TrustRadius
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.AvalaraAvalara is the best tax compliance of all.2019-05-27T13:50:42.341ZWe currently use Avalara Cert Capture as well as the Avalara for taxes. We keep all our certs stored in Cert Capture. Avalara files all of our returns, we are also currently using Monitoring, so we can see when we have potential liability. In some instances we are taking advantage of Registering with Avalara as well. Our Finance department is the only department using Avalara, but it affects the company as a whole because if we are not taxing our customers correctly it can affect everyone. It saves us time and money because we do not have to file returns and we can see where our exposure is.,Helps with returns
Files our returns
Helpful Customer Account Managers,Customer Support has been lacking.
Response time to cases lately has been too long.
Retaining and communicating when account managers are reassigned.,8,We are able to spend less time on returns and filing.
We are able to keep ahead of tax changes.
We are able to keep ahead of rate changes and do not have to enter the work manually.,10,Visual
SAP By Design
SAP Business One,5,We use Cert Capture and now all of our certificates are stored directly on Avalara's Cloud database. We are able to easily access those certs and bring them up when we need to. We have tried running campaigns, but they have not been as successful as we would like. We also use returns and it is wonderful. I no longer have to worry during our month end process if returns are getting filed on time because Avalara does all that on our behalf.,Leslie RogersMakes life easier for tax compliance2019-05-10T20:13:42.982ZWe are registered for sales tax in over 60 jurisdictions and AvaTax makes an administrative nightmare manageable. Avalara interfaces with our proposal program, Salesforce, as well as our GL package Microsoft Dyanmics GP (Great Plains). With over $60 million of revenue, we would not be able to accurately and timely calculate the taxes on our proposals and invoices without Avalara.
The only issue we have occasionally is the local jurisdictions taxes do not calculate properly in Salesforce. When these situations arise, the Avalara tech team and our IT department work together to resolve the issue.
We also have a Canadian entity which calculates the GST/HST and PST on our proposals and invoices. With the Canadian entity, I wish they had tax codes and determined the taxes without us having to do tax codes and tax rules. This is one area I would like to see improved so it would be more automatic like in the US. Overall, we are very happy with Avalara and would recommend it to other companies.,The respond to notices that are received timely
The tax calculation appears seamless
I like having the returns and confirmation of filing saved in archives,The Canadian tax calculations and filings for GST/HST and PST
Having the account representative reach out more when new things are available on the admin console or new interface
Doing one-on-one training through the internet,9,Avalara has reduced our staffing costs and improved our compliance with sales tax requirements.,9,9,We do use Avalara's tax returns filing and remitting services but have not used the exemption certificate management. That is an area we will be looking into for future servicesTheresa WhalenOrange You Glad You Chose Avalara2019-05-10T00:27:17.848ZWe are using Avalara across our whole organization that includes three divisions. The biggest challenge to our organization is understanding which states tax their own state agencies to include for sales tax calculations. The remaining divisions of our business are B2C and very straight forward with tax calculations.,Avalara's tax tables are accurate and updated timely across all the states we have a Nexus in.
Avalara's customer service is top notch, the treatment of customers is far better than any other service-based business I've worked with in the past.
Avalara integrates with many third-party platforms we use throughout our company, i.e Sage & Shopify.,The response times from the implementation team was very slow. I understand this is a result of the rapid growth of the company, so knowing that, it did not create hard feelings.,9,Avalara has freed up nearly 60 hours of my staff's time to perform other financial duties each month.
Avalara has significantly reduces our state sales tax return kickbacks for improper calculations.,6,Shopify,9,We do not currently use any other services from Avalara other than the tax calculation platform.,Jordan KeilAvalara helps, but could use some help2019-05-14T15:16:54.459ZWe are using AvaTax to calculate tax and CertCapture to manage our exemption certificates. We have also contracted to file returns but have had a problem with our legal department signing the POA. The application is used across the company for all locations. This helps eliminate storage use on our server of the certificates and gives us the confidence that we are billing the correct tax rates.,Keeps tax rates up to date
Reports are very concise and easy to read
They keep up well on rate changes,More person to person support contact rather than "watch this webinar"
Eliminate the rounding problems,5,Reduced time spent on AL tax returns for sure!
