Using Avalara Software has been Great for our Company
December 05, 2023
Using Avalara Software has been Great for our Company
Score 10 out of 10
Vetted Review
Verified User
Modules Used
- AvaTax
- Returns
- CertCapture
Overall Satisfaction with Avalara
Avalara has provided excellent service in helping us setup each state we have nexus in for sales and use tax. Since the time of getting are accounts setup with each state, we now use Avalara for calculating sales and use tax, housing exemption certificates, and filing returns. The calculating sales and use tax is amazing, we do not have to worry about whether or not we have received and are collecting sales tax based on the most recent updates from each state. Avalara has incorporated into their system the ease of handling these tax updates for each state. Certcapture, which helps with the exemption certificates, works great and seemless with Avatax and helps us manage all of our exemption certificates, let's us know when we need to collect new certificates from our customers, and determines whether or not the customer reason of exemption is valid for each state.
We have sales all around North America and managing each state would require many employees to stay on top of managing sales tax in each state. We are able to have two employees that use only maybe 20 percent of their time in managing all of our transactions in Avalara.
We have sales all around North America and managing each state would require many employees to stay on top of managing sales tax in each state. We are able to have two employees that use only maybe 20 percent of their time in managing all of our transactions in Avalara.
- Calculating Sales Tax Precisely based on the Sales Transaction Data
- Applying Exemption Certificates to transactions accurately
- State filings completed accurately and timely and will resolve any issues with the state for any filing.
- Sales Tax can be very tricky when you have a variety of product that is sold in any given state. The exact same item may be taxed in one state and not in another. We have identified the tax codes associated with each product and Avalara tax software will handle the rest on being able to determine whether the item should be taxed or not in any given state.
- The search tool in the transactions does not work great. Once you review a transaction, the search critera is deleted and your results are removed causing you to enter the search critera in the fields again. This can be annoying when you are trying to review multiple transactions in the same search results.
- Live metrics where we can see how much we have consumed of Avalara services based on our contract.
- Being able to create custom reports. This would make some reports easier to navigate through only the information that I'm needing at that moment and not having it buried with all of the other data in the report.
Do you think Avalara delivers good value for the price?
Yes
Are you happy with Avalara's feature set?
Yes
Did Avalara live up to sales and marketing promises?
I wasn't involved with the selection/purchase process
Did implementation of Avalara go as expected?
I wasn't involved with the implementation phase
Would you buy Avalara again?
Yes
- Avalara has been a huge impact once we realized all the areas we would be impacted by having an e-commerce presence.
- We have not had to hire additional staff to stay compliant with 40 plus states we file with on any given basis.
- We spend hardly anytime calculating rates, Avalara is accurate as long as we have our tax codes for our products loaded and the information provided to Avalara is accurate.
- We review each month the data we are approving for Avalara to file our returns with and other than that we don't spend a whole lot of time in filing tax returns.
- ERP Software
- Ecommerce
- Shopify
I was not part of the integration of these softwares but I know we had a third party help us and create a connection between our ERP and Avalara. The integration to my understanding for both our ERP and Shopify was more just time consuming in making sure everything was correct in setting it up than it being difficult. I have never been told by those in our IT department that doing these integrations were to difficult.
- Avalara Returns
- CertCapture
We have benefited from these additional capablities as it has limited the amount of time we spend on filing returns and has made it easy for us to store exemption certificates. CertCapture works great with Avatax and makes nice to know that the exemption certificate will be applied to the correct customers and transactions on any givne basis especially since majority of our transactions our exempt from sales tax.