List of Avalara CertCapture Customers
Avalara
512 South Mangum Street, Suite 100,
Durham, 27701, NC,
United States
Durham, 27701, NC,
United States
1 877-224-3650
Professional Services
4900
$1.3B
Since 2010, our global team of researchers has been studying Avalara CertCapture customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased Avalara CertCapture for Document Management from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using Avalara CertCapture for Document Management include: HubSpot, a United States based Professional Services organisation with 8800 employees and revenues of $3.13 billion, Monster, a United States based Professional Services organisation with 3500 employees and revenues of $1.00 billion, Bazaarvoice Inc., a United States based Professional Services organisation with 1500 employees and revenues of $370.0 million, Design Within Reach, a United States based Retail organisation with 900 employees and revenues of $130.0 million, J.D. Power, a United States based Professional Services organisation with 1500 employees and revenues of $125.0 million and many others.
Contact us if you need a completed and verified list of companies using Avalara CertCapture, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The Avalara CertCapture customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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Bazaarvoice Inc. | Professional Services | 1500 | $370M | United States | Avalara | Avalara CertCapture | Document Management | 2013 | n/a |
In 2013 Bazaarvoice implemented Avalara CertCapture as a Document Management solution to centralize exemption certificate handling and support sales tax automation. The deployment paired Avalara CertCapture with AvaTax and AvaCerts and integrated those components with NetSuite and Zuora to operationalize tax calculation and certificate tracking within billing and order-to-cash workflows.
Configuration emphasized certificate ingestion, secure document storage, certificate lifecycle management, and automated matching of exemption certificates to customer records, reflecting standard Document Management capabilities for tax compliance. Operational ownership sat with finance and revenue operations, and a Financial Systems Administrator contractor provided ongoing user support for Concur, NetSuite, Adaptive Planning, and Avalara products from February 2013 to October 2013, while governance focused on centralized certificate workflows and administrative support processes.
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Berkshire e-Supply | Distribution | 650 | $70M | United States | Avalara | Avalara CertCapture | Document Management | 2018 | n/a |
In 2018, Berkshire e-Supply implemented Avalara CertCapture as its Document Management solution to centralize tax exemption certificate handling for the companys accounting and tax functions. The deployment was positioned to support the Tax Manager role and the Chief Financial Officer, with coordination workflows explicitly routed to the external corporate accounting firm that oversees filings and tax strategy.
Avalara CertCapture was configured to provide a centralized certificate repository, digital capture and upload workflows, metadata tagging for supplier and product mappings, automated expiration alerts, and audit-ready storage and retrieval. Role-based access controls and approval workflows were put in place to align certificate issuance and validation with standard tax governance, and document tracking was organized to reflect certificate status across accounts and suppliers.
Operational coverage included the Accounting and Tax departments based in the Novi, Michigan facility, and extended to support the companys distribution footprint including Detroit, Los Angeles, and Houston centers through a single source of truth for exemption documentation. Governance emphasized coordinated review cycles between the Tax Manager, CFO, and the external corporate accounting firm, and end user collaboration leveraged Microsoft Teams, OneDrive, and Outlook as part of certificate submission and internal communication workflows.
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Call2Recycle | Professional Services | 110 | $32M | United States | Avalara | Avalara CertCapture | Document Management | 2020 | n/a |
In 2020, Call2Recycle implemented Avalara CertCapture as its Document Management solution. Avalara CertCapture was deployed to centralize tax exemption and license documentation and to support ongoing tax account registrations and business license management alongside Avalara License Management and AvaTax.
The implementation configured Avalara CertCapture for certificate ingestion, structured metadata tagging, secure storage, and certificate lifecycle management including automated expiration alerts and renewal task assignment. The deployment emphasized document retention controls and searchable compliance records, aligning certificate metadata with the organization’s tax and licensing workflows.
Operational coverage focused on finance, tax, and accounting teams, with the Senior Accountant and supporting Staff Accountant using CertCapture to manage registrations and resolve license or tax account issues as part of monthly close and regulatory preparation. Governance included role based access, defined ownership for document updates, and review workflows that linked certificate handling to reporting and 990 preparation activities.
Avalara CertCapture served as the centralized compliance document repository within Call2Recycle’s software landscape, used in concert with Avalara License Management and AvaTax to maintain licensing and registration documentation. The configuration reduced fragmentation of compliance records and formalized certificate lifecycle processes for the finance and tax functions.
