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Avalara

Avalara

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.

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Recent Reviews

Avalara Review

7 out of 10
February 29, 2024
Incentivized
We use Avalara to track our sales tax eligible sales and calculating the correct amount of sales tax that should be charged and remitted …
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Indirect Tax

9 out of 10
December 05, 2023
Incentivized
I played a pivotal role in implementing AvaTax at Alchemee. I used to manage the system. We filed our US and Canadian returns through this …
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Great!

10 out of 10
December 05, 2023
Incentivized
We use Avalara for our sales tax compliance. Avalara is excellent at tracking the data necessary to fill out the sales tax returns. We …
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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

View all 11 features
  • Sales and Use Taxes (295)
    8.8
    88%
  • Tax Exemption Processing (201)
    8.3
    83%
  • Tax Data Reporting (248)
    8.3
    83%
  • 3rd-Party Software Integrations (223)
    8.0
    80%

Reviewer Pros & Cons

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Pricing

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Entry-level set up fee?

  • Setup fee optional
For the latest information on pricing, visithttps://www.avalara.com/us/en/products/…

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services

Starting price (does not include set up fee)

  • $21 per month
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Product Demos

Avalara AvaTax Demo

YouTube
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Features

Type of tax

A list of the different types of taxes that can be filed using tax compliance software.

8.1
Avg 8.4

Tax Reporting & Compliance

Activities relating to tax filing, reporting, document management, and exemption certificate processing.

8.1
Avg 8.4
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Product Details

What is Avalara?

Avalara helps to make tax compliance faster, easier, more accurate, and more reliable for 30,000+ business and government customers in over 90 countries. Tax compliance automation software solutions from Avalara leverage 1,200+ signed partner integrations across ecommerce, ERP, and other billing systems to power tax calculations, document management, tax return filing, and tax content access. Visit avalara.com to learn more.

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

Screenshot of Screenshot of Screenshot of Screenshot of Screenshot of

Avalara Video

Why Avalara?

Avalara Technical Details

Deployment TypesSoftware as a Service (SaaS), Cloud, or Web-Based
Operating SystemsUnspecified
Mobile ApplicationNo

Frequently Asked Questions

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 starts at $21.

Vertex, Sovos Intelligent Compliance Cloud, and Thomson Reuters ONESOURCE are common alternatives for Avalara.

Reviewers rate Sales and Use Taxes highest, with a score of 8.8.

The most common users of Avalara are from Mid-sized Companies (51-1,000 employees).
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Comparisons

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Reviews and Ratings

(720)

Attribute Ratings

Reviews

(1-25 of 250)
Companies can't remove reviews or game the system. Here's why
Meredith Poore Harold, Ph.D. | TrustRadius Reviewer
Score 1 out of 10
Vetted Review
Verified User
We used Avalara to track, file, and remit state and international sales taxes.
  • Initial onboarding through sales team
  • Sales tax advice during onboarding
  • Automation of calculating sales tax
  • Customer service
  • Helping customers ensure errors don't occur
  • Answering questions or emails
I've honestly never paid SO MUCH for a service and received such terrible customer support. Not only could I not get ahold of anyone to help me for months on end to answer basic questions, but they have no systems for catching errors, whatsoever. I've switched to Galvix, and while I knew Avalara was screwing things up, I didn't realize just how badly they were screwing things up until another tax expert audited what they were doing for me.
Overall, they're very strong in sales and securing your contract, but very weak in actually executing the contract. You'll be wowed in month one, but continually disappointed after that.
March 04, 2024

Avalara helps a lot!

Score 10 out of 10
Vetted Review
Verified User
Incentivized
We file sales tax returns in almost all taxable states. Avalara files our returns. We also use CertCapture and TTR.
  • Calculating sales tax
  • Keeping track of exemption certificates
  • Tracking nexus
  • Customer service reps knowledge
  • Response times when issues arise
  • Communication
Sales tax if set up properly is calculated perfectly. CertCapture works great most of the time but there are some issues with certificates not being applied or being applied. Issues with single-use certificates.
Todd Knowlton | TrustRadius Reviewer
Score 2 out of 10
Vetted Review
Verified User
Incentivized
We use Avalara Avatax to collect and remit sales tax. We sell to customer nationwide so we have economic nexus in states other than our own. We have an subscription to their Tax Research product as well.
  • 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.
The best I can do is a two. Our experience has been so bad, the software is not good in lots of respects, and the customer service people are either too overwhelmed with people with issues that they can't respond or they just don't care to respond. And the services come at a premium price. So you would think we could at least get a response.

