Salesforce

DAVO Integration

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Information
DAVO Overview
How It Works
Onboarding Steps 

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DAVO Overview:

DAVO puts your sales tax on autopilot by automatically setting your sales tax aside each day, then filing and paying it for you on time & in full.  

  • DAVO automates every step of the sales tax process – from collecting to filing to paying. 
  • Seamless integration with CAKE POS. 
 
 
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How It Works:

  • DAVO integrates seamlessly with CAKE POS, tracking every sale made via the system.
  • Daily, DAVO automatically withdraws the sales tax amount from your bank account and holds it in a designated DAVO bank account.
  • The DAVO Portal provides easy access for you to view the funds set aside for tax obligations.
  • When its time to file taxes, DAVO takes charge, preparing and filing your returns promptly and ensuring taxes are paid in full. 
 
 

Onboarding Steps:

  1. Confirm your Sales Tax is set up correctly in your Admin Portal hub by going to Menu Admin & selecting the Taxes tab.

  2. Contact CAKE Support at (855)696-2253 to request to purchase and activate the DAVO integration & provide the following information: 

    • Postal Address 
    • Phone Number 
    • Email 
  3. Keep an eye on your email. You will be receiving an email from DAVO to set up your account & provide required information (business information, bank details, etc.).  

  4. Once you have successfully set up your DAVO account, you will have access to the DAVO portal & DAVO will automatically start setting aside & collecting sales tax.  



 
Get more information & pricing details here: https://madmobile.com/products/cake/integrations/davo/  
 
 
Supplemental Information
DAVO Integration
DAVO-Integration

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