Avalara Launches Redesigned Portal

To provide a simplified and improved experience for customers, the Account Overview page in the Avalara Portal has been redesigned. The new Portal changes, which were released on February 18, 2025, include

• The Account > Overview tab has been consolidated into a  for a cleaner, more organized experience.
• New Usage Visualization that clearly distinguishes between usage within parameters and excess usage; Customers will no longer need to dig around for this—it’s now front and center.
• Transaction usage detail filters and downloads: Customers can now filter and create their own customized usage reports for download on demand.
• Current Balance Card Consolidation in which Avalara moved the Open invoices, Paid invoices, Subscriptions, and Payment methods behind the current balance card so as to retain accessibility while reducing some visual clutter.
•  Significantly easier to manage and review open invoices.
• Avalara has surfaced the billing contacts for customer visibility. 
• It’s now easier to add a bank, add a payment type, change default payment options, and set up automatic payments.
• Avalara has unburied Account user management and AvaTax company management, making them directly accessible from the Account Overview screen.

Recommended Actions for Avalara Partners and Users:

• Review the linked customer communication which will be the basis of all customer communication regarding this issue and the recently updated Avalara Knowledge Center articles provided below to ensure that you are informed, have an opportunity to assess impacts, and are prepared to respond to any customer inquiries.
• Distribute this information to team members (e.g. support teams, account managers) using Avalara within your organization to help ensure that all customers serviced by Avalara are aware of these changes.
• Log-in to your Avalara Portal and navigate to Account Overview to discover added features, tools and new usage details.
• For technical assistance, submit a support case.

^{Updated Avalara Resources:}

• _{Linked Customer Communication-- Avalara Portal Update: Account Overview}
• _{Avalara Knowledge Center Article: Check AvaTax Usage}
• _{Avalara Knowledge Center Article: Change Billing Contact}
• _{Avalara Knowledge Center Article: Review Paid Invoices}
• _{Avalara Knowledge Center Article: Review Open Invoices}
• _{Avalara Knowledge Center Article: Add a Debit Card as a Payment Method}
• _{Avalara Knowledge Center Article: Add a Bank Account}
• _{Avalara Knowledge Center Article: Change Default Payment Method}
• _{Avalara Knowledge Center Article: Set Up AutoPay}

_{Avalara is a proud sponsor of the 2025 ProAdvisor Awards.}

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