Cascadia Receipting is an application on the Salesforce platform that allows you to create and keep track of tax compliant receipts for your donors in a really simple way! And, the best part? It’s already set up and ready to use, straight out of the box. But, if you love playing around with Salesforce too (who doesn’t?), you could even customize it to perfectly fit your needs!
Generate, void, and create replacement tax receipts with a single click. Use Word Documents and Lightning Email Builder to stay on brand. No coding necessary!
Personalize messages for your amazing donors and make them feel appreciated using as many custom templates and messages as needed.
Validation rules and dashboards assist with compliant, accurate data entry. Auditor-approved reports are included.
Starting out?
We've got all sorts of cool how-to articles, video walkthroughs, and ideas for making your stewardship game super strong. You'll be killin' it in no time!
We have an awesome team of architects, developers, and marketers who are more than happy to help you out via email or Zoom.
I am extremely pleased with how Cascadia Receipting has been performing so far- and at the moment I am having trouble thinking of any ways to improve the experience.
Cascadia Receipting was the exact tool we were looking for to provide our donors with timely CRA-compliant receipts. It is intuitive, quick to implement, and we love the ability to customize our receipts to fit our organization!
Cascadia Receipting is very easy to use, very flexible to customize to meet business requirements, and has incredible functionality to simplify tax receipt generation and automation. It is payment processor agnostic and Flow-based which makes it fit for most nonprofits. The excellent training provided makes it easy for end-users to get onboarded and the post-implementation support provided was excellent.
Cascadia Receipting is straightforward to use. This method could reduce time by 50%. It reduces the number of programs required to do for year end audit purposes and G/L balancing etc.
