Referral Program for Heartland Resellers

Earn money when you refer your Heartland customers to DAVO Sales Tax

Set your customers up with DAVO by Avalara and help take sales tax off their plates. *See terms.

DAVO is sales tax on autopilot.

Try DAVO for free. Only $49.99/month after trial.

No added work — sales are entered as usual

Sets aside sales tax daily

Prepares & files their return on time

Pays their taxes in full

Start referring your Heartland customers.

Choose one of the options below to start referring your customers to DAVO.

Share a referral link

Option 1: Referral URL
Set customers up yourself

Use a custom referral link to set customers up yourself, or let them set DAVO up themselves.

Submit a lead

Option 2: Lead Submission
We’ll reach out to your customer

Submit your customer’s info to DAVO and we will reach out to them directly. You will get credit once they successfully sign up.

Merchants love DAVO Sales Tax

Testimonial Author Image
“This is the most convenient, easy way for filing your state taxes month to month! LOVE, LOVE, LOVE… HIGHLY RECOMMEND THIS APP!!
– Valentino’s Eatery
Testimonial Author Image
“I don’t know why we waited!! So much easier than trying to keep up with sales tax AND run a business. 100% satisfied!”
– Donald, Verna Mae’s Eatery

Testimonial Author Image
“Very helpful, the best operational part of my business. The system debits my account, small baby steps at a time daily and this helps greatly with cash flow. Highly recommend!”
– Midas Auto Repair

Create your custom referral URL

Generate your custom referral URL using the tool below and use it to sign customers up yourself, or send the link to them so that they can set DAVO up on their own. NOTE: they must board through the DAVO website using your custom URL for the referral to be tracked. See terms.

Submit a customer referral

Submit your customer’s info to DAVO using the form below and we will reach out to them directly.

Heartland Customer Referral Program Terms:

Get rewarded for spreading the word about DAVO by Avalara! Send a qualified lead (as defined below) who becomes a paying DAVO by Avalara customer and receive a $5 monthly referral bonus for every location that signs up for DAVO by Avalara by December 31, 2023. Please review the terms below before submitting a referral.

Offer Timeline

This offer is valid for referrals submitted between June 1, 2022 and December 31, 2023.

Referral Requirements

Subject to these Terms you will receive the $5.00 monthly referral bonus for each “Qualified Lead Referral” that becomes a DAVO by Avalara paying customer. A “Qualified Lead Referral” is a merchant that:

  • is referred to DAVO by Avalara through your unique referral URL generated above or the online referral form and can be directly traced back to the unique URL or form submission. Verbal referrals are unable to be verified and will not be eligible;
  • is not an existing lead in the DAVO by Avalara system. DAVO by Avalara reserves the right in its sole discretion to determine the original lead source. Exceptions may be made, at DAVO by Avalara’s sole discretion, if the referral has not been contacted by DAVO by Avalara for at least 6 months, and the lead otherwise meets the requirements of a Qualified Lead Referral.
  • signs up for the DAVO by Avalara service by December 31, 2023, completes the trial period, and makes its first subscription payment for the DAVO by Avalara service. The qualified leads must continue to be a paying DAVO by Avalara customer. If the qualified lead ceases to be a paying DAVO by Avalara customer, your company will be paid only for the months where the customer paid.

DAVO by Avalara reserves the right to disqualify any lead at its discretion.In the event you submit duplicate leads via the landing page, you will receive only one bonus payment. Referrals for leads submitted through another Avalara partner referral program running concurrently are not eligible.

Program payouts will be made to your company through ACH payments on a quarterly basis, after each quarter of the promotional period, for amounts earned during the quarter just ended. Your company must provide ACH transfer routing information in order to receive payment as well as a valid completed and signed individual W-9 form (if U.S. resident) or W-8BEN form (if Canadian resident), as appropriate. Your company will be responsible for distributing any and all payments to their employees. Your company is solely responsible for any tax payments and reporting for amounts received. Payments less than $50 will not be processed.

This offer cannot be combined with any other offers and is void where prohibited by law.

To be eligible, referring employees of the company must be, at the time of referral through the program, employed and/or contracted with the recipient company, a resident of the United States or Canada, and permitted under their company policy to participate and receive referral program payouts.


DAVO reserves the right to modify these Terms or terminate the Program at any time, in its sole discretion, without notice, however we will employ commercially reasonable efforts to post a notice on the referral website.


If you have any questions about the DAVO Referral Program, please contact us.

See why our customers say DAVO is a “Must Have”

5 of 5
4.9 of 5
4.7 of 5
4.6 of 5

Stress free, hassle free sales tax.