Overview
What is Avalara?
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.
Avalara helps a lot!
Avalara Review
So much potential and such disappointing customer experience
Using Avalara Software has been Great for our Company
Satisfied Customer
Indirect Tax
Avalara is great for small businesses
Avalara is what you need for Sales Tax.
Great!
Unforunately no real benefit
Avalara - My Evaluation
The good, the bad and . . .
My professional advice is to try to find an alternative to Avalara!
Tax compliance - Avalara
How Avalara Differs From Its Competitors
Systems Integrated With
Additional Capabilities
Additional Capabilities
In my current job, our indirect tax team uses Cert Capture.
Additional Capabilities
Additional Capabilities
Avalara Business Impact
Additional Capabilities
Additional Capabilities
Avalara Business Impact
Avalara Marketplace
Avalara Business Impact
Avalara Marketplace
Additional Capabilities
Additional Capabilities
Systems Integrated With
Additional Capabilities
Additional Capabilities
Avalara Business Impact
Systems Integrated With
Avalara Business Impact
Avalara Business Impact
Avalara New Lines of Business
Avalara Marketplace
Additional Capabilities
Additional Capabilities
Systems Integrated With
Additional Capabilities
Avalara Business Impact
Additional Capabilities
Systems Integrated With
Avalara Business Impact
Avalara New Lines of Business
Avalara Marketplace
Awards
Products that are considered exceptional by their customers based on a variety of criteria win TrustRadius awards. Learn more about the types of TrustRadius awards to make the best purchase decision. More about TrustRadius Awards
Popular Features
- Sales and Use Taxes (294)8.989%
- Tax Exemption Processing (201)8.383%
- Tax Data Reporting (247)8.383%
- 3rd-Party Software Integrations (222)8.080%
Reviewer Pros & Cons
Pricing
Entry-level set up fee?
- Setup fee optional
Offerings
- Free Trial
- Free/Freemium Version
- Premium Consulting/Integration Services
Starting price (does not include set up fee)
- $21 per month
Product Demos
Avalara AvaTax Demo
Features
Type of tax
A list of the different types of taxes that can be filed using tax compliance software.
- 8.9Sales and Use Taxes(294) Ratings
Software is capable of calculating and filing sales and use taxes.
- 8.3Cross-border Taxes(64) Ratings
Software is capable of calculating and filing taxes, such as customs, across countries.
- 7.7VAT / GST Taxes(55) Ratings
Ability to calculate and manage VAT and GST taxes.
- 8.5Energy and Fuel Taxes(25) Ratings
Ability to calculate and manage energy and/or fuel taxes.
Tax Reporting & Compliance
Activities relating to tax filing, reporting, document management, and exemption certificate processing.
- 8.7Geolocation for Tax Assessment(167) Ratings
Ability to use geolocation, which is more precise than zip codes, for mapping taxes to specific jurisdictions.
- 83rd-Party Software Integrations(222) Ratings
Pre-built integrations with various systems such as ERP, ecommerce, CRM, invoicing and billing, accounting, and procurement applications.
- 8.3Tax Data Reporting(247) Ratings
Ability to export transaction data for tax filing.
- 8.3Compliance Administration Management(191) Ratings
Ability to facilitate tax preparation, filing, and tax remittances across local, state, and federal jurisdictions.
- 8.3Tax Exemption Processing(201) Ratings
Ability to generate, track, exemption certificates from sales invoices.
- 8.1Tax Document Management(192) Ratings
Collection and storage of tax documents, especially exemption certificates, and ability to retrieve them to use for tax audits.
- 7.4Complex Tax Scenario Management(127) Ratings
Ability to automate handling of tax holidays and other anomalies.
Product Details
- About
- Integrations
- Competitors
- Tech Details
- Downloadables
- FAQs
What is Avalara?
