Avalara vs QuickBooks Online

• 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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• The user interface is clean and things are easy to find. This saves us time from having to look for things we need. If we can't find something, the Help and Search features are easy to use.
• There is a bar graph at the top of my Customers page that shows a breakdown of overdue invoices, open invoices, and those that have been paid in the last 30 days. This is nice because I can see all this information quickly when I need it.
• We can customize invoices as much as we need to and it is very user-friendly. We can email individual invoices or in bulk to save time. We can send invoice reminders and statements in a flash as well. All of these things help us get paid on time.

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• CertCapture can take many days to validate a certificate, and/or does not provide explanation as to why a certificate was not validated.
• Submitting cases to Avalara is not helpful. Once an answer has been provided, the case is immediately closed and no helpful dialogue is allowed.
• When a mistake on return filing occurs, whether customer or Avalara's, correction of the error takes far too long.

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• Collaboration. I would like multiple members of our team to be able to collaborate better. I have difficulty sometimes tracking what was done by whom at a user level.
• Making user permissions easier to manage. Setting security options between users. The features may be there but it is not as intuitive to set certain access permissions and differentiate between users as I would like.
• Integration into Outlook calendars would be a nice add-on for payment reminders. These are setup and scheduled for payment automatically through the app, but a reminder on my personal calendar would be a nice add on. It may even be available but I am not aware of it.

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• It saved me about half a day's work each month, as well as probably 2-3 days of work for the financial analyst per month.
• Having nexus in only 4 states still required a lot of manual calculations each month, so saves many hours of work for the team each month.

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• QuickBooks Online ("QBO") has allowed us to increase our efficiency by at least 20% on clients where we handle their actual activity entry. The use of bank feeds has been the largest contributor to this because we can memorize transactions and what categorization needs to happen to them - virtually eliminating the need to key in information for those clients.
• We are able to service more clients who are coming to us that want to use or already use a cloud based solution. Probably 2 of every 5 new clients already are using a cloud solution or want to use a cloud solution.
• We are able to have access to the clients books immediately via the easy granting of a free "Accountant's Login." Clients love that they don't have to pay for this easy to use feature and that we can immediately start collaborating on new work without having to jump through hoops to gain access.

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