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.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Avalara has provided excellent service in helping us setup each state we have nexus in for sales and use tax. Since the time of getting are accounts setup with each state, we now use Avalara for calculating sales and use tax, housing exemption certificates, and filing returns. The calculating sales and use tax is amazing, we do not have to worry about whether or not we have received and are collecting sales tax based on the most recent updates from each state. Avalara has incorporated into their system the ease of handling these tax updates for each state. Certcapture, which helps with the exemption certificates, works great and seemless with Avatax and helps us manage all of our exemption certificates, let's us know when we need to collect new certificates from our customers, and determines whether or not the customer reason of exemption is valid for each state. <br><br>We have sales all around North America and managing each state would require many employees to stay on top of managing sales tax in each state. We are able to have two employees that use only maybe 20 percent of their time in managing all of our transactions in Avalara.<br><br><br><br><br><br><br><br>
  • 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.
It's hard to pick certain experiences because each month we have used Avalara it has provided a great experience and has been well suited for us. We have only one individual that reviews the sales and use tax on a monthly basis to ensure everything is ready to be filed and nothing seems out of the normal. If we did not have this software, this step alone would be extermely time consuming and even may require two people if not one.

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.
December 05, 2023

Indirect Tax

Score 9 out of 10
Vetted Review
Verified User
Incentivized
I played a pivotal role in implementing AvaTax at Alchemee. I used to manage the system. We filed our US and Canadian returns through this platform. In my current role at Infineon as a Tax Manager, the Indirect tax team uses your Avalara Cert capture and TTR Research tool.
  • 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.
Compatible settings with the order management platform. We had issues with the Kibo platform connecting with AvaTax in the past.
Score 8 out of 10
Vetted Review
Verified User
Incentivized
We use it to calculate the sale tax on invoice, to reconcile transaction for accounting purposes. <br>Only small problem we are running into is who is responsible to update the file frequently. We do receive quite a few letters regarding not filing in time and we are being charged interest and penalties.
  • 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...
Backfilling and follow up email to update status.
Account manager will follow up with us if we need to upgrade our renewal.
Please continue to provide free webinars.
December 05, 2023

Great!

Score 10 out of 10
Vetted Review
Verified User
Incentivized
We use Avalara for our sales tax compliance. Avalara is excellent at tracking the data necessary to fill out the sales tax returns. We have considered using them to submit our returns for us as we are continuously growing. We learned more about sales tax reporting through Avalara and Avatax.
  • Sales Tax
  • Nexus alert
  • Customer service
  • Use tax
  • Explaining nexus
  • Providing information about sales tax nexus for states without paying for a full analysis
Avalara is great if you have NetSuite and want your sales tax data tracked well. The use tax with NetSuite doesn't work as well as the sales tax, you have to click certain settings to just always track certain vendors. It would be great if it could somehow scan details to determine if use tax is necessary or not.
September 30, 2023

Avalara - My Evaluation

Score 10 out of 10
Vetted Review
Verified User
Incentivized
It's used for calculating taxes for various commodities. It can be interfaced with Sage Intacct, and the invoices created in Intacct can be interfaced with Avalara with taxes, where we can download the report and reconcile it weekly. Many other options are also available.
  • 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 client, which is having multiple entities, maximum commodities, exemption certificates for each of the state for each of the customers, auto filing sales returns, Avalara interfacing with other applications is the best experience and well suited for most of the industries.

The clients with one entity and commodities or nature of business (Non profit organization) where sales tax is not applicable. It doesn't suit.
September 29, 2023

The good, the bad and . . .

