Avalara

We used Avalara to monitor our nexus thresholds in each state, collect and file sales tax for us. We used their Shopify connector and went through the migration with Shopify tax. Avalara was mostly used to file sales tax on our behalf. This was pitched as a value add, but you'll end up managing their time, and in my experience the product doesn't work as advertised. If it fails, in my experience, they'll take zero responsibility.

• In my experience, poor communication, they take weeks to respond or don't at all
• In my experience, zero management, you will manage them. Every communication starts from square one and you have to explain everything in detail
• Lack of ownership. In my opinion, they are not proactive in anything
• High employee churn. In my opinion, our account manager turned more than any other company we work with
• In my opinion, expensive. You can go with any other option and get at least the same level of service (low bar) and pay less
• No responsibility. In my experience, when their software makes mistakes, it costs you money. In my experience, they don't help you with the bills and put everything on you. You'll need a team to manage their team

As a credentials tax professional I need Avalara on a daily basis. I am so pleased that they partnered with Xero so that small businesses get the right support for their everyday sales tax needs. They also have a product that helps me immensely helpful for me at year end or beginning of year when 1099s and W2s are due and a client needs a one off to 10 or more. So costly software, just the forms available immediately or safely mailed out for you at a small nominal fee. I have been using this company successfully for over 5 years and feel honored to know many employees that started out with the company. As long as they keep customer support in the US I believe they will always be the number 1 in their sector.

• The time saved in manual submission and payment of tax
• The cost per volume could be readjusted based on time of use and quantity of needs
• Grouping package may be easier for small business to utilize

Xero, Handshake by Shopify (discontinued), QuickBooks Online Advanced

The automation of determing the correect tax rate based on jurisdiction and product has allowed our company to grow while focusing on critical business issues versus tedious sales tax compliance issues. Avalara is a must for growing and expanding companies.

• Using Avalara had supported our company's revenue growth of 130% over the past 8 years.
• Avalara has improved the accuracy of our sales tax calculations.
• Avalara has provided a consistent exemption certificate management system.

Accounting Seed, Salesforce Agentforce Field Service, ADP Workforce Now

My staff accountant, Tenisha C., uses Avalara to prepare Form 1099s for our clients who need to provide such forms to the contractors they pay. Avalara makes the process simple, and it is very user friendly.

• Avalara has positively impacted our business by allowing us to provide another service to our small business clients.

QuickBooks Online

As a bookkeeper, I offer to file Form 1099s for my clients, and Avalara has been a valuable resource. Their platform makes filing easy, accurate, and stress-free, which takes a huge weight off my shoulders during tax season. Thanks to Avalara, I can file on time and confidently for all of my clients. I would definitely recommend it to other professionals who handle 1099s.

• Avalara has had a positive impact on my business by saving me significant time and reducing stress during the 1099 filing season.
• While there’s a cost to using Avalara, the time savings, reduced risk of errors, and confidence in meeting deadlines make the return on investment very worthwhile for my business.

QuickBooks Online, Double, Anchor