Cost Containment Advisors Enhances Client Services with Avalara Property Tax Automation

Avalara, Inc., a leader in tax automation, recently announced a significant collaboration with Cost Containment Advisors (CCA), a specialized tax advisory firm. CCA, which primarily serves fixed-asset-intensive industries, has chosen Avalara’s Property Tax for Accountants to streamline its compliance processes, particularly as it expands to accommodate larger enterprise clients.

Meeting Growing Demands

Founded to support sectors such as energy, pipeline, mining, airport services, and waste management, CCA has provided tax and compliance services across 36 states. The company's recent initiative to onboard two new clients—each boasting over 300 locations across 23 states—revealed the shortcomings of traditional methods like spreadsheets and PDFs. In the face of increasing client demands, CCA recognized the necessity for a more scalable compliance solution to mitigate risks associated with losing clients due to inadequate service options.

The adoption of Avalara Property Tax for Accountants marks a transformative step for CCA, as it addresses the complexities involved in property tax compliance across various jurisdictions and document formats. The solution offers advanced features such as automation of data entry through optical character recognition (OCR), which significantly enhances accuracy and speeds up the handling of tax-related documents.

Benefits Realized

Gregg West, Senior Director at Cost Containment Advisors, expressed optimism about the transition, stating, "What we found with Avalara Property Tax for Accountants was that we were getting more for our money. Data accuracy with Avalara is something I hadn't experienced before. We now have a service-related document handling system that validates data before it goes into the system."

Since implementing Avalara's solution, CCA has not only automated property tax compliance but has also improved its monitoring capabilities. The firm can now identify potential overpayments and determine suitable opportunities for appeals, bolstering its client service offerings.

Moreover, the firm is actively piloting Avalara’s compliance dashboard, which will provide clients with direct access to their property tax compliance status. This transparency is crucial in a landscape where businesses are urged to maintain meticulous records to avoid penalties.

Avalara's Role in Transformation

Liz Armbruester, Chief Customer Officer at Avalara, remarked on the significant impact of this partnership: "The CCA success story illustrates how Avalara allows firms to expand their compliance offerings while upholding accuracy and efficiency. With Avalara Property Tax for Accountants, CCA is successfully scaling to meet client needs and delivering stronger results."

This collaboration showcases how innovative tax solutions can empower advisory firms to enhance efficiency and adapt more readily to evolving business landscapes. As more companies realize the necessity of automating processes, partnerships like that of Avalara and CCA stand as a testament to the potential of technology in transforming traditional compliance practices into modern, agile systems.

About Avalara

With over two decades in the field, Avalara is recognized as an agentic leader in tax and compliance solutions. The company supports more than 43,000 businesses and government entities globally, providing a comprehensive library of tax content alongside advanced AI integrations designed to automate end-to-end compliance processes—from calculating taxes to managing exemption certificates. To learn more, visit Avalara.com.