Helped us figure out which jurisdiction in each state and what their tax rate is.,5,Eclipse Epicor,7,We have benefited from CertCapture in that we no longer need to use storage on our server to manage and store exemption certificates. We will also save time having Avalara run our exemption certificate request campaigns for us.
Managed returns is a service we have contracted for but we have not been able to use yet. Our legal team will not sign the POA because it gives Avalara the ability to draw on our bank account for anything, not just funds to pay our returns.,Epicor EclipseSandy LabunS&U Tax Compliance made easier2019-05-13T19:13:16.745ZWe use Avalara to manage sales tax from acquiring taxes rates at point of sale to filing returns. Our accounting system is Acumatica and our online store is through Shopify, both of which are integrated with Avalara. Using Avalara ensures correct tax rates are applied along with timely and compliant filing.,Dynamic acquisition and application of address-based tax rates
Tax filing per the current tax laws and regulations
Provide necessary data for monthly reconciliations,Support center often has long phone queues. It can be frustrating when you need immediate assistance
System gets bogged down around the time for approvals,10,Avalara has allowed continued management of S&U Taxes with minimal resources as our company has grown expanding its nexus to all 50 states.,10,Acumatica
Shopify,10,We use managed returns filing and it is a tremendous help.,NetSuiteCandace DallasAvalara Review2019-05-13T19:08:55.704ZWe use Avatax and cert capture for our main business, but are in the process of implementing it for two of our acquisition companies. It is the best way to ensure compliance with Wayfair. The acquisition companies were not compliant.,Customer service has been exceptional, thanks to David West, our rep
Cert capture is easy to use and saves us time,None noted,9,Reduced time and effort on cert capture
Avatax is a must for our online sales compliance efforts - couldn't do this manually
Looking forward to outsourcing the return prep and filings,8,Magento,9,We use cert capture and are leaning toward using the managed return filing services. Have used the state registration services.Kathy KuhnAvalara - Tax Management for the Modern World2019-05-13T14:05:30.482ZThe CertCapture module is used by my division, Snap-On Industrial. We use it for filing tax certs and audit-proof our processes. Other divisions have considered using AvaTax for the calculation portion of transactions; however, according my corporate tax team, it does not currently meet the needs of the corporation.,User friendly
Modern UI
Great customer service
Keeps my team updated on changes in the tax world,Integration with certain ERP systems
Meeting the needs of large corporations with Avatax
A tax calculator / transaction tester would be nice,10,Minimizes risks of fines through audits
Minimizes time spent filing paperwork
Helps us to stay updated on new tax laws,10,We are considering integration Infor LN with Avatax for transactions and calculations,10,As of now, no. We only use CertCapture. I am interested in learning more about what is offered and would like to share this with my teamGabriel DiazAvalara is a great tax solution!2019-05-11T01:23:01.582ZWe use it to manage our item taxability, calculate taxes, and file returns across the US. We are also a partner of Avalara that recommends their products to our customers across North America. We implement their product along with the Avalara team and provide front-line support as needed. We coordinate with various departments throughout Avalara on a regular basis.,Rooftop-level tax calculation.
Partner programs.
Returns filing.
Item taxability management.,Implementation and support could use some updating with their recent expansion.
Pricing could be better suited for each customer.
More dedicated partner resources across different departments.,10,We file almost 500 returns a year and only have one person involved (with a normal job). Without Avalara, I'm not sure she could do it by herself.
We don't have to fight with states any longer, freeing us up for other tasks.
Our customers let Avalara handle taxes, so we can spend our time on better things as well!,9,Agility (by DMSi),9,We use the returns filing and love it. We don't do Certs.Kevin HughesMaLuz2019-05-11T00:34:04.615ZAvalara is being used to capture our sales tax that we charge to our customers for our company. It also files some tax returns to various states monthly, quarterly and yearly on our behalf. We are also currently using the CertCapture modules for our customers for reselling purposes to make sure we monitor them wisely and timely.,Capture sales tax charges to taxable customers per sales/invoice.
File sales tax return periodically.
Maintains customer sellers certificate.,To be able to assist in Canadian tax return filing.
