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Free cpe webinars
Navigating Shopify Transition: Help Your Clients With Avalara’s Integration

NAVIGATING SHOPIFY TRANSITION: HELP YOUR CLIENTS WITH AVALARA'S INTEGRATION

Available Date(s)
Tuesday, January 07, 2025: 11:00AM EST
Tuesday, February 11, 2025: 12:00PM EST

Cost Free
CPE Credits 1.0 hour
CE Credits 0.0 hours
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
Course Description

Important news to manage Shopify’s end of life for Shopify Plus users. 

Many Shopify users may not know how to upgrade their sales tax platform to the new Shopify version. Shopify recently announced the retirement of their Avalara AvaTax 1.0 integration for Shopify Plus merchants. With this change, Avalara has launched a new integration through the Shopify Tax Platform, called Avalara for Shopify, and there are some key updates and exciting new features you and your partners should be aware of.

Learning Objectives:


  • Determine what this change means for your clients’ sales tax calculations and compliance

  • Describe the key functionalities and enhancements of the Avalara for Shopify integration and its benefits for clients

  • State the step-by-step process for switching to the new integration, incorporating best practices for a successful transition

  • Evaluate the advantages of becoming an Avalara partner, including access to resources, support, and revenue opportunities

Linkedin

John Sallese

Avalara
Director, Strategic Accountant Solutions & Partnerships
[email protected]
(855) 259-3274

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John has over 25 years of tax compliance and audit experience, to include Sales / Use, Telecommunications, income and Property Tax. John has worked in various roles supporting Sales, Marketing, Tax Operations and Processing, Implementation and Training through webinars, speaking engagements and on-site presentations.

Linkedin

Patrick Neu

Avalara
Director, Strategic Partnerships
[email protected]
(855) 259-3274

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Patrick started his career with Avalara in 2013. While there, Patrick has tackled various roles such as sales, partner management, and product strategy. He has an extensive background in transactional tax and application to cloud business systems for SMB and Enterprise companies, For the past four years, Patrick has been focused on the eCommerce space and currently manages Avalara’s Shopify partnership and strategy.

Linkedin

Clayton Goodhue

Avalara
Director, Emerging Small Business
[email protected]
(855) 259-3274

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For the last 11 years he has been helping companies leverage technology to navigate the complexities of indirect tax compliance.

When not talking about tax, you will find him enjoying the outdoors in the great state of Maine with his wife and two kids.
 

Additional Materials
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Frequently Asked Questions
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NASBA Approved

CPAacademy.org (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

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About Our Presenter

Avalaralogo
Avalara helps businesses of all sizes get tax compliance right. We provide prebuilt integrations with the big-name financial and business management systems you trust, as well as a robust API for do-it-yourself business builders. Avalara delivers cloud-based compliance solutions for transaction tax types, like sales and use, VAT, GST, excise, communications, lodging, and more. If you are an accounting practitioner, Avalara has a suite of Avalara for Accountants solutions, purpose-built to help you directly support your clients. We’re headquartered in Seattle, with offices across the U.S. and in Canada, the U.K., Belgium, Brazil, and India.