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Avalara Reviews and Ratings

Rating: 8.6 out of 10
Score
8.6 out of 10

Community insights

TrustRadius Insights for Avalara are summaries of user sentiment data from TrustRadius reviews and, when necessary, third party data sources.

Pros

Accurate Tax Calculations: Users have praised Avalara for its ability to calculate sales tax rates with precision, down to specific addresses and local jurisdictions. This feature ensures the correct tax amount is applied in each transaction, increasing accuracy and compliance for businesses.

Efficient Exemption Certificate Management: Customers find CertCapture to be a valuable tool for managing exemption certificates effectively. By organizing and storing these certificates efficiently, Avalara simplifies the process of ensuring compliance with tax exemption regulations.

Timely Sales Tax Returns Filing: Reviewers highly appreciate Avalara's timely and accurate filing of sales tax returns. The seamless process helps businesses stay compliant with tax regulations and reduces administrative burdens associated with tax compliance tasks.

Reviews

477 Reviews

Avalara Simplifies Tax Returns

Rating: 9 out of 10
Incentivized

Use Cases and Deployment Scope

We use Avalara AvaTax for sales tax filing and compliance. We use the exemption certificate management. We also used Avalara track1099 for filing and mailing. The product helps us maintain compliance and educates us on nexus as well as helps keep historical data of our sales per state. The exemption certificate management helps us validate certificates and keeps track of expirations.

Pros

  • I wanted to share how much I appreciate using Avalara AvaTax. It provides great peace of mind knowing that our tax returns are consistently filed on time without any issues.

Cons

  • We had a problem after the Shopify for Avalara app updated in January. During our integration meetings, we were not told about any configuration changes that would impact the tax calculation logic for these orders.
  • This caused major tax calculation errors on orders from exempt customers, negatively affecting our customers experience and requiring our team to correct them immediately.
  • We believe that better preparation and more proactive communication from Avalara regarding necessary updates and their potential impact on configuration settings would have ensured a smoother transition.
  • It's sometimes challenging when I receive responses outside of normal business hours, as it can delay issue resolution.

Likelihood to Recommend

We have seen tremendous benefits from using Avalara AvaTax, especially in managing our returns. I particularly appreciate the nexus map feature, which is very helpful for tracking our obligations across different states. Overall, Avalara has provided excellent support in maintaining tax compliance. We have also utilized the VDA (Voluntary Disclosure Agreement) program for states where we previously were not aware of our filing requirements, which has been extremely valuable.

Vetted Review
Avalara
2 years of experience

Avalara Review.

Rating: 8 out of 10
Incentivized

Use Cases and Deployment Scope

I work in the corporate office, where we handle sales and use tax for over 50 different companies. We utilize Avalara for tax calculations and storing exemption certificates for all of our business units. Each business unit has unique circumstances when it comes to taxation, and we have been able to set up custom rules for each one. This enables us to calculate accurate tax amounts on all our invoices.

Pros

  • Exemption certificate storage.
  • Pulling Tax Rates.
  • Compiling Research.

Cons

  • ECM autofill can be much slower than CertCapture.
  • ECM autofill sometimes puts the wrong region then won't let you change it manually.
  • There are occasionally duplicated/missing invoices in the sales tax data.

Likelihood to Recommend

I find Avalara well-suited in the majority of situations when it comes to tax calculation. The only issues we run into are with more complex tax situations. It may be less appropriate for invoices that have significant variability that affects taxability. For example, if there is a business that sometimes is an installer and other times is not, there may need to be different tax codes set up for each situation. This requires the users to know how tax needs to be charged in different situations, rather than having Avalara do this automatically.

Vetted Review
Avalara
1 year of experience

Avalara is a Game-Changer for Automated Tax Solutions

Rating: 9 out of 10
Incentivized

Use Cases and Deployment Scope

We use Avalara for all our monthly sales tax filing. We reconcile our sales tax and sales using Avalara reports. Avalara helps us keep sales tax as efficient and accurate as possible, maintaining around 40+ sales tax returns for us each month. We also use the exemption certificate management. This helps us in maintaining exemptions certificates for invoicing. Having an API that communicates with Avalara helps in reducing invoice processing times and creates more accurate sales tax charges to customers.

Pros

  • Sales Tax Knowledge
  • Customer Service
  • Exemption Certificate Management
  • Hosted Seminar/Webinars

Cons

  • More informative User Guides for Self help
  • More Sales Tax Topic Seminars/Webinars by state.

Likelihood to Recommend

Avalara's best use is monthly sales tax prep. The ease of use with an API to process and charge sales tax makes not only the sales tax prep quick and easy but also helps in accurate and timely invoicing.

I think Avalara's help with tax notices and issues with individual states can sometimes be hard to deal with.

Vetted Review
Avalara
3 years of experience

Avalara review

Rating: 8 out of 10
Incentivized

Use Cases and Deployment Scope

We use it for our retail sales across the country and the proper calculation of that sales tax. We also use the Exemption Certificate Mgmt for the entities which claim tax exemption status. Lastly, we use it for 1099 purposes.

