Patents Assigned to Avalara, Inc.
  • Patent number: 11373222
    Abstract: Systems and methods electronically obtain data regarding a plurality of sources and corresponding amounts of resources received from the sources for a plurality of relationship instances each associated with one or more respective domains of a plurality of domains. For each relationship instance of the plurality of relationship instances: the system electronically identifies a rate to calculate an amount of resource due to one or more respective domains associated with the relationship instance based on a source of a resource received for the relationship instance and the one or more respective domains and calculates an amount of resources due to at least one respective domain associated with the relationship instance based on the identified rate. For each domain of the plurality of domains, the system aggregates a total amount of resources due to the domain based on the calculated amount of resources due for each relationship instance associated with the domain.
    Type: Grant
    Filed: September 22, 2020
    Date of Patent: June 28, 2022
    Assignee: Avalara, Inc.
    Inventors: Andrew Brandon Chan, Danielle Lear, Brian K. Mason, Andrew Z. Fountain, Patrick Collins Chesser, Patrick J. Hampton, David A. Goldstein
  • Patent number: 11341507
    Abstract: Techniques are provided for facilitating creation, modification, provisioning and transfer of trusted electronic compliance documents. For each of multiple user requests to provide or receive trusted electronic compliance documents, automated operations are performed to determine whether the request is directed to one of a plurality of maintained trusted electronic compliance documents. Each trusted electronic compliance document references information regarding parties to a potential transaction and confers at least partial eligibility for parties to participate in the potential transaction. When it is determined that the request is directed to a maintained trusted electronic compliance document, access to the indicated trusted electronic compliance document is provided, including modifying a copy of the indicated trusted electronic compliance document to include information referenced with respect to an entity associated with the user request and an originator of the trusted electronic compliance document.
    Type: Grant
    Filed: March 14, 2017
    Date of Patent: May 24, 2022
    Assignee: Avalara, Inc.
    Inventors: Michael J. Maselli, Andrew Brandon Chan
  • Patent number: 11301937
    Abstract: Some embodiments of the present disclosure may relate generally to a dynamic graphical user interface (GUI) architecture that helps provide a user-friendly and flexible capability for software users to create and manage software application rules. These rules may help with processing by a software service or software platform. Other embodiments may be disclosed and/or claimed.
    Type: Grant
    Filed: December 10, 2019
    Date of Patent: April 12, 2022
    Assignee: Avalara, Inc.
    Inventors: Mark D. Bertoglio, Naveen Kumar Agrawal, Aaron David Wilson, Marshal Kushniruk, Phillip Tsui, Daniel Allen Forsch, Indira Perdomo Cabrera
  • Patent number: 11282140
    Abstract: An Online Software Platform (OSP) may receive a first dataset from a remote client device, and compute an estimated resource, from the first dataset and also per stored digital rules. The OSP may then communicate an aspect of the resource to the remote client device and receive a confirmation of the first dataset. The OSP may then process the first dataset, for matching it with another dataset, either internally or by outsourcing. Either way, the OSP may establish that the first dataset has been matched with a compatible second dataset. The OSP may then input a resource for the first dataset, which is determined according to stored digital rules. The OSP may further create one or more notifications and documents about the matching and the resource, and make them available to the remote client device or even to the device of another remote entity.
    Type: Grant
    Filed: June 12, 2020
    Date of Patent: March 22, 2022
    Assignee: Avalara, Inc.
    Inventors: Gregory T. Kavounas, Mark Janzen, Rahul Aggarwal, Bilkay Rose
  • Patent number: 11238542
    Abstract: In response to receiving a request from a querying entity, such as a seller of goods or services, embodiments of a service engine present to a client computing device of the querying entity a set of queries about goods or services sold by the querying entity and other characteristics of the business of the querying entity. The service engine may intelligently determine which queries to present based on responses to preceding queries. The service engine may then compare the entries in response to the queries against stored rules for a one or more of a plurality of tax jurisdictions, the stored rules being about establishing nexus for purposes of remitting transaction tax in the certain tax jurisdiction. The service engine may then determine information regarding potential lack of tax compliance of the querying entity based on the comparison, and notify accordingly.
    Type: Grant
    Filed: January 29, 2020
    Date of Patent: February 1, 2022
    Assignee: Avalara, Inc.
    Inventors: Ellen Wixted, Andrew Jesse Powell, John Paul Catrett, Brock Rumer, Ben Fisher Johnson, Morgan Coleman, Salvador Anthony Rodriguez, Tyler Flora, Jeremy Martinez, Andrew Louis Bloom, Alexander Paul Demyanik, Allison M. Grampa