Kathleen Gage | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User
Incentivized
Currently, 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.
Avalara does a great job with usual sales tax calculations, but it needs a bit of improvement in trickier or unusual sales tax calculations/exemptions.
Score 1 out of 10
Vetted Review
Verified User
Determination if sales tax is in applicable in a particular state and/or locality. Also, file sales tax returns in all states applicable. Theoretically, use the product for various other questions related to sales tax, however, that has not worked that well.
  • 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.
Multi state sales tax returns. I think the software is pretty good although it’s not intuitive. I found it takes some time to get used to using and you’re pretty much on your own. In my experience, they will not give professional advice. However, sometimes I think there is such a fine line that it is indistinguishable and, in my experience, they lead you right up to that line and then just stop.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
The company uses Avatax integrated with invoicing software to calculate sales tax in 20 different states. Avalara also files the returns and makes the prepayments as needed.
  • 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 integrates well with the two ERP systems currently in use and is suitable for all invoicing needs.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
Our Company onboarded with Avalara at the bottom of 2019 because of the South Dakota vs. Wayfair decision. The decision was that even though our Company did not have a physical presence in a specific state, economic nexus laws were passed allowing states to impose sales tax obligations to charge out of state sales tax. Avalara provided a way for us to set up our customers who purchase outside of our state as tax exempt in their state in order to purchase goods without having to pay sales tax. There are currently 46 states who have economic nexus and Avalara has made it easy for our Company by having all the sales tax information readily available and even alerting us once we hit economic nexus and have to set up in that state.
  • 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 has been useful to our Company especially because we are eCommerce retail. It has allowed our customers to easily provide their tax certificate so they can be set up in our system as tax exempt. The integration of CertCapture to Shopify is also great because the tax calculations are automated and every state is different. The only thing I would change is offering more bundles with better pricing; our Company currently pays for the premium, however, we don't use all campaign side of what Avalara offers. We are essentially paying for a side of Avalara that we don't use, so if they were to provide just the CertCapture side of things, without having to bundle it with the campaign side, it would be more useful.
August 22, 2023