VDAs.,10,8,SAP ERP,8,We were only interested in the above services right now.,Maria CrewsAvalara Simplifies Your Entire Sales Tax Experience2019-05-11T00:30:15.370ZOur company manufactures and distributes industrial lubricants in several states. We have 6 locations in 4 different states. Our sales and use tax process was tedious and time-consuming. Previously, we were manually updating sales tax rates in our ERP system and preparing our own returns, which involved lots of spreadsheets and took several days to file and complete. Avalara has improved our process with accurate tax rates and simplified our reporting process. It takes me less than 2 days to reconcile and approve all of our returns.,Avalara updates tax rates timely and accurately.
It will flag a transaction if you are using the incorrect exemption reason for various states.
The system breaks down the exact rates and amounts for each line item on the invoice.,Simplify the integration for certain ERP systems.
CertCapture often lags.,10,Simplified our process.
Notifies us of tax changes.
Provides useful tools for compliance.,7,Chempax,10,We have benefited from the certificate management and return filing.,Kalen ThompsonAvalara Crushes Tax2019-05-11T00:25:53.882ZTadano uses Avalara to calculate, remit sales tax, CertCapture, Voluntary Disclosure Agreements, and Historical Registration. We use Avalara in two different departments. The sales department manages CertCapture, while the accounting department manages all the other functions. Tax can be a very complicated topic. Avalara addresses the problem by having a one-stop shop for sale tax.,I have done a few voluntary disclosure agreements. Jamie Fox did a great job at helping us remit that tax.
Automatically remitting sales taxes to different governments.
Reporting and audits are now easier.,I personally have not had any issues with Avalara.,9,Avalara saves hundreds of work hours. I can spend time on other work instead of calculating tax.
Avalara pays our taxes for us. I do not have to go through the process.,8,SAP,9,We have not had to pay any interest or late payments since joining Avalara.,Vertex CloudReginald WassonThe Tax Help Needed for Non-Tax Specialists2019-05-11T00:15:01.003ZAvalara has become a saver of my time with tracking and filing sales and use tax, and managing exemption certificates. Having a large portion of customers exempt from tax, we needed the best way to not only track and manage our certificates, but also a way to reach out to our customers to collect their certificates. The CertCapture gives us a clear view of our certificates on file, and even when exposure is coming up with expiring certificates. The AvaTax side allows us to quickly reconcile and file our taxes on a timely basis. It also allows us to track exposure zones to make better decisions on when we need to start filing and remitting tax in a State or Jurisdiction.,Reports are easy to read and export for reconciliation with other systems.
Support teams are responsive and helpful.
CertCapture has made managing tax exemption certificates simple.,I have not experienced any Cons with Avalara at this time.,9,I have not had to hire a tax specialist.
It saves me time at the end of the month.,10,Intacct
Stripe
Company Owned Online Marketplace
Salesforce,9,Beyond the sales tax calculation, we also use the returns filing and the exemption certificate management. The certificate manager has been a big help with our resellers, non-profits, and educational customers. It gives us a clear view of exposure zones and helps track when certificates are set to expire, so that we can reach out to our customers for updated documents. The returns filings have been simple to set up and utilize. It saves me a lot of time each month where I can focus on some of the specialty taxes and other tasks instead of taking days out of the month to file each return myself.Catherine RoggenbuckAvalara Excise Tax Solution2019-05-10T21:54:44.697ZWe use the product to file state and federal tax returns. The business problem that it address for us, is to not make and support internal solutions and keep up with the EDI and form changes the states randomly makes.,Track changes, such as return data from month to month, or state-related changes, such as tax rates.
Easy to understand the logic to get transactions to the correct return.
Easy to get transactions into the system.
Easy to get data out of the system for ad-hoc reporting.,Some system enhancements / improvements seem to be based on programming ideas vs. user ease of use
Requesting help with a module can be lengthy and time consuming,10,For us, the biggest time saver was updating and maintaining a home grown system
It also saves us about 40 man hours a month in reviewing and approving the accountant returns,8,10Eddie EvansThe good, the bad and . . .2019-05-10T21:48:26.872ZCurrently, I am the primary user, with my manager as back-up. I do have plans to roll out the application to billing personnel in my company and to sales for tax calculation.,Calculate real-time sales tax for invoices.
CertCapture for managing my TEC's.
Transaction sales tax detail.,Local jurisdiction exemption certificates.
