The work nobody wanted
A Tacoma bookkeeper does Washington sales tax and B&O returns for forty clients, by hand. Then she meets Sal, the AI agent inside Sundry. Rory Rawlings, Sundry's founder, explains who it is built for.
- 0:00 The problem
- 0:21 Meet Sal
- 0:29 Why Sundry
- 0:43 How it works
- 1:30 Grow the practice
- 1:38 The Sundry Guarantee
Transcript
Dana Sales tax. State B&O. City B&O. For forty clients. By hand.
Dana Most firms turn this work down. Or take it on and lose money.
Sal Hi Dana. I'm Sal, the AI agent inside Sundry. Let's close September.
Rory Rawlings, Sundry founder I co-founded Avalara and led the invention of the original AvaTax engine. The small businesses with the most tax pain were never really served. Sundry is built for the accountant who serves them.
Sal Connect the client's books once. Customers and products come across.
Sal Every product gets a Washington decision, with the statute cited.
Dana And the exemption certificates?
Sal Sundry reads each one and checks it. An exempt sale without proof is a taxable sale.
Sal Month-end runs when you say go, and stops only where a person is needed: the few amounts only you know.
Sal Nothing goes forward until you say so. Then your client signs off on the Sundry Worksheet.
Dana That's the return. It's also the proof.
Rory Rawlings, Sundry founder This work was unprofitable because it was manual. That's the part that changes. Grow the practice without growing the staff.
Sal If our determination or a proof we verified is wrong and your client underpays as a result, we refund what you paid us for that return.
Rory Rawlings, Sundry founder Washington first. Give us a call.