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SIMPLE
COMPLEX
CAAS
Services businesses
Inventory and costing
SALES
APPROACH
SOFTWARE
WHAT
WORKS
WELL
SOLUTION
PROBLEM
CAAS
Bill payment
AP automation
Electronic forms handling, client approvals
BILL, Ramp, AvidXchange
Eliminate a non-core competence and fraud exposure
SALES
APPROACH
SOFTWARE
WHAT
WORKS
WELL
SOLUTION
PROBLEM
CAAS
Billing, AR, and collections
Accounting software, contract automation
Standard terms, electronic payments
Anchor, Apxium, QuickFee, CPACharge, Knuula
Reduce risk with contracts and automatic payments
SALES
APPROACH
SOFTWARE
WHAT
WORKS
WELL
SOLUTION
PROBLEM
CAAS
Payroll
Outsourced or managed payroll services
Payroll Relief, OnPay, Zoho Payroll, ADP, Paychex, Bamboo HR, Rippling, Justworks
Employee self-service portals, electronic time entry, deadlines for information with penalties
Compliance and timely payments to employees, benefits for retention
SALES
APPROACH
SOFTWARE
WHAT
WORKS
WELL
SOLUTION
PROBLEM
CAAS
Sales Tax
Electronic tracking and filing with SSTP
Integration to key accounting software
Avalara, SOVOS, CereTax, Vertex, Taxjar
Eliminate or minimize sales and use tax audits
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