Avalara Features
Type of tax Features
- Supported: Sales and Use Taxes
- Supported: Cross-border Taxes
- Supported: VAT / GST Taxes
- Supported: Energy and Fuel Taxes
Tax Reporting & Compliance Features
- Supported: Geolocation for Tax Assessment
- Supported: 3rd-Party Software Integrations
- Supported: Tax Data Reporting
- Supported: Compliance Administration Management
- Supported: Tax Exemption Processing
- Supported: Tax Document Management
- Supported: Complex Tax Scenario Management
Additional Features
- Supported: Centralized tax management: Unifies sales and use tax calculation, document management, and returns preparation.
- Supported: Integrations: AvaTax connects with more than 700 prebuilt integrations to connect with accounting, ecommerce, POS, and other systems, plus an advanced API.
- Supported: Cloud-based: A software-as-a-service solution, AvaTax updates take effect as soon as they are deployed, helping to ensure the most current information is used.
- Supported: Exemption management: Certificates from vendors are stored electronically for access and to track expiration dates. Automatic renewal requests are sent out before certificates expire.
- Supported: Returns filing and remittance: Returns preparation and remittance in multiple jurisdictions. Avalara Returns can track and manage due dates and payment requirements, enabling users to pay returns with a single source of payment.
- Supported: Lodging: Lodging tax for hotel or rental property are managed with a solution that plugs into reservation software to deliver lodging tax calculations in real time as well as preparation, filing, and remittances of lodge tax returns.
- Supported: Communications: Tax calculations are delivered on an array of communications transactions by directly connecting to a current billing or ERP system, or to an in-house build via API.
- Supported: Beverage Alcohol: Simplified regulatory compliance for suppliers, distributors, and retailers in the beverage alcohol industry.
Avalara Screenshots
Avalara Video
Avalara Integrations
Avalara Competitors
Avalara Technical Details
Deployment Types | Software as a Service (SaaS), Cloud, or Web-Based |
---|---|
Operating Systems | Unspecified |
Mobile Application | No |
Avalara Downloadables
Frequently Asked Questions
Comparisons
Compare with
Reviews and Ratings
(719)Attribute Ratings
- 9.2Likelihood to Renew26 ratings
- 8Availability8 ratings
- 8Performance8 ratings
- 8.1Usability404 ratings
- 5.6Support Rating18 ratings
- 7.3Online Training3 ratings
- 8In-Person Training2 ratings
- 6.4Implementation Rating197 ratings
- 5Configurability5 ratings
- 8Product Scalability7 ratings
- 5.1Ease of integration11 ratings
- 7.9Vendor pre-sale8 ratings
- 1.1Vendor post-sale8 ratings
Reviews
(1-25 of 412)Thank You for Helping Us Track Nexus!!
- Uploading bulk transactions
- Storing exemption certificate information
- The sales rate locator tool
- I wish I could go in and look at transactions with more filters, i.e. Customer name, description, etc.
- I wish the map would keep the states highlighted once you've triggered Nexus. Instead, the states recently-triggered disappear once you register them.
- I would really like to be able to select any state - at any given time - and see what our "dollar amount" is in that state, regardless of whether or not we are near triggering in that state.
Avalara helps a lot!
- Calculating sales tax
- Keeping track of exemption certificates
- Tracking nexus
- Customer service reps knowledge
- Response times when issues arise
- Communication
Avalara Review
- Calculate Sales Tax
- File SST returns
- Research
- UI is not very intuitive
- Reports are not customizable
- Hard to find features without googling them
So much potential and such disappointing customer experience
- The integration with QuickBooks online works well.
- The automated filing of reports is convenient.
- Their software is very poor. It is obvious that they have acquired multiple companies and services and cobbled them together in a way that makes very little sense to the user. There is no real central starting point that will allow you to access all of the various features and services. We regularly encounter website failures and login failures and messages saying it can't do something right now. It is very frustrating.
- We were oversold services that we didn't need and advised to register in states that we didn't need to register. We actually had a state call us and ask us to please not register because we would be filing zero dollar returns forever. But Avalara insisted that the "most compliant" thing to do was to register. We ended up deregistering in multiple states.
