Avalara vs Canopy

• Avatax stays current with all the changes in rates and does an excellent job of calculating the correct sales tax to charge.
• The reporting interface for sales tax reports is easy to use and once you set up a report you can save it as a favorite and rerun it any time with one click. Their UI on the reporting is simple and provides a minimum number of clicks to get the data you want and export it to Excel where every number lives whether it belongs there or not!

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• As TheCPATaxProblemSolver, Canopy is a great timesaver in helping me complete IRS Offer In Compromises. An Offer in Compromise (OIC) is an IRS program that allows taxpayers to settle their liabilities for less than the full amount owed.
• I use analytics contained in the state-of-the-art Canopy tax resolution software to calculate smart recommendations based on each unique case to arrive at the best solution and prepare successful cases.
• Canopy tax has an all in one practice management software. It features Customer Relationship Management (CRM), Document Management, Workflow Management, as well as Billing and Invoicing

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• In the beginning our programmer wished to speak directly with a programmer at Avalara so he could have some specific questions answered. Instead he was referred to a forum where he had to post his questions. This delayed our implementation of Avatax.
• I'm not sure if there is help available to assist in learning how to reconcile sales tax returns or not. We basically had to figure out how to do that ourselves.

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• Connectivity with Outlook for email tracking - the connection is sometimes lost and there is no notification. You just look for your email trail and there is nothing.
• Electronic signatures for multiple contacts on one document with some fields being optional would be a great help.
• Being able to see contact transcripts in the client record view versus just the transcript screen would be more efficient.

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• Prior to Avalara, we had two full-time people doing nothing but tax returns. Now, we only review data via reports within Avalara and it takes one person about 2 hours a month.
• Certificate exemption was a manual process we tracked on an excel spreadsheet. It was not always easy to read and wrought with human error. CertCapture has made this process digital and saved us countless amounts of time.
• With Avalara managing the taxation through our ERP, we rarely have to worry about the taxation not being correct on our invoices to our customers. This saves time in having to investigate tax rates by state, county, and jurisdiction.

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• We have eliminated our admin position as our tasks are more streamlined.
• We can support a year-round client demand breaking the season-to-season cash cycle.
• We're looking to become 100% remote/virtual helping clients all over the country/world within the next 12 months due to this cloud solution.

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