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How switching to Anrok cured Jasper’s yearlong sales tax headache

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Case studies
Last Updated

How switching to Anrok cured Jasper’s yearlong sales tax headache

A seamless 4-week migration ended months of frustration with Avalara

Anrok | Streamlined sales tax for SaaS

An overview of Jasper and its Anrok integration

Jasper, a leading AI-powered marketing platform, was experiencing rapid growth and expanding its global customer base. When Amy Sunderman joined to run the finance team, she found that the company was unable to keep up with its sales tax obligations and needed an effective solution. She initially turned to Avalara, the perceived market leader, but after months of implementation headaches, she still didn’t have a functioning system for managing tax risk. Needing to find a reliable solution quickly, Jasper turned to Anrok for its SaaS-focused approach, ease of implementation, and superior customer support.

Amy Sunderman, who runs the finance team at Jasper, explains: "I need somebody who has expertise and can give me advice, not just try and make more money off of me. That’s what I got when I talked to Anrok.”

Rapid growth outpaced Avalara’s capabilities, straining Jasper’s resources

When Amy joined Jasper in 2022, the company had already grown its revenue into the tens of millions without a dedicated financial risk management solution. With a mix of self-serve and enterprise customers globally, and remote employees spread across 35 states, Jasper faced significant sales tax complexity.

With a small team focused on growth, and numerous state and global tax requirements to contend with, they needed a solution. They initially tried Stripe’s native tax solution, but found it insufficient for their needs. Looking for an enterprise-grade solution they considered both Avalara and Anrok. Ultimately, Avalara’s name recognition won out over Anrok. Then the implementation challenges started. Timelines expanded from weeks to months, and the precious internal development resources Amy had managed to pull together were working overtime. 

"We were trying to work with Avalara to get them to fix the problems so that we could actually use them to remit the taxes, but they were never able to solve it… In the year that I used Avalara, they did not remit a single thing for me."

As the issues continued with Avalara, Jasper was spending thousands a month on an external accounting team to manually calculate and remit taxes, the very job they had hired Avalara to do. 

"What Avalara couldn't do in 8 months, Anrok accomplished in less than a month."

Amy Sunderman
Head of Finance, Jasper

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Anrok | Streamlined sales tax for SaaS

Table of contents

An easy migration to a best-in-class solution

Out of time and energy, Amy spoke with other SaaS CFOs in her trusted network who encouraged her to reach back out to Anrok. Jasper was desperate to tackle this problem, but knew she could only justify the switch if it could be implemented quickly and without additional internal resources.

Anrok came up with a plan to efficiently migrate off of Avalara, and helped Amy secure the necessary internal support needed. The implementation process was clear and optimized for no-code solutions over the use of internal resources. In about a month, Anrok was actively managing Jasper’s sales tax requirements with integrations across Stripe, Maxio and NetSuite.

“Honestly, it was pretty easy. I think that it took 4 weeks for us to get everything implemented using Anrok. That includes moving over all our data from Avalara.”

A small risk that led to big gains

Today, Jasper is no longer plagued by the persistent tax issues it experienced in the past and has confidence that ongoing needs like calculations and filings are being handled. In addition, Anrok’s team of experts actively provides forward-looking guidance and support, which minimizes risk and maximizes financial advantages in the US and globally.  Since implementing Anrok, Jasper has experienced significant improvements in their sales tax management. They’ve been able to eliminate $7,000 in monthly costs previously spent on manual tax filing, and the finance team spends about an hour a month on tasks that used to take 20-30 hours.  This efficiency gain has allowed the finance team to focus on more strategic initiatives.

Anrok’s sales tax management has given Jasper the confidence to look beyond basic compliance towards a larger focus on global risk management as they scale globally.  The system's ability to proactively handle complex tax scenarios, alongside her team’s ability to spend less time on basic tasks, and more time on strategic initiatives provides Amy the peace of mind she’d been searching for.

By switching to Anrok, Jasper has transformed its sales tax management from a time-consuming liability to an efficient, automated process. The company now has the tools and support needed to confidently manage sales tax compliance as they continue to grow domestically and expand globally.

For anyone unsatisfied with their current solution, but wary of making a switch, Amy emphasizes: “I set a really high bar for switching tools when I know that I am gonna have 6 months to implement and employees to train. But if that is mitigated with low implementation time, a really easy to follow UX for the employees that are using it, and not needing engineering resources, then it's pretty low risk to switch.”

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