Pros

  • Calculates proper sales tax amounts on invoices within NetSuite
  • Helps us manage our w9s for 1099 purposes
  • Calculates proper sales tax amounts on invoices within Shopify

Cons

  • Speed of assessing Exembption certificates validity
  • Connectivity of ECM with NetSuite and notification of approval without having to go into a separate system.
  • Speed of answering tickets
  • Ease of answering tax exempt questions without having to add Avi bot subscription

Likelihood to Recommend

It's well suited in our ERP providing all the appropriate ship to information is given. Not great if the customer is exempt.

Vetted Review
Avalara
2 years of experience

Avalara at ClickBank

Rating: 10 out of 10
Incentivized

Use Cases and Deployment Scope

We use Avalara at ClickBank.com to ensure we correctly calculate sales/use tax and VAT on all of our worldwide sales. We know Avalara has up-to-the-minute correct data to ensure the right rate is used for the product destination.<div>at the right rate for the goods and services we sell</div>

Pros

  • US sales/use tax calculation
  • US sales/use tax compliance
  • Prompt response to state tax notices

Cons

  • VAT compliance integration of sales data
  • Ensuring that the client selects the correct “where we sell” information in AvaTax

Likelihood to Recommend

Avalara is well suited for the e-commerce community

Avalara review for multiple products

Rating: 10 out of 10
Incentivized

Use Cases and Deployment Scope

Avalara is being used across the whole organization. Since nexus, the company is registered in about 40 states and remits sales and use tax to multiple jurisdictions.

Pros

  • Calculates tax correctly for the jurisdiction
  • Generates reports that help the reconciliation to ERP system
  • Automates calculation and remittance of use tax
  • Helps in sales tax registration and state notices for sales tax
  • If you filing enough state returns for each jurisdiction
  • Help if your product are taxable in diferent states

Cons

  • Use tax could be improved with more reports
  • Hard to change a return once it is approved and filed
  • Price is high for each transaction and return filed monthly
  • In audits from Texas and other states
  • Comfortable in sales tax compliance in all states

Likelihood to Recommend

Suited for regular sales tax calculations across the world. Use tax for construction projects in other states is difficult to calculate. The best software to help the company be compliant in sales tax

Better Than Most

Rating: 7 out of 10
Incentivized

Use Cases and Deployment Scope

We use CertCapture/ECM used to store customer certificates. We have nearly 500 k tax documents which would be hard to maintain and organize within a shared folder or other document repository. It allows us to track expiration dates and quickly respond to tax audit requests.

Pros

  • Reporting
  • Exporting/download options

Cons

  • Customer support. When a ticket is submitted we receive an unrelated generic response that we have to push back on and then the ticket is assigned to someone to research. At that point it usually requires another level of escalation before we start to get progress.
  • The switch from CertCapture to ECM has lost critical functionality.
  • The sales representatives are not knowledgeable about the products, features, or timelines for rollouts.

Likelihood to Recommend

Organizes tax documents well and strives to provide a user friendly experience with the system. Support systems need improvement.

Vetted Review
Avalara
5 years of experience

Sales and Use Help.

Rating: 9 out of 10
Incentivized

Use Cases and Deployment Scope

In our company, we have a diverse set of products and services with complicated taxability. It would be a full-time job to assign the proper tax codes to each item or service and remit to each state. Avalara makes this process very simple and reduces the time spent each month to an hour or two instead of a week spent manually calculating.

Pros

  • Remitting the proper tax to the correct cities, counties, and states.
  • Suggesting the proper tax codes for products.
  • Responds promptly to address any issues that arise.

Cons

  • More diversity when it comes to products in taxability section.
  • Explanation of various reports and why they are useful.
  • Explanation of all categories that come with the subscription package.

Likelihood to Recommend

Avalara is a great addition to an organization if you are spending more than an hour calculating monthly sales and use tax submissions. They accurately pull your data and have found areas of issue that we didn't know existed, saving us money in the long run instead of discovering in an audit.

Avalaras AvaTax Review.

Rating: 9 out of 10
Incentivized

Use Cases and Deployment Scope

When the Supreme Court ruled in favor of SD, in the South Dakota v. Wayfair case in 2018- we knew our company would not be able to comply with state sales tax without a tech solution. After looking at a lot of options, Avalara was the only option that made sense for us.

Pros

  • Timely updates to reflect legislative changes.
  • Robust system that covers more than expected.
  • Great tech solutions that cover a multitude of areas.

Cons

  • Customer service.
  • ECM automation that was removed from TTR.
  • Stop trying to upsell so hard.

Likelihood to Recommend

Avalara is great in the sales tax area, 1099s, and their property tax solution is also great. Their exemption certificate solution is good, and the fact that it is connected to the sales tax solution is very convenient. However, when Avalara acquired TTR, they removed the automation to seemingly provide an upcharge service to do the certificate review for you.

Vetted Review
Avalara
7 years of experience

Avalara Used in the Manufacturing Industry.

Rating: 8 out of 10
Incentivized

Use Cases and Deployment Scope

We use Avalara to compute the sales tax on our invoices, including our e-commerce platforms. We also use it to collect and maintain exemption certificates and to file some of our more tedious sales tax returns on our behalf.

Pros

  • Automating the exemption certificate process.
  • Computing and applying sales tax to transactions accurately and accurately.
  • Filing sales tax returns.

Cons

  • Better customer support.
  • Pricing

Likelihood to Recommend

I think it does a great job ensuring our sales tax is charged accurately, and I love the time we will save once our exemption certificate management software is fully up and running.

Vetted Review
Avalara
4 years of experience