Great Product and Easy to Use
Updated May 02, 2024

Great Product and Easy to Use

Amy Hansen | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Modules Used

  • AvaTax

Overall Satisfaction with Avalara

We are using AvaTax with several of my companies both fully integrated and some we use uploaded spreadsheets to calculate tax. We also use CertCapture for our certificate management.
  • Good Products- Both AvaTax and CertCapture are really good software products.
  • Connection between AvaTax and CertCapture is great.
  • Having a direct person to work with for AvaTax returns would be helpful. Right now I have to call support and explain everything each time over and over again.
  • I would like if all billing was available online to view and pay. If you use professional services the bills don't come through website.
  • I have several accounts between CertCapture and AvaTax and I have tried to get my account information (contact and address) updated but it hasn't been updated everywhere.
  • The biggest issue I had with Returns is the lack of flexibility with the process. My company is always changing and that means sometimes I have last minute changes and Avalara doesn't allow for that. Another issue I had with the returns process is regarding non-registered amounts. Right now there is no report that will tell me how much I have charged over the time it takes me to get registered. I have to pull up each month to find total amount.
  • Allowed us to become compliant with states after the Wayfair decision
  • Allowed us to cut down on manually created reports for compliance process
  • Oracle Cloud
  • Info Visual
  • EPICOR 9
  • Netsuite
  • AX2012
Each systems integrations are different level of difficulty to implement. Usually the more complex the ERP system the more complex the tax system implementation.
I think there is room for improvement but I do like the product overall.
  • CertCapture
I really like using CertCapture the fact that they are connected directly to AvaTax is great.
I think what is good about AvaTax is the interface is easier to work with if you are a non-IT person. Not all products are as easy to use. Another good thing is the low cost of implementation. Other tax systems are not as affordable as Avalara products.

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

Avalara AvaTax is good for non-IT people because it is easy to navigate. I implemented AvaTax at a new company and I was able to completely set up the AvaTax side by myself without IT help. There are a couple areas that would be good to improve. When choosing a tax code you have to [use] a spreadsheet to find the code. It would be great to have a tool to search for them online. Another issue is the tax calculation tool. It would be great to be able to save a transaction I would want to rerun.

Avalara Feature Ratings

Sales and Use Taxes
8
Geolocation for Tax Assessment
6
3rd-Party Software Integrations
7
Tax Data Reporting
6
Compliance Administration Management
6
Tax Exemption Processing
8
Tax Document Management
7
Complex Tax Scenario Management
6

Avalara Implementation

For implementation, I would like if there were more checklists for the implementation process I find it easier to have a printed checklist then just all online.

Integrating Avalara

  • Great Plains
  • SalesForce
I have only done one full integration and the rest of my companies were already using AvaTax so i have just update the current setup.