure,     street,” Brennan describes.  So Echelon’s   Echelon provides customers with “energy‐ e‐commerce endeavor sat on the back  INDUSTRY  aware” homes and businesses that        burner for roughly 10 years…that is, until  Smart Grid Energy  communicate with and  react to conditions  Brennan and his team discovered AvaTax  Solutions  on the grid. And while their products can  by Avalara integrated with GoECart.  power and connect tens of millions of     devices, their e‐commerce initiative was  An Electrifying Combination  HEADQUARTERS  unplugged for years, according to Brennan  Avalara is the leader in web‐based sales   San Jose, CA  McAdams, Information Architect at Echelon.  tax automation solutions through their  flagship product AvaTax.  GoECart is an    E‐commerce Lacking Power  on‐demand, e‐commerce  solution that   OTHER INFO  “We considered getting into e‐commerce  offers a customizable web storefront.  The  Nexus in 14 States  for a number of years, but there were     plug‐and‐play integration between AvaTax  always significant obstacles to overcome,”  and GoECart provides Echelon with an    350 Employees  Brennan says.  “In particular, we knew that  affordable Software‐as‐a‐Service based      store.echelon.com  sales tax calculations for online orders  e‐commerce platform that, until recently,  would be a tremendous challenge because  was only available to Fortune 500 compa‐ we have nexus in multiple states.” While  nies with huge IT budgets. “Once we had a  SYSTEM  Echelon has roughly 350 employees, they  chance to take a good look at the combina‐ AvaTax Integrated  didn’t feel they had the resources to     tion of AvaTax and GoECart, we knew we  with GoECart  manage ever‐changing sales tax rules and  found an affordable and reliable solution  in the 14 states where they do business.    that would help spark our long‐anticipated  venture into e‐commerce,” says Brennan.  Plugging Into the Right Solution  According to Brennan, the real difficulty  After the new system was up and running,  was finding a cost‐effective e‐commerce  Brennan recalls, “Our very first online      solution with a powerful sales tax engine.   order really put the system to the test … It  “Most of the affordable e‐commerce    came from a university which has a unique  packages we looked at offered very basic  half‐percent sales tax on anything            functionality that spit out an aggregate  delivered on the college grounds.”  The  view of your sales tax liability.  But we  transaction was handled perfectly and  knew that wasn’t going to cut it ‐ particularly  (Continued on back …) 
  • 2. “We were able to achieve payback on our e-commerce investment in just 60 days, which is fantastic!” “"I’m glad I Echelon knew that they made the right   A “No Shocks” Online Experience  decision in choosing AvaTax and GoECart.  With Echelon’s e‐store, one very impor‐ have Avalara High Powered Online Sales  tant objective was to provide customers  After 10 years in the making, Echelon  with a “No Surprise Purchase Experience.”   keeping track agrees that good things come to those  Brennan explains, “With AvaTax, our     customers don’t have to wait until after  who wait. “Given the industry we work  the order is placed to find out what the  of sales tax with, many of our customers are on job‐ sites during the day, making it difficult to  total cost is including tax and shipping … place orders.  But our online store makes  which can be significant when they’re  changes and it easier for customers to do business with  placing an order for $5,000 worth of   us.”  He adds, “We see customers placing  product.  Before they buy, they get totally  automatically orders late at night or early in the morning  accurate pricing and have confidence  when it’s most convenient for them.  Plus,  knowing they won’t pay a penny more.”  updating our they like the experience of taking time to  Avalara is Always On  browse our online catalog and find exactly  “It has been a total pleasure working both  e-commerce what they’re looking for so we’re generat‐ ing more revenue.”   GoECart and Avalara and we would easily  make the same choices again,” says    platform so I Customer convenience isn’t the only  Brennan.  While the sales tax environment  is constantly changing, Brennan no longer  benefit according to Brennan. “The      AvaTax and GoECart e‐commerce solution  worries about any of that.  “I’m glad I  can focus on was affordable and the technology was a  have Avalara keeping track of it all and  breeze to implement.  In fact, we were  automatically updating our GoECart     our business." able to achieve payback on our invest‐ platform so I can focus on our business.    ment in just 60 days, which is fantastic.”  If I didn’t have either one of those          Brennan also states that Echelon recently  solutions, our e‐commerce structure  ‐ Brennan McAdams  hit a milestone for the online store,   would be far more complicated to manage  Information Architect  reaching $100,000 in sales in just 115 days  and we probably would have continued to  Echelon Corporation  since going live on the AvaTax and        postpone our e‐commerce initiative.”   GoECart platform.  About Avalara  Headquartered on Bainbridge Island near Seattle, WA, Avalara is changing the sales and use  tax landscape by delivering innovative and affordable solutions to businesses of all sizes. Led  by a team of industry experts, Avalara provides the easiest, fastest, most accurate and     affordable way for businesses to address their statutory sales and use tax requirements.  Learn more information at www.avalara.com. www.avalara.com | 435 Erickson Avenue NE - Suite 250 | Bainbridge Island, WA 98110 | 877.780.4848 ©2011 Avalara, Inc. All rights reserved.