PARTNER SUCCESS STORY
Driving Connection and Compliance: Avalara’s Strategic Success at IT Nation Connect™ Global
Avalara software automates tax compliance and can help improve accuracy while reducing costs. With their tax compliance software solutions, you can automate manual processes and reduce errors — while increasing compliance and saving time and money. Avalara aspires to be part of every transaction worldwide. And businesses of all sizes use Avalara to support tasks throughout the tax compliance process, including registration and licensing, calculation, document management, reporting, and e-invoicing.
Challenge
Avalara needed a reliable way to stay connected with the ConnectWise ecosystem while reaching the executive-level leaders who influence financial and operational decisions. The company sought a venue to deepen relationships with existing customers, build trust with new prospects, and communicate the value of its financial and compliance solutions. Maintaining visibility in a crowded vendor landscape and finding genuine opportunities for strategic conversations posed an ongoing challenge.
Solution
Sponsoring and participating in IT Nation Connect™ Global enabled Avalara to engage directly with the industry’s most influential leaders. By being physically present and integrated into the event experience, the team could reconnect with returning customers, meet CEOs and CFOs evaluating automation tools, and showcase its continued commitment to ConnectWise partners. The conference's collaborative atmosphere also provided space for meaningful discussions around compliance pain points and financial workflow optimization.
Results
Avalara saw strong outcomes through increased brand visibility, productive conversations with both new and returning partners, and steady lead generation from highly qualified attendees. Customers sought them out to share updates, reinforcing relationship strength, while new prospects expressed interest in financial automation and compliance support. The event’s community-driven environment reaffirmed Avalara’s decision to participate annually, offering tangible ROI alongside intangible benefits such as trust-building and long-term partner engagement.
Avalara’s participation in IT Nation Connect™ Global reflects a belief that community and collaboration accelerate outcomes for both partners and customers. The event’s atmosphere turns casual interactions into substantive conversations, helping teams align on real compliance challenges and the operational impact of automation. Kate Nutter, Strategic Alliances Manager, captures the essence of the gathering: it’s “a meeting of the minds to share what we’ve learned over the year, connect, and meet some new people.”
Positioned for Impact: Accessing Leaders and Building Momentum
As a certified integrated sponsor, Avalara places itself at the center of the ConnectWise ecosystem, signaling a strong commitment to presence and partnership. This positioning gives the team direct access to the executive-level leaders—particularly CEOs and CFOs—who shape financial architecture and drive workflow investment decisions. According to Nutter, “We look to meet a lot of CEOs and CFOs, and there are a lot of those in attendance,” making the IT Nation Connect™ Global audience an ideal match for Avalara’s focus on tax compliance and financial process optimization.
On-site, Avalara benefits from a powerful combination of engagement moments that drive both relationship depth and future pipeline growth. Returning customers frequently stop by to share real-time feedback from active deployments, offering insight into what’s working, where they see continued value, and how their needs are evolving. At the same time, new prospects arrive with fresh questions and a growing interest in automation and compliance solutions, creating natural openings for high-value conversations. This balance of familiarity and new opportunity fuels meaningful momentum at the event. As Nutter explains, “There are a lot of customers of ours here already… and a lot of new faces as well,” which ultimately creates “a very good mix of people here.” That mix helps Avalara strengthen loyalty while broadening its reach across the ConnectWise community.
Turning Expertise into Engagement—and Engagement into Trust
Thought leadership programming at IT Nation Connect™ Global further elevates the quality of conversations. The sessions provide a shared framework for tackling complex topics—from tax regulation shifts to the operational impact of financial automation—which helps Avalara and attendees engage in deeper, more strategic dialogue. Nutter underscores the value of the environment, noting, “It’s exciting with the thought leaders.” These sessions don’t just inform; they equip participants with a common language and context, making the discussions that follow more productive and directly tied to real business challenges. For Avalara, this means entering conversations where stakeholders are already thinking proactively about optimization, compliance, and long term growth.
Ultimately, the reason Avalara continues to invest in IT Nation Connect™ Global blends measurable business impact with genuine human connection. While the event delivers clear ROI through brand visibility, networking, and high quality lead generation, it is the personal interactions that give the experience its staying power. As Nutter shares, “My favorite part… it’s got to be just seeing people I know from ConnectWise.” That sense of community—one built on familiarity, shared experiences, and mutual support—turns a sponsorship into something far more meaningful. It reinforces Avalara’s role as a trusted partner in the ConnectWise ecosystem and ensures that each year’s participation strengthens both relationships and results.
Key Takeaways
- Community and collaboration drive meaningful outcomes: Avalara views IT Nation Connect™ Global as a gathering that transforms casual interactions into strategic conversations, helping teams align on real compliance challenges and the evolving impact of automation.
- Sponsorship provides high-value access to executive decision-makers: As a certified integrated sponsor, Avalara is positioned at the center of the ConnectWise ecosystem, engaging directly with CEOs and CFOs who influence financial architecture, compliance needs, and workflow investments.
- A strong mix of customers and prospects amplifies impact: Returning customers provide real-time feedback from active deployments, while new prospects arrive seeking automation and compliance solutions—creating a balanced pipeline of relationship expansion and net new opportunity.
- Thought leadership deepens the dialogue: IT Nation Connect™ Global’s programming provides Avalara and attendees with a structured framework for discussing complex compliance and financial automation topics, enabling more strategic, informed conversations.
- Human connection fuels long-term value: Beyond lead generation and brand visibility, the relationships—built on familiarity, shared experiences, and trust—are what keep Avalara engaged year after year.