Great Time Saving Tool

Score 10 out of 10
Vetted Review
Verified User
Incentivized
We are currently using AvaTax for Filing returns, looking up rates, and CertCapture. Most all of our divisions use the programs as it makes the taxability decisions so much easier and more accurate. CertCapture helps to have one formatted letter to send to new customers for Certificates, and expired or expiring certificates.
  • 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.
Avalara is definitely suited for multi-division, multi-state companies to ensure compliance with tax billings and filings. It is also very helpful with the CertCapture to ensure that all Certificates are valid and reporting on expiring/expired certificates. The best feature is the ability to send a formatted letter that has the link for the customers to submit certificates directly to CertCapture.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Filing almost 100 return on a monthly, quarterly, annual basis for our entity - we are registered in all required states in the US and many individual cities/counties that have separately managed sales tax. This software prevents us from having to manually calculate tax each period and file returns. We also don't need to keep track of tax rate changes because the software updates them automatically. In addition we use the exemption portion to track certificates from our customers, many of whom are exempt because they are hospitals. WE also have the option to write custom rules when we don't agree with the outcome Avalara recommends.
  • 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.
Before we signed up to start using Avalara I was manually calculating and filing 12 returns a month. It would take me an entire day during the close, and every month I would identify invoices which had the incorrect rate on them and had to be adjusted. Most times we couldn't go back to invoice the customer, so we were out of pocket for the difference. I would guess anyone who moves beyond their home state for shipping to customers could benefit from using Avalara as you are just not as familiar with the tax situation - especially if you live in a state charging local taxes.
Score 1 out of 10
Vetted Review
Verified User
Signing up was easy and completed in a matter of minutes with a real person on the phone. After that, it was all downhill. Support is the worst of any company we deal with. Don't expect a real person to ever call you. Its all done by email. Employees all work from home so they lack any personal skills outside their little box. I email them a question and don't hear back for a few days. Then they explain I just need to login and everything is on my account page. They take money from my card with no explanation as to what all the "fees" are. We just paid a 33.00 fine to the state for something. They claim in Email "that shouldn't have happened" Well - no S**T ! No refund. Then they took 100.00 too much last month and will issue a credit. We actually had some kid call us last week about a billing problem, but he said he works remote and isn't in billing - we need to contact them. Well, good luck. Hope their emails make it to my inbox and not my spam folder. <br>At this point, I plan to just lick my wounds, suck up a 3000.00 loss and cancel everything. Even in the ratings, SUPPORT rates a 3 out of 10. How in the world did they even rate that high. <br><br>As for the Avatar system - I can't even rate it as a 10 when I get a bill with 3 different "fees" and no explanation as to what the fees are for. A 700 dollar tax bill with a 1400 debit to my account for 3 "fees"? I think a lot of their ratings are fake BOTS when you see nothing but a glowing report with -0- negative issues. I plan to shop around and find a different provider, but this experience has been so bad I may just have to keep it in house.
  • 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")
Customer support is non-existent.
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
Score 9 out of 10
Vetted Review
Verified User
Incentivized
We use Avalara for:<br>1) Excise tax filings (tax department)<br>2) For sales tax verification on live invoices (commercial department)<br><br>It addresses the ease of filing tax returns with various tax jurisdictions. Separately, it assists in calculating the proper tax amounts for our invoices sent to customers.
  • Effectively and efficiently handle sales tax billing on our invoices
  • Interface with the various tax jurisdictions for uploading specific tax return files
  • At times, we've had intermittent response time for general resolutions.
  • Haven't compared pricing to other competitors recently, but I'd be curious where it stands for similar products.
Generally, at least for the products our company uses, Avalara is well suited. I am not sure if they are the most competitive in pricing but we have been satisfied with the products in most respects. I will say the interaction I've had with our reps has been helpful on all aspects. They are pleasant to deal with at all times.
Score 8 out of 10
Vetted Review
Verified User
Incentivized
We are a manufacturing company that normally sells to dealers, who then sell to end users. The vast majority of our customers are exempt from sales tax for purposes of resale. Up until 2020, we were only registered in 3 states for sales tax. We then opened an eCommerce site that required the registration and filing of sales tax in all US applicable states. We use Avatax in conjunction with Progressive Edge to capture all taxable sales to our customers in our ERP system. We also use CertCapture to manage all of our resale certificates for thousands of customers.
  • Calculates the correct tax regardless of state, county, or local jurisdiction.
  • CertCapture provides a site for managing all resale certificates, updating, renewing, and providing reports/backup in the event of an audit.
  • One stop shop for all things tax makes my life easier!
  • The learning curve is difficult and not much "live" training is provided. Had to figure out much on my own.
  • Response time on questions is sometimes slow.
Works very efficiently for customers who are registered in multiple states and do not have adequate staffing to calculate appropriate sales tax, manage certificates and file sales tax returns. Had some initial issues trying to connect through Progressive Edge due to our own unique ERP system, but overcame those issues relatively smoothly. It is important to have good IT people to assist with the technical side of the software if necessary.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
Avalara is integrated with our NetSuite application to charge customers sales tax. We do not have the bankwidth to make sure tax codes are correct and to ensure that we have captured the all the taxes that need to be charged for a transaction. We processes over 100 invoices a day and Avalara and AvaTax work in the background to verify resale certificates and charge sales tax on our transactions when the criteria for resale is not met. It cuts down on all the guess work!
  • Integration with NetSuite
  • Ease of use
  • Seamless process for charging tax on transactions
  • Initial implementation was a little cumbersome
  • Could benefit from a little more detailed training
  • Provide assistance to customize reports and show users how to create
If you have a need for Sales Tax implementation and your current platform is not cutting it, Avalara is excellent. It has taken the guess work out of Sales Tax billing and is easy to use. It took some time to get it set up initially, but once implemented; it has been great. We have the ability to add companies if they receive a new resale certificate and it is an easy process. If you have several companies that need to be added you can do it with an upload that is quick and painless.
When it is time to pay taxes to the state, etc you have access to reports that calculate the sales tax collected. Avalara and AvaTax have been a great time saver for our company and I would recommend it to anyone needing this sort of application.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
We are in the banking software industry and Avalara does a great job in keeping up with the always changing software laws in the states where software is taxable. The Wayfair vs South Dakota changed this software taxability law to another level that we have not seen in the US before and without Avalara, I don't think it's possible to keep up with the changes day in and day out. Avalara is in my opinion the #1 Sales & Use Tax software available today in the market to tackle these software law changes. Having said that, we use Avalara in conjunction with our ERP (NetSuite) for years now and the process is very smooth. As an out-of-state seller into many jurisdictions the process was becoming unmanageable when we were tracking and reporting sales tax manually. Avalara's service cleaned everythng up and it is a releif not to have to worry about the liability and possible mistakes of manual sales tax reporting. We recently got audited by the State of Texas and when the auditor saw that we are using Avalara, she said this makes the process so much easier, and in fact the audit was finished quitely smoothly. Overall, I love this product/software and the entire Avalara team. I am happy and recommend them to anyone looking for a good sales tax and exemption system.
  • Tax Rate Changes are always accurate
  • Local jurisdictions taxability is top notch
  • Informs of the user of all the changes periodically
  • None
In my opinion, Avalara is my go to software for all sales tax compliance work for any company in the United States. Without Avalara, I won't know how to stay in compliance because the change in laws are so many and it comes when you least expect it. Thank you Avalara!
Score 9 out of 10
Vetted Review
Verified User
We use Avatax to file sales tax returns. Now that we file based on financial nexus, Avalara helps to keep us in compliance.
  • They file timely and accurately
  • They handle any state notifications
  • They have a resale certificate tool that we are planning to use
  • They need to ease the process of adding new states
  • Need to make their program more intuitive
  • Speed up the system - takes a bit too long when changing screens to refresh.
Avalara is an expert in sales tax compliance and easily connects to our systems.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
We 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.
  • Avalara leads you to believe that they do everything. There is a significant amount of internal time spent setting up and making necessary adjustments to Avalara.
Avalara is well-suited to a company that has accounting software that has the ability to integrate through API. It becomes more manual when you have a situation where third-party software does not integrate well. The more time that you can spend in the setup phase, the better your experience will be.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
We currently use Avalara in the finance and accounting departments. We love how great it is for Avatax and filing sales tax returns. It helps us keep track of all our exempt customers in one centralized system. We use it multiple times a day to reference whether sales tax should be charged to a customer.
  • It keeps track of all customers' exemption forms and reasons
  • Calculates tax in NS based on the CertCapture status
  • Submits tax returns at the end of the month for all states and jurisdictions
  • A better FAQ section so we don't need to contact customer service
  • Quick chat box for questions
  • I didn't have any training as I started after we implemented--would be nice to have some training once a new account was made for me
Setting up sales tax for the state of Louisiana was very complicated in our company. There were many different jurisdiction that needed specialized tax rates. Customer service was able to help me create over five combinations of unique tax amounts for state and parish. This was very important, as certain parishes had exemptions for medical devices, which we sell.
February 11, 2023

