Exhibiting at World Tea Expo 2025

DAVO by Avalara is a fintech and SaaS company specializing in automated sales tax management for small to mid-sized businesses, particularly in the hospitality and retail sectors. Based in Seattle, Washington, DAVO’s proprietary technology automates the daily set-aside, filing, and payment of sales tax, helping merchants remain compliant while eliminating the burden of tax administration. As a wholly owned subsidiary of Avalara—a global leader in tax compliance automation—DAVO integrates seamlessly with POS systems to deliver real-time tax control and peace of mind.

Core Business

DAVO’s mission is to simplify and automate sales tax management for businesses with real-time, behind-the-scenes automation. Their core product, DAVO Sales Tax, is a subscription-based platform that integrates with POS systems to:

• Automatically set aside sales tax revenue daily
• File monthly/quarterly tax returns on behalf of the business
• Ensure on-time, accurate payments to state tax authorities

In addition to sales tax automation, DAVO offers Sweep-n-Save, a cash management tool that helps businesses develop savings habits by setting aside small amounts of revenue daily into separate accounts.

Product and Service Offerings

• DAVO Sales Tax:

  • Automates sales tax collection, filing, and remittance
  • Supports all U.S. states and jurisdictions
  • No manual intervention required—fully automatic once set up
  • Seamlessly integrates with popular POS platforms like Square, Clover, Toast, Lightspeed, and more

• Sweep-n-Save:

  • Helps small businesses save by sweeping spare change or fixed amounts daily
  • Designed for tax savings, capital improvements, or rainy-day funds

• POS Integrations:

  • DAVO is compatible with over 15+ POS systems
  • Direct integration ensures accuracy and compliance without disrupting daily operations

• Tax Filing Support:

  • Filing done on behalf of the merchant
  • Tracks and adjusts for local and state-specific tax changes

Specialization and USP

DAVO’s unique value lies in its fully automated “set it and forget it” model. Unlike traditional tax software, DAVO handles the entire lifecycle of sales tax, from data collection to payment execution. Key differentiators include:

• Daily set-aside of sales tax funds, ensuring money is available when taxes are due
• Guaranteed on-time tax filing and payment
• No contracts or hidden fees, with a flat monthly rate starting at $49.99
• POS-native design, requiring no manual data entry or spreadsheets

According to internal data, DAVO users see a 100% on-time payment rate and save an average of 12 hours per month on tax-related tasks.

Financial and Market Presence

Since being acquired by Avalara in 2021, DAVO has expanded its reach significantly. Key performance highlights include:

• Trusted by over 10,000 merchants across all 50 U.S. states
• Processes millions of dollars in sales tax remittances monthly
• Featured by Square, Clover, and Toast as an official app partner
• Boasts a customer retention rate of over 90%

Its acquisition by Avalara has accelerated product innovation and backend compliance infrastructure, positioning DAVO as a best-in-class solution for small businesses.

Shipment and Sourcing Insights

As a SaaS platform, DAVO delivers services digitally. Its cloud-based infrastructure is maintained through:

• Secure cloud hosting providers with PCI DSS compliance
• Automated daily data synchronization with POS systems
• Data backups and encryption protocols aligned with SOC 2 Type II standards

DAVO also supports multi-location businesses by consolidating tax reporting and remittance workflows.

Target Market

DAVO primarily targets:

• Independent restaurants and cafés
• Retailers and boutiques
• Franchisees and small chains
• Service-based businesses with physical or hybrid models

The platform is particularly beneficial for businesses in high-transaction, high-compliance-risk environments.

Capabilities

• End-to-end sales tax automation: collection, filing, and payment
• Integrations with POS platforms and accounting tools
• Real-time dashboards for visibility into tax liabilities
• State-specific compliance support
• Seamless onboarding and merchant support

DAVO also provides a user-friendly dashboard for monitoring tax performance and setting up bank integrations securely.

Certifications and Compliance

• PCI DSS Compliant for secure transaction processing
• SOC 2 Type II Certified via Avalara’s security framework
• Adheres to state-level and jurisdictional tax regulations in all U.S. states
• All financial transactions processed via bank-level encryption

Customer Testimonials

“DAVO took a huge weight off our shoulders. We no longer worry about setting aside money or filing returns—it’s all done for us.”
— Restaurant Owner, New York City

“Easy setup, great customer service, and it just works. Best $50/month I’ve ever spent on software.”
— Retail Manager, Chicago, IL

Major Achievements

• Acquired by Avalara in 2021, significantly expanding resources and product roadmap
• Integrated with over 15 major POS platforms, including leading SMB systems
• Launched Sweep-n-Save tool in 2022 to promote small business financial health
• Recognized as one of the top sales tax apps on the Square App Marketplace
• Maintains a Trustpilot score of 4.8/5 based on verified user reviews

DAVO by Avalara continues to redefine how small businesses handle sales tax, offering reliable, automated, and stress-free solutions to help entrepreneurs stay focused on running their business.