Item: Avalara
Rating: 9
Author: Verified User

Overall Satisfaction with Avalara

Use Cases and Deployment Scope

Avalara is getting used in our monthly invoicing process - On our monthly invoices where we collect sales tax from customers in states. Avalara will calculate the total sales tax due for the state owed and EFT the funds to pay the appropriate authorities.

Pros and Cons

Pros

Deals with the filings with the local authorities
Files in a timely manner
Ease of review for returns

Cons

The reporting functionality has room for development. There definitely can be more filters for better reporting purposes.

Return on Investment

The system has definitely provided a positive impact for tax compliance. The system caught a change when we did not know - in the state of IA, sales tax was no longer being charged. Avalara noted that immediately which was helpful. There needs to be more tailored guidance sent to us for the states that we are registered in based on the specific industry that our business operates in.

Implementation Rating

I was not involved with implementation, I don't feel comfortable speaking to it.

Systems Integrated With

One of our transaction systems is internally developed.
Intacct's Subscription Based billing is also integrated with Avatax.

Usability

Very usable - like I said the report functionality on avatax is not as robust as I would like. Downloading reports are not as simple as they should be.

Additional Capabilities

Yes, we have benefited from manged return filings which is very helpful.

Alternatives Considered

I don't have experience with any other products other than Avalara.

Likelihood to Recommend

Definitely would recommend as it provides an excellent way to track our sales tax payables to the local authorities. Less appropriate would be the reporting functionality. I've also used Avalara to help with state registration but I don't think the cost benefit there is worth the price charged unless we are required to file immediately. If timing isn't an issue - I would recommend completing the returns yourself.

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