Avalara product review
May 02, 2024
Avalara product review
Score 10 out of 10
Vetted Review
Verified User
Modules Used
- AvaTax
Overall Satisfaction with Avalara
My company has three separate unique divisions, online retail, national rental, and a marketplace facilitator. The obvious problems we faced were sales tax nexus threshold tracking, calculating the correct sales tax rates, exemption certificate management, as well as managing and reporting on things like the CO retail delivery fee and the Illinois rental tax. Avalara has products to monitor and track state by state sales and compare it to each state's individual nexus thresholds, they are crucial in accurately calculating sales tax on each customer's invoice based on the customer's shipping address. Avalara also has software to manage customer and vendor exemption certificates with automated processing features to help streamline our internal processes.
- Accurately calculate and apply sales tax rates
- Avalara is a "total solution" that covers all areas of transactional tax.
- Managing the software is easy and intuitive.
- It would be if sales tax reports were available to reflect state upload templates
- We process millions of invoices per year so calculating sales tax would be impossible without Avalara.
- We are more likely to be compliant in miscellaneous areas like state delivery fees because Avalara makes it easy.
- We receive over 100 exemption certificates every day. Without Avalara's software we would require at least 2 additional individuals to manage just exemption certificates.
- Avalara is integrated into all 3 of our e-commerce platform
- Avalara is integrated into ERP system to generate customer invoices and internal reporting
In comparison to other software integrations, this was one of the easier ones.
- Professional Services (nexus studies, registrations, backfiling, etc.)
We do not use any of these additional services however, we are currently using ECMS and are transitioning to ECM. Once that transition is complete we will also be taking advantage of Avalara Returns through the SST program. Currently ECMS does not transmit information to Avalara's system which disqualifies us from the SST program.
Setting up a state in Vertex was not intuitive or user friendly. The system itself was clunky. Trying to set up a custom tax override was a nightmare. Whereas any of these tasks are very simple with Avalara. Setting up a state is as simple as checking a box and entering a start date. Custom tax overrides are easy to initiate and the system is very user friendly.
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?
Yes
Did implementation of Avalara go as expected?
Yes
Would you buy Avalara again?
Yes