- The biggest issue is customer service. The front line support when you open tickets rarely has the competence to understand your issue or problem. And the response times can be very slow. We have had two account managers and both were not very responsive. We had some really big issues that finally got escalated to their Customer Excellence team after we left a negative review online. But then that issue got all the way to being promised a resolution from management the next day and then they disappeared. We have been trying to get another response on that issue for an entire month and can't even get a reply. Which is why I'm trying another public review since that seems to be the only thing that gets their attention.
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.
Using Avalara Software has been Great for our Company
- Calculating Sales Tax Precisely based on the Sales Transaction Data
- Applying Exemption Certificates to transactions accurately
- State filings completed accurately and timely and will resolve any issues with the state for any filing.
- Sales Tax can be very tricky when you have a variety of product that is sold in any given state. The exact same item may be taxed in one state and not in another. We have identified the tax codes associated with each product and Avalara tax software will handle the rest on being able to determine whether the item should be taxed or not in any given state.
- The search tool in the transactions does not work great. Once you review a transaction, the search critera is deleted and your results are removed causing you to enter the search critera in the fields again. This can be annoying when you are trying to review multiple transactions in the same search results.
- Live metrics where we can see how much we have consumed of Avalara services based on our contract.
- Being able to create custom reports. This would make some reports easier to navigate through only the information that I'm needing at that moment and not having it buried with all of the other data in the report.
One experience that sticks out is we had a filing with a state where the state had come back to us and said our filing was incorrect and that we owed a large sum to them for that month being reported. Avalara was aware of the situation and took care of it quickly. I never had to worry once I knew that one of Avalara tax professionals was assisting in the matter. It was nice to know we could focus on other things within our company while knowing Avalara had this handled.
I do not have a scenario where it is less appropriate because we purchased everything that is well suited for our company.
Satisfied Customer
- Processing Returns Promptly
- Calculate Sales Tax properly
- Track Nexus
- Handling Tickets
Indirect Tax
- AvaTax - Sale and Use Tax returns filing
- TTR Research Tool
- Cert Capture
- Webinars
- Customer Support
- Technical Support
- Reference materials
- Add the Batch Import ID in the canned reports.
- Based on my experience, I was assigned by a junior tax preparer. I suggest giving more experience.
- Create a reconciliation report for prepayments, especially if there are a lot of roll-forward balances.
- More compatible settings with the order management platform. We had issues with the Kibo platform connecting with AvaTax in the past.
Avalara is great for small businesses
- customer service is excellent
- training is excellent - so many opportunities to learn about tax compliance
- Avalara provides so many services to help the small business with tax compliance
- Personal customer service communications is a bit difficult unless you have an account manager that works with your company
Avalara is what you need for Sales Tax.
- Report is easy to understand
- Easy access to data for audit purposes
- Filing on time
- Free webinars are the best.
- We need Avalara to let us know why state has accrued sale tax
- Is it possible to ask Avalara reviews our account to see what we are missing such as registration, filing frequent, etc...
Account manager will follow up with us if we need to upgrade our renewal.
Please continue to provide free webinars.
Great!
- Sales Tax
- Nexus alert
- Customer service
- Use tax
- Explaining nexus
- Providing information about sales tax nexus for states without paying for a full analysis
Unforunately no real benefit
Avalara - My Evaluation
- We can save all the exemption certificates for each state for a particular customer
- Avalara can provide you with notification in advance if the Sales Tax exemption certificate is expiring, or we can download the report
- It also has a option, where you can check for which commodity and state which tax code to use and what is the percentage of tax
- The invoices that are created in Avalara don't sync back to Intacct, not sure if that is the set up issue
- Even though most of the state tax filing is 20th of every month, Avalara locks any modification on the 10th of each month, can this be extended to the 15th of each month..... to avoid doing any manual modification and to keep track of it
The clients with one entity and commodities or nature of business (Non profit organization) where sales tax is not applicable. It doesn't suit.
The good, the bad and . . .
- 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.
My professional advice is to try to find an alternative to Avalara!