Avalara online university classes are not interactive and do not provide for practice applications.,9,I feel that I spend the same amount of time & energy on sales tax, but now my time is more on reconciling than getting data for returns filing.
I do believe that with time and learning this will improve, and also when we move forward with returns filing.,7,Solomon 2018
Field Service module,9,We are using CertCapture and will begin using returns filing in the immediate future.,CCH SureTaxKathleen GageCrush 19 Review2019-05-10T21:45:28.637ZAvalara is implemented in every sale. The system applies tax to all our invoices. Exemptions from our customers are applied in Avalara to apply to customer purchases. Avalara files all our returns and makes my job so much easier.,Keep up with tax regulations and changes
Filing returns
Correct tax on our invoices,Liability worksheet needs to have previous months adjustments to returns reflected to tie out accurately
No longer tie out to the penny to Avalara liability sheet due to changes made at time of filing that is never reflected in liability worksheet,10,I could use an assistant, but could not do my job without Avalara,Sage 100,10,We have tax calculation, returns filed, and exemption certificate management with Avalara.,Christine JalvingCertCapture2019-05-10T21:43:22.937ZCertCapture was used by the tax department, and our company just pushed it down to the whole organization this year. It helps to store and track our customer's resale certificate in a central place and provide support for tax audit purpose.
Some Problems:
Missing certificates.Improper certificate forms were used by the division.Incomplete certificates were accepted.Misplaced certificates.Out of date certificates.,We were able to track the number of missing customer certificates.
We were able to identify the acceptable certificate forms.
This product educated our division's credit manager enough to only accept the proper forms.,The automated and customized report is needed.,8,The time saved to obtain the resale certificate to support the tax audit.,7,AS400, a customized program written to fit our company.,8Michelle ChowAvalara sales and use tax software2019-05-10T21:23:47.461ZThe Tax Department utilizes Avalara for sales tax return compliance and exemption certificate management.,Accurately files tax returns.
Validates exemption certificates.
Customer support.,Legal entity management.
State tax rate update communication.,9,I no longer have to manage state and local tax rate changes and update them in my systems.
Tax return notice tracker and management are great.,8,Navision
Salesforce
Zuora,10,Managed return filing has assisted at previous employers with amended returns. We are currently assisting with exemption certificate validation and importing.,Daniel SummersAvalara review2019-05-10T21:10:50.190ZAvalara is being used by my clients and myself to prepare and file returns.,Tax code variations
Ease of use
State research,Phone service expertise needs to be elevated for tax practicioners
Accountant interface to see multiple clients at once needs to be further developed,10,Filing returns with efficiency and ease
Rate updates for multiple jurisdictions is accurate,10,QuickBooks
ERP software,10,I love the exemption certificate process and ease. I like that customers can be emailed to get exemption certificates from them.,Vertex CloudJennifer Kolterman, CPA, MSTI use Avalara and I'm not sure why everyone doesn't!2019-05-10T21:00:10.604ZWe use Avalara across our sales and accounting departments. Avalara integrates with our e-commerce platform to calculate, charge, and collect sales tax. It's helpful that Avalara knows the correct rates to charge for all products in all jurisdictions for all classes of customers. That information is then transmitted to our accounting staff to reconcile with our internal records. Avalara then files the necessary tax returns.,Determines tax rates for customers depending on that customer's exact ship-to location.
Files returns correctly and on time.
Tracks and uses customer supplied exemption certificates to determine a customer's taxability.,Avalara assumes that companies have IT support. Dumbing down some of their training would be helpful.,10,It has been very positive in that it has allowed us to be compliant in cases where we may not have otherwise had the resources.
The negative impact has been that some customers will shop elsewhere if other vendors do not charge tax.