Puts Your Mind at Ease

Score 8 out of 10
Vetted Review
Verified User
They track all sales and capture sales tax file returns and keep an eye on our exemption certificates. Our business uses Avalara since the government said we needed to pay sales tax in all states. That was way more than our accounting dept was able to handle.
  • They are very quick to help with any questions I have.
  • They have always kept me updates on any changes with tax in all states.
  • They always include our company with any new webinars and the Avalara Crush this year.
  • Training on the how the program works for brand new people.
  • Sometimes, it is very hard to understand the customer service people.
  • Sometimes, I would like to talk to someone on the phone rather than opening a support case.
I was having trouble getting our discounts to show up from CV3 and I opened a case and we had it solved within a day. There was a time I was going to have a zoom call and the customer service person had the wrong time zone - it took a month for it to happen, but by then I had figured it out. Sometimes, customer service isn't efficient enough.
Score 8 out of 10
Vetted Review
Verified User
Incentivized
We use Avalara to automate our sales taxes. AvaTax integrates with our Shopify so we don't have to manage tax rates or collection. Shopify remits to us, Avalara gives us a report showing what we owe, and we remit Avalara, who remits to the states. We enrolled for the Streamlined Sales Tax program which saves us a lot of money too!
  • Integrations with cloud platforms
  • good user experience
  • makes sales tax easy
  • one-off exceptions
  • helping when a filing frequency gets confused (if you switch to monthly too early, they can't go back and file an annual return)
Well suited when you reach Nexus in lots of states. Not helpful if you haven't reached Nexus in more than a few states I think.
February 02, 2023

Review

Deana Davies | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User
Incentivized
We use Avalara to calculate our sales tax, and submit our returns.
  • file returns timely
  • calculate sales tax
  • customer service
  • educating
We have had many scenarios when Avalara has been unable to help us get situations resolved. A lot of back and forth. Where issues remain unresolved.
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