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Reviews For Your Clients REVIEW TrustFile, an Avalara Company — TrustFile Sales & Use Tax 2011 OVERALL RATING BEST FIT: Businesses wishing to e-fi le their sales and use tax reports for mul- tiple location businesses in one or more of the 12 supported states, and those who wish to electroni- cally pay these liabilities. STRENGTHS: • Simple navigation & function • E-fi ling to each of the supported states • PDF output • Available forms library for other states • Data import from CSV 877-222-0187 Imaging Science & Services, Inc. — TEAMS & LineLink With thousands of jurisdictions across the country that have varying sales and use tax rates, the various fi ling requirements and frequencies of the 45 states that have sales taxes, and the potential penalties that can result from errors or missed deadlines, sales tax compliance can be complicated enough. But another signifi cant chal- lenge for many businesses lies in keeping track of the customers and transactions for which no tax is applied. Most state and local laws require sellers to keep valid exemption certifi - 866-723-7409 Facebook: Connect with CPA Practice Advisor Twitter: www.facebook.com/cpapracticeadvisor www.twitter.com/cpapracadvisor cates for all of their customers who claim exemption from sales tax, other- wise they are obligated to collect, POTENTIAL LIMITATIONS: • No integration between state program versions • Limited output formats (only PDF) • No client communication/billing templates • No integration with accounting systems EXECUTIVE SUMMARY & PRICING: TrustFile is best suited for small to mid-sized businesses with multiple locations within one or more of the states supported by the program. T e e-fi le focused system is simple to use, though lacks some advanced features and report output options. Each state edition is priced at $159 per year, which supports fi ling for up to fi ve entities in that state. Additional user licenses are available for $99 each. PRODUCT DELIVERY METHODS: ■ ✔ On-Premises ■ SaaS ■ Hosted by Vendor {TRADITIONAL SALES TAX COMPLIANCE SYSTEM} BASIC SYSTEM FUNCTIONS COMPLIANCE CAPABILITIES INTEGRATION & IMPORT/EXPORT HELP/SUPPORT Read the full review of this product exclusively online at www.CPAPracticeAdvisor.com/10292826 www.TrustFile.com Science & Services, Inc. (ISSI) off er relief for these processes. T e Tax Exemption Administrative report and remit those taxes. Managing these certifi cates can be just as tedious as other parts of the compliance pro- cess, especially since the documents expire and must be updated periodi- cally. Two solutions from Imaging Management System (TEAMS) pro- vides a web-enabled utility that streamlines the functions of collecting, storing and retrieving exemption cer- tifi cates, and off ers special features that help to identify those that have expired or are nearing expiration, then alerts users and management to these records. T e system also notes missing and invalid certifi cates, and includes advanced search features. T e LineLink system is a database or spreadsheet-based tool that func- tions as a desktop document organizer, helping to simplify tasks involving multiple documents. T e system can be used for sales and use tax audit defense, reverse audits, due diligence reviews and other related tasks. Both systems allow business fi nan- cial managers to be more proactive in exemption management and audit defense preparation, resulting in greater compliance assurance. www.issimage.com LinkedIn: www.linkedin/in/cpapracticeadvisor August 2011 • www.CPAPracticeAdvisor.com 47