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Design Within Reach | Retail | 900 | $130M | United States | Avalara | Avalara CertCapture | Document Management | 2020 | n/a |
In 2020 Design Within Reach deployed Avalara CertCapture to centralize tax exemption and compliance documentation. Avalara CertCapture was implemented as the company Document Management platform for capturing, storing and associating exemption certificates with customer profiles.
Configuration work concentrated on document ingestion and certificate lifecycle management, including automated capture, structured metadata tagging, expiration tracking and workflow rules for certificate approval and renewal. The implementation emphasized profile merge logic to unify certificate records with existing customer data and to surface certificate status during routine operations.
Operational integration focused on linking CertCapture to customer profile stores and order review processes, supporting both eCommerce order validation and online trade ordering workflows. The Retail Operations organization coordinated with Signifyd on fraud and order review processes, while CertCapture provided authoritative document status that operations referenced during order authentication.
Governance and rollout responsibilities were led by Retail Operations stakeholders who co-managed the profile merge and updated rule based review procedures. Day to day usage was embedded in Retail Operations and customer service workflows, with documented procedures for certificate submission, verification and renewal routed through Avalara CertCapture.
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HubSpot | Professional Services | 8800 | $3.1B | United States | Avalara | Avalara CertCapture | Document Management | 2015 | n/a |
In 2015 HubSpot implemented Avalara CertCapture for Document Management to centralize tax-exempt certificate handling and support nonprofit and startup sales processes. The deployment was used alongside Box as the primary repository for tax documentation and worked with Netsuite to support the billing team in processing nonprofit sales tax removals for customers, covering interactions with sales representatives, direct customers, and a 40,000 partner longtail.
Avalara CertCapture was configured to serve certificate collection, storage, and validation workflows, with explicit manual approval paths used when technical difficulties occurred. Configuration work included modification of program application codes to align with core organizational values, ongoing handling of nonprofit deal requests, and operational support for Nonprofits and Startups email accounts and the #HSFNonprofits and #HSFX-Help Slack channels. The solution functioned as a Document Management layer tied into Netsuite billing workflows and Box document storage.
Governance and process restructuring were driven by the Nonprofit Eligibility Criteria Council and coordination with external partners such as TechSoup, with monthly stakeholder calls and documented guidance produced as Wiki pages and sales enablement materials. Operational responsibilities included triage of inbound inquiries from sales, customers, and partners, manual approvals when needed, and direct assistance to sales representatives making application modifications. The program realized a 21% qualified lead conversion rate goal by increasing startup and tail-end partner applications, and Avalara CertCapture remained the central Document Management application supporting that outcome.
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Professional Services | 1500 | $125M | United States | Avalara | Avalara CertCapture | Document Management | 2017 | n/a |
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Professional Services | 3500 | $1.0B | United States | Avalara | Avalara CertCapture | Document Management | 2017 | n/a |
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Professional Services | 250 | $35M | United States | Avalara | Avalara CertCapture | Document Management | 2017 | n/a |
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Distribution | 600 | $80M | United States | Avalara | Avalara CertCapture | Document Management | 2018 | n/a |
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Healthcare | 10 | $1M | United States | Avalara | Avalara CertCapture | Document Management | 2018 | n/a |
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Buyer Intent: Companies Evaluating Avalara CertCapture
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| Logo | Company | Industry | Employees | Revenue | Country | Evaluated | ||
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FAQ - APPS RUN THE WORLD Avalara CertCapture Coverage
Avalara CertCapture is a Document Management solution from Avalara.
Companies worldwide use Avalara CertCapture, from small firms to large enterprises across 21+ industries.
Organizations such as HubSpot, Monster, Bazaarvoice Inc., Design Within Reach and J.D. Power are recorded users of
Avalara CertCapture for Document Management.
Companies using Avalara CertCapture are most concentrated in Professional Services and Retail, with adoption spanning over 21 industries.
Companies using Avalara CertCapture are most concentrated in United States, with adoption tracked across 195 countries worldwide. This global distribution highlights the popularity of Avalara CertCapture across Americas, EMEA, and APAC.
Companies using Avalara CertCapture range from small businesses with 0-100 employees - 10%, to mid-sized firms with 101-1,000 employees - 50%, large organizations with 1,001-10,000 employees - 40%, and global enterprises with 10,000+ employees - 0%.
Customers of Avalara CertCapture include firms across all revenue levels — from $0-100M, to $101M-$1B, $1B-$10B, and $10B+ global corporations.
Contact APPS RUN THE WORLD to access the full verified Avalara CertCapture customer database with detailed Firmographics such as industry, geography, revenue, and employee breakdowns as well as key decision makers in charge of Document Management.