San Francisco, California — September 12, 2025 — Pine Services Group, a portfolio of leading ERP and business software providers, today announced a strategic partnership with Avalara, Inc., a leader in modern compliance automation software offering the most advanced tax and compliance platform powered by AI. This collaboration will empower Pine’s operating companies to bring intelligent, future-ready tax solutions to their customers, simplifying complexity, reducing risk, and enabling growth in today’s dynamic regulatory environment. 

A Strategic Response to a Growing Compliance Challenge 
As regulatory requirements shift and tax rules multiply across jurisdictions, businesses face mounting pressure to stay compliant while keeping operational costs down. Manual processes and legacy systems often introduce delays, errors, and audit risk—hindering scalability. 

By partnering with Avalara, Pine Services Group ensures its portfolio companies can offer advanced, AI-driven compliance tools that automate sales tax, VAT, excise, and other indirect tax processes with precision and speed. Avalara’s powerful automation platform is built to integrate natively with ERP and financial management software, helping customers eliminate manual tasks, streamline filing and remittance, and stay ahead of regulatory changes across 75+ countries. 

“We’re excited to join forces with Avalara to give our customers access to industry leading, AI-infused tax technology that scales with their business,” said Chris Milan, VP of Strategic Partnerships at Pine Services Group. “Avalara’s unmatched library of tax content and intelligent automation empowers our companies to reduce risk, ensure compliance, and focus on delivering exceptional customer outcomes.” 

Avalara’s Intelligent Tax Automation Platform: Key Benefits

  • Automated, Real-Time Tax Calculations – Drive accuracy across jurisdictions and reduce audit exposure with AI-powered determinations. 
  • End-to-End Compliance Automation – Streamline exemption certificate management, returns, and remittance with intelligent workflows. 
  • Continuously Updated Tax Content – Leverage one of the industry’s most expansive and up-to-date tax content libraries. 
  • Scalable, Seamless ERP Integration – Avalara integrates natively with major ERP, ecommerce, and business platforms. 
  • Built for Global Expansion – Support tax compliance across borders and channels with confidence and speed. 

This collaboration ensures that Pine’s ERP ecosystem evolves in step with today’s demands, equipping businesses with modern tools to drive efficiency, reduce complexity, and unlock operational scale. 

“We’re proud to partner with Pine Services Group to bring intelligent, automated tax solutions to thousands of growing companies,” said Meg Higgins, SVP, Global Partners at Avalara. “Avalara’s AI-first vision is transforming tax and compliance into a strategic advantage for businesses. Together, we’re helping them scale confidently, stay ahead of regulatory complexity, and focus on serving their customers.” 

About Pine Services Group 
Pine Services Group is a portfolio of prominent managed services and software companies led by world-class leadership teams. Pine partners with its operating companies to achieve sustainable growth and create long-term value. With an intense market focus, Pine helps its businesses stay aligned with the evolving needs of customers and markets. As a community, Pine operating companies are better together—sharing insights and best practices to elevate performance across the portfolio. As part of the Evergreen Services Group family, Pine offers a permanent home for businesses that put people and customers at the heart of their mission. Learn more at www.pineservicesgroup.com. 

About Avalara 
Avalara offers the most advanced tax and compliance platform powered by AI. For more than two decades, Avalara has developed one of the most expansive libraries of tax content and integrations in the industry, supporting over 43,000 businesses and government entities across more than 75 countries. The company’s purpose-built AI agents automate end-to-end compliance processes with precision—from real-time tax calculation and return filing to exemption certificate management and beyond. Learn more at www.avalara.com.