Likelihood to Recommend The best I can do is a two. Our experience has been so bad, the software is not good in lots of respects, and the customer service people are either too overwhelmed with people with issues that they can't respond or they just don't care to respond. And the services come at a premium price. So you would think we could at least get a response. I know Avalara has real tax expertise deep inside that company. But the tools and processes they have cobbled together to monetize that expertise are not delivering a good experience. And their customer support is literally the worst I have ever experienced--and particularly coming from a premium provider
Read full review If you're a freelancer or running a very small business where you do your own bookkeeping I think this is a great option, especially if you're familiar with accounting and bookkeeping in general. If you're not so familiar with bookkeeping, I would say that the learning curve is too steep and you might want to look elsewhere for a more intuitive solution
Read full review Pros Calculates the correct tax regardless of state, county, or local jurisdiction. CertCapture provides a site for managing all resale certificates, updating, renewing, and providing reports/backup in the event of an audit. One stop shop for all things tax makes my life easier! Read full review The program is very easy to learn, the interface is incredibly user-friendly and there are tons of free resources and tutorials available It makes managing payroll really easy for the employee and accountant on staff. No more lost time sheets or late paychecks! Managing bills and paying them has become streamlined and it's great having everything in one place so we don't lose track of things. Read full review Cons I find it virtually impossible to access people when you have issues with anything In my experience, everything runs through account managers and they are non-responsive and unavailable most of the time. In my experience, 99% of all communication with anybody at Avalara has to be done via some ridiculous form or via email. Human contact is extremely difficult to resolve an issue that sometimes requires human to human contact. Read full review The #1 complaint is that setting it up right is a challenge. People waste time trying to figure it out only to realize that they don't know accounting so of course they don't know how an accounting program should be set up. Like any time you are in over your head, reach out to your network and find someone who can log onto your computer and walk you through it. If you need to track the cost of wages to jobs you can't do it with the online payroll, but check for yourself because it's a function that landscaping companies and construction businesses usually need, so maybe they have added it by now. That would really help! It's premise-based software and that means you take on the role of hardware admin, and it's a lot of work for what is increasingly becoming a smaller gap in the functionality between QuickBooks for Mac and QuickBooks Online. QuickBooks for Mac 2015 has been updated consistently over the last 3 years and continues to provide for the bookkeeping needs of small companies using Macs in their offices. However, it has limited job costing functionality. It is similar in functionality to the 2010 version of QuickBooksPro which runs on Windows. Shelly Robbins Intuit Accounting Professionals Trainer/Writer specializing in QuickBooks for Mac, Meetup Groups Organizer/Founder, Adjunct Instructor at Bellevue College
Read full review Likelihood to Renew We need their help with filing and keeping track of things. It is very likely we are in the process of renewing right now. Autumn is our case manager and she has been a great help in keeping us updated on our usage and renewal. I feel we will be using this for a very long time.
Read full review I haven't spent that much time with the newer versions of QuickBooks for Mac, but I think I'm seeing it make the much-needed improvements. For example, something as simple as undoing the previous reconciliation was a terrible chore, and I'm glad that feature has been included in the newer versions of QuickBooks for Mac
Read full review Usability The software and addons that we use are very applicable to our operations and the usability of the sotware works great with all of the software we have it integrated with. The certcapture and avatax work great together and has made things very automated for our company as majority of our sales are sales exempt. Navigating through the software is very user friendly and helps when we have to have other individuals go in as it is not difficult for them to find where they need to go within the software.
Read full review The Mac version is OK overall. I find the Windows versions to be much more robust but Mac is quite good for Mac users. Though I think die hard Mac users should consider QuickBooks Online instead as there is a new QB for Mac app that makes using QBO much better!
Read full review Reliability and Availability I have been using Avalara for years and do not remember ever having an outage during working hours. The service is accurate and dependable.
Read full review I've been using the QuickBooks online version for a little over 6 months now (upgraded from Mac desktop) and I haven't had any access issues. There have been times when it was down for service/upgrade however there is always plenty of notification time given by the Quick Books Online Support team. These upgrade maintenance time frames are always over night hours and on the weekends so everything can be worked around very easily.
Read full review Performance 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
Read full review Support Rating Avalara is not consistent in giving us information timely. For instance, right now, we have a help desk ticket with them that's been open since October. They are still trying to figure it out and we haven't gotten any feedback on where they are at or what is going on. That seems to me a very excessive amount of time to be working on a problem. Was it forgotten? Is there something bigger going on? Do they need something from us? An update would be helpful.
Also, many times when we call with an issue or concern (wrong tax rate for instance) we generally feel like the help desk assumes it's of our doing instead of theirs and doesn't truely listen when we explain the problem because we end up repeating it over and over as well as sending examples. We expect more respect on our end.
Read full review Fortunately, I haven't had to reach out much for support.
Read full review In-Person Training I wasn't here when they first started with Avalara.
Read full review Online Training The videos go too fast; I kept having to pause them and go back. They don't allow for any practice transactions or provide training materials.
Read full review Implementation Rating 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.
Read full review Alternatives Considered When I started with the company, they were using a version of CCH. This was my first experience with that program and I found it very cumbersome. It was unable to calculate multiple tax rates (this may have changed in the last 10 years) and while it filled out some of the tax returns for us, we still had to manipulate many and file them ourselves. Now we just verify that what we show in our system matches Avalara and hit approve and we are done for another month.
Read full review I love using Quickbooks compared to other software we've tried. QuickBooks Online and TSheets interface. Customer service and problem resolution are generally excellent, with well-trained and proficient agents taking calls or on chat. Ease of use and accessibility via the mobile app. Great courses were available to help with learning the basics and some advanced accounting background. I love learning! Online accessibility - it can work anywhere with an internet connection. Linking to bank and credit card accounts is handy.
Read full review Scalability There is no change that has to happen as your company grows, Avalara continues to do it's job for any size company
Read full review Return on Investment We are positively impacted by Avalara in having a central library to store our certificate files. We spend very little time and resources to calculate and compile tax data for filing. The electronic filing has helped insure we are on time with our filings and avoiding penalties. Read full review The ROI was good for when we were a smaller company because it is a lot cheaper than other more sophisticated programs. The negative impact is that it caused a lot of extra manual entering and data entry that too often resulted in mistakes. Read full review ScreenShots