Avalara AvaTax connects to the software that businesses already have and delivers sales tax decisions based on precise geo-location in more than 12,000 taxing jurisdictions in the U.S.
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Intuit Lacerte
Score 8.2 out of 10
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Intuit Lacerte is an Income Tax Compliance system, providing forms, tax planning support, as well as document management and document storage.
I find Avalara well-suited in the majority of situations when it comes to tax calculation. The only issues we run into are with more complex tax situations. It may be less appropriate for invoices that have significant variability that affects taxability. For example, if there is a business that sometimes is an installer and other times is not, there may need to be different tax codes set up for each situation. This requires the users to know how tax needs to be charged in different situations, rather than having Avalara do this automatically.
This software is great for a tax preparer that wants the whole package from organizers to customer returns with letters and invoices. This is the best software with everything combined together. For new tax preparers looking for expensive software and are willing to some items (invoices) organizers, scheduling) through other means, Intuit Lacerte might be too expensive. But once the practice grows the time saved having all the “bells and whistles “ is worth every penny!
Has extensive research and documentation on telecommunications industry
Research is always up to date
The ability to ask questions and get clarification on specific situations with no limit as to how you ask a question and often get the answer the same day
Avalara is the best sales tax compliance product on the market. Avalara allows us to accurately comply with our sales and use tax obligations in an accurate and timely manner for a reasonable cost. Avatax is a versatile and helpful product. We also are looking forward to implementing the cross-border product.
Avalara is hands down the best product available when it comes to what they offer, the robustness of their systems, and the diversity of their offerings. -All while being very cost-competitive. Avalara's tech is best in class while providing a total solution and integration between products and our systems, making processes much more convenient.
We do have trouble tying Avalara's reporting back to our POS, but we just got a new POS system and there are bugs we are still trying to work out within the POS system. I do not believe this is an Avalara issue
In my experience, numerous questions, and particularly those regarding billing issues are just ignored, and it is impossible to get to someone to discuss. Your account manager will tell you they are taking care of it and then it just goes into a black hole.
The documentation online we informative and helpful. The videos from the Avalara institute and the help tab if we have any questions and the search too were helpful. We like the ease of using the click here for more information tool about nexus and the information for the ECM Pro training were helpful. Whenever we have a question we normally get an email along with the tool as to where to find our answer. We also like that it shows information about nexus status of the states we maybe approaching and we can look more into it.
The implementation team from Avalara was very knowledgable and did a good job of passing along information so that we could maintain the system and be able to make future changes ourselves. We had asked for some custom tax setup and they worked with us to get additional taxes set up that they didn't previously have. They worked with us to pull our documentation on tax rules and make sure those were included. I had hoped more scenarios would be there out of the box to cut down on the configuration time.
TaxJar is integrated with Kaseya autotask, and this integration is very inefficient and was not easy to set up. Neither TaxJar nor Kaseya support was helpful at all, "rude" is the only word to describe that, whereas Avalara has always tried to be helpful and has been very friendly to work with. TaxJar has no similar capability to retain their tax-calculated transactions and file the returns; TaxJar would calculate the taxes in Kaseya autotask and you would still have to manually import the data into TaxJar if you wanted to subscribe and have them file your returns. Needless to say that was a non-starter.
I’ve heard other tax preparers talk about their software and their likes and dislikes. When I offer to show them Intuit Lacerte most are blown away by what it does. One preparer used ProConnrct online tax (also by Intuit), and she loves how easy Intuit Lacerteis to use. She said having live support (not chat) to actually be able to show issues and work through them was great. Both programs use the same calculations, but the extras (trial balance, organizers with prior year data, invoicing, scheduling, filters, etc) are what makes Intuit Lacerte the best!
Lacerte Diamond Passport fees is highly priced at 17.5K USD + fastpath additional per user. They could consider to bring down the cost so that it works out lucratively.
