Wallis Companies Reduces Manual Compliance Work Across 21 States with ComplyIQ

The challenge

Wallis Companies, a growing multi-state fuel and commercial business, faced increasing complexity in excise tax compliance. Multiple entities, acquisitions, and expanding retail operations pushed their spreadsheet-driven task tracking processes to the breaking point.

“Every month, I had to duplicate our spreadsheet, reset completed tasks, and update dates,” Rob Garrett, Fuel Supervisor, said. “It was tedious, and there was always a risk of missing something.”

With a small team supporting rapid growth, manual processes became unsustainable.

“The first two years, I didn’t take a vacation because I was the only tax person,” Garrett shared. “Even with additional staffing, our tax calendar had to be recreated each month manually.”

The solution

Wallis implemented IGEN’s ComplyIQ compliance intelligence platform to manage tasks, deadlines, and filings across all states and entities in one system.

“Honestly, I think it was really intuitive and user-friendly,” Garrett says. “I started using it before we even had the setup meeting.”

The platform’s flexibility allowed Wallis to preserve its established workflows while gaining consistency and oversight.

“Every state we file in is different; the dashboard lets me prioritize returns in the order we handle them, and I can configure it to match the process we’ve been using for years,” Garrett said.

Automated reminders were especially critical as responsibilities began shifting across team members.

“Knowing I could hand work to someone new and still get email updates like ‘27 of 55 returns complete’ gives me confidence nothing will fall through the cracks,” Garrett said.

Onboarding

Despite operational complexity, onboarding was immediate. IGEN University’s training resources and templates helped them ramp quickly.

“We were up and running the same day,” Garrett said. “The pre-made templates and the IGEN University training modules have been really helpful.”

The impact

ComplyIQ transformed Wallis Companies’ tax function by:

• Creating a single source of truth across 21 states and multiple entities
• Delivering immediate time to value, with full adoption in one day
• Enabling scalable growth, supporting acquisitions and expansion
• Reclaiming four hours per reporting cycle with instant reporting
• Lowering compliance risk through automated alerts and deadline tracking
• Providing real-time visibility for leadership, replacing manual status updates with dashboard reporting

Centralized data eliminated hours of manual reporting work. Previously, assembling updates required digging through spreadsheets, folders, and PDFs.

“ComplyIQ saves me half a day by having everything in one place,” Garrett said. “It gives me complete real-time visibility into task completion.”

More importantly, the team can now analyze performance instead of just tracking tasks.

Looking Ahead

Looking ahead, Garett sees IGEN as a critical tool for scaling the tax function.

“As we grow and add more team members, having a centralized dashboard is going to be essential. ComplyIQ gives us the visibility and structure to manage multiple states, entities, and new acquisitions efficiently.”