The value of Avalara is immediate, as we don't have to hire people to do taxes.,5,Big Commerce
Prowess
Paywhirl,8,We use Avalara to manage the filing of many of our returns. We have engaged them to manage our exemption certificates but have not completed that integration. There are great benefits to letting them do the work.,Marc PetrineAvalara: A great resource for Sales Tax Compliance2019-05-10T20:20:16.111ZWe utilize the AvaTax and AvaCert system. The Avalara system is used throughout the company for verifying tax rates to taxing company transactions and processing of the Sales tax returns. We also utilize the certificate system to keep track of customers that have valid exemptions. The Avalra system saves the company many hours of manual calculations and time for processing monthly sales tax filings.,Avalara does a great job at processing returns timely
Avalara does a great job updating tax rates to make sure they are paid to the correct jurisdictions,Having a way to process construction use tax
Being able to balance the tax returns back to the General Ledger more easily,8,Makes it easier not to have to have a whole team of employees to process tax returns.,7,8,We utilize the managed returns filings and the exemption certificates. Both of the systems are great and saves our company a lot of time each month for sales tax compliance.David WeidenbornerBeginning, but Learning User2019-05-10T19:24:50.526ZWe currently use Avalara to calculate our online retail sales tax for our site orders for each of our merchant accounts. This is a product that we are using in our finance and IT department on site. The IT department monitors the orders that go through Avalara to make sure that the proper sales tax is being calculated. The sales tax team uses it to file and remit taxes after pulling month end reports.,Reporting
Working with the consumer
Keeping up with current tax laws and regulations,8,Helped with deciding which states we have nexus in after Wayfair.
Helped with being able to quickly pull all sales tax reports for certain states or clients.,10,Magento
Avetti,10,Have not implemented these products in our business, but I do think that the exemption and certification management would be very beneficial to the company.Jasmine GallimoreAvalara is a thumbs up2019-05-10T19:12:10.169ZCurrently using Avalara to calculate sales tax on orders. We also use CertCapture to store our certificates and communicate with our customers when they expire. We also use AvaTax to reconcile and file our returns for 12 states. Since we started using Avalara products it has made it easier to collect certificates and and be more accurate with collecting sales tax.,It is very easy to pull up certificates when needed
The filing process is much quicker,Support is one of the biggest issues in Avalara. Contacting support usually takes about 45 minutes to an hour.,8,The filing process has been shorter now that we have Avalara.,8,8,We have benefited from Avalara's variety of products. I work mainly with CertCapture and it makes it very easy to respond to customer questions when sales tax is calculated or not calculated,Arlin DeLaMoraAvalara Fun 2019!2019-05-10T17:48:15.308ZWe use AvaTax to calculate sales tax on several of our websites. We use this inforamtion to pay sales and use tax to our nexus states.,Calculate sales tax
Provide complete reporting.
Easy to use functionality.,I would love a way to keep track of transaction key changes. Currently, we are having an issuing managing it and the individuals change it are not keeping track. If the change happens can we receive an email with the new key code.,10,The ease of AvaTax allows me to quickly make changes on the fly or troubleshoot issues.
Reporting is very easy.
The Nexus study has been so beneficial to our team, I am excited to start uploading more data to keep track on the compliance map.,10,Magento
Avetti,10,We have not benefited from these capabilities, but they are in the works. We are currently looking into exemption certificate management. Once we update our ERP system we will be looking into the managed returns filings.,CCH SureTaxTiffany StewartIt's all about the partnership!2019-05-10T17:20:55.959ZThe Tax Department currently uses AvaTax.,Simplifies the collection of tax exemption certificates.
Creates an organized archive for tax exemption certificates.
Allows customers the opportunity to create and submit tax exemption certificates.,Creating an interface with Mincron (ERP).,10,CertCapture reduces the amount of resources that have to be devoted to the TEC acquisition effort.
Valuable preparation when organizing for a state audit.,10,Mincron,10,We are in the process of acquiring CertCapture. The program will be a great benefit to our current TEC management system driven by Excel.John RebescherAvalara is worth considering for your business2019-05-10T16:50:22.217ZAvalara is used by the Accounting/Tax Department. We use it to streamline our sales tax filing obligations.,Streamlines sales tax process with electronic filing and includes paper filing
Makes payments of sales tax simple
Stores or tracks unused sales tax credit,Provide more specific support for companies that require API to connect their ERP system to Avalara
Provide more advance notification and training for changing AvaTax platform,8,It has cut down a lot of administrative time for filing tax returns.
It has significantly helped with calculating correct sales tax rates, verifying sales tax rate, and answering sales tax rate questions from a customer.,7,e-PIC,8,We use the managed returns filing but not exemption certificate management.Yolie Nguyen
Unspecified
Avalara
337 Ratings
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