Managing tax exemptions can be complicated in B2B, especially when different systems don’t align. Our solution ensures smooth company-level tax exemption handling within BigCommerce and Avalara, eliminating manual work, reducing errors, and ensuring compliance with tax rules.









Automate tax exemption certificate application at the company level. This solution connects BigCommerce, Avalara, and your ERP system, ensuring seamless tax exemption validation, compliance, and synchronization across all systems without manual work, ensuring accurate, consistent tax treatment for all users.

Automatically apply one exemption certificate to all users within a company, ensuring uniform tax exemption across multiple buyers. This eliminates the need for duplicated records or manual verification, streamlining processes while maintaining accuracy and consistency throughout your tax handling. Book a Demo

Automatically validate exemptions based on shipping address, state, and jurisdiction, ensuring compliance with Avalara’s tax rules. This process eliminates manual checks, reducing errors and ensuring that each order is compliant with local tax laws, streamlining the exemption process seamlessly. Book a Demo

Maintain a single, consistent customer structure across BigCommerce, Avalara, and your ERP system. This eliminates the need for duplicated exemption records, ensuring a clean and error-free exemption process while simplifying tax management, leading to better data quality and smoother workflows. Book a Demo

Align company hierarchies between BigCommerce, Avalara, and your ERP system to ensure consistent and accurate tax exemption processing. This prevents mismatches across systems, reduces errors, improves data accuracy, and ensures that all tax exemptions are applied correctly to each order. Book a Demo

Efficiently handle tax exemptions for businesses of all sizes, from small companies to large enterprises. This solution requires no significant manual intervention or custom integrations, allowing you to scale seamlessly as your business grows and tax exemption needs expand. Book a Demo

Ensure accurate tax calculations at the company level by automatically applying the correct tax rates and exemptions. This process is based on jurisdiction and address details, reducing manual effort and ensuring tax compliance while eliminating the potential for costly errors. Book a Demo

Integrate effortlessly with BigCommerce and Avalara using secure APIs, enabling real-time updates and data synchronization across all systems. This seamless integration reduces complexity, simplifies data flow, and ensures that all tax exemptions are applied correctly, eliminating the need for manual handling. Book a Demo
Our solution addresses the most common tax exemption challenges in B2B, ensuring compliance and accuracy across systems.
B2B organizations struggle with mismatched customer structures between BigCommerce, Avalara, and ERP systems, creating compliance issues.
Managing tax exemptions manually leads to inefficiencies, human errors, and non-compliance with local tax regulations.
Inconsistent customer and tax data across systems can cause confusion and errors, disrupting operations.
Tax exemption rules are complex, varying by jurisdiction and address, leading to compliance risks.
As B2B businesses scale, managing tax exemptions becomes increasingly complex, especially with growing customer bases.

We have been working with Folio3 since 2018. We are extremely fortunate to have found such a fantastic team of people. They are professional, organized, time-sensitive, and their work is stellar. Most recently, we needed support with dynamic schema mark-up and GA4 event integrations.
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As you know our project is quite complicated & involves some fairly intricate customizations. Overall we are very happy with the progress so far. We feel that your team understands our requirements very well & also anticipates issues & provides effective solutions.
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The Folio3 team is a pleasure to work with. During the project, they were responsive and their turnaround time was always stellar.
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BigCommerce, a leading e-commerce platform, recognizes these unique requirements and has introduced the BigCommerce B2B Edition.
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BigCommerce offers a robust platform tailored for B2B needs, providing features that enhance user experience and streamline operations.
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B2B Edition BigCommerce allows businesses to control which payment options are visible to specific customer groups.
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The solution connects BigCommerce and Avalara via secure APIs, automating tax exemption validation and ensuring real-time data synchronization.
Yes, you can configure rules based on shipping address, state, and jurisdiction to meet your business needs.
One exemption certificate is tied to the company, automatically applying to all users within that company without duplicating records.
The solution uses real-time validation based on jurisdiction, shipping address, and tax exemption rules, ensuring full compliance.
The solution can be implemented quickly, with minimal setup required. It integrates into your existing systems in just a few weeks.
Book a demo to see how our solution automates compliance, cuts down manual work, and boosts efficiency across your operations.
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