- Determination as to sales tax applicability in states and localities, although, in my opinion, they have provided incorrect information in some instances.
- If you’re able to get the state set up properly, filing of sales tax returns as required
- 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.
Tax compliance - Avalara
- Provide the state wise tax collection report.
- Easy to file
- Apply SST number for newly added tax State need to provide or fill all details again and again, you can assist us if the profile available data is already filled with the relevant field
Help for a normal person to fulfill sales tax obligations
- Takes a lot of data and condenses on tax returns
- They are continually trying to improve
- The support ticket system being in another country does create difficulty in language barriers at times.
- Tracking for tickets does not exist once the ticket is closed, so unable to see historical tickets.
- Price is a high for smaller users.
Rearview Mirror Look at Avalara
- Sales exemptions can be applied quickly allowing us to remove sales tax from orders efficiently.
- The available reports make monthly reconciliation more streamlined.
- Transaction details clearly display exact tax rates per line item.
- Account managers change frequently. More longevity would be helpful.
- Developing training for beginner users that makes no assumptions about the users prior knowledge would be advantageous. I was overwhelmed when I began learning how to use Avatax, do monthly recons, troubleshoot, add exemptions, monitor changing thresholds, how to register, set up returns, etc.
Avalara will get the job done
- Correctly calculates sales tax
- Informs us when we have approached or passed economic nexus in states we are not registered
- provides the detail behind the calculations and provides charts that indicates what is taxable and what is not in various states.
- As Avalara is connected to the invoicing system, it cannot be used for cash basis reporting
- Would like to see it reference our system invoice names on the summary screens (currently have to click through to the transactional level to see it)
Avalara helps save time and admin costs
- Calculate Sales Tax
- Managing Certificates
- Improving the Communication when dealing with tax notices
Avatax, make your sales tax headache easier.
- Estimate sales tax
- compile sales tax needed to remit sales tax return
- tracking different taxable items
- keeping track of resale certificates
- Communicating changes in states needs like codes used
- Sometimes emails are vague and I don't know if I need to make a change on my end somewhere.
- The initial setup was unclear. There are some people who were exceptionally helpful like Roger Ingalsbe and some who were not helpful at all.
Easy to Use and Navigate
- Filing returns for our business
- Calculating sales tax
- Automate tax compliance
- Notify us of any tax changes/updates
- Stores tax certificates
- Provide better pricing
Avalara Works!
- Calculate Detailed Sales Tax
- Submit Returns
- Awesome Tech Support
- It is expensive, but is worth it.
- Their Sales Team runs from Excellent down to Inattentive (The inattentive one seems to have moved on)
- Quoting for help seems high.
Great Time Saving Tool
- Tax Calculations is a great tool to allow us to inform the customer of tax amount prior to billing.
- CertCapture does a great job of organizing our Certificates.
- Tax Returns are simple to set up and process.
- CertCapture could have a more user-friendly method for reports.
- Would be great if there was more user friendly options for validating certificates.
- Uploading Customers and Certificates could be more user friendly.
Use Avalara and stop torturing yourself
- Correct tax rates charged to customers based on rate changes automatically
- Applies sales tax holidays which skips tax being charged on specific dates
- Tracking of exemption certificates and reporting on ones expiring soon so you can get ahead of the expiration and not have any gaps
- New exemption tool not as robust as previous version - cert capture
- Support can be frustrating sometimes and not give helpful answers.
- Passwords from business license should connect in Avatax so you don’t have to track twice and update in both places when you make changes.
- Website has been crashing a lot lately and we aren't able to log on.
- calculates tax for every single invoice in a matter of seconds
- Only reply by emails.
- They never pick up a phone to call.
- The don't forward emails to the proper person to handle
- Introduce the employees to a phone.
- Assign a specific "account manager" for a customer to email for help
- Have a real phone that you actually answer at your main office (if you even have a "main office")
Complained about them needing to call on a phone and was told "we don't call anyone and doubt any other large company would place a phone call either" to help me with the initial install