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Webfortis Tax2CRM

Webfortis Tax2CRM
Webfortis, a Microsoft Gold Customer Relationship Management Competency Partner, develops and deploys Microsoft Dynamics CRM solutions for companies of all sizes. Webfortis is a nationally recognized thought leader in system integration and an expert in deploying software applications across the Microsoft product line.

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  • Get StartedGet Started with Avalara Products for Webfortis Tax2CRM
    Set up Avalara products to make your business tax compliant. Gather information about your business, set up AvaTax to work with your accounting software, and learn how Avalara's integration software works.
  • UpdateUpdate Your Version of AvaTax
    Some accounting software updates AvaTax automatically. If yours doesn't automatically update, manually update to the latest version of AvaTax for your accounting software.
  • ExemptWho You Exempt
    If you regularly sell to customers who're exempt from tax, you need to store their exemption certificates and consistently exempt their purchases. There's more than one way to exempt customers.
  • SellingWhat You Sell
    Some products and services are taxed differently in different jurisdictions. Apply Avalara tax codes to products and services you sell to help account for this varying taxability. There are a few different ways you can apply, or map, Avalara tax codes to your products and services.
  • GuideWebfortis Tax2CRM Help
    For help with your accounting software, visit your provider's site.
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