Overall Satisfaction with Avalara
It is being used by the finance department to calculate sales tax for our customer invoicing. As we expand into other states, it's been difficult to track which areas charge sales tax and how much. This tool allows us to have that calculated for us without worrying whether it's accurate.
- The automatic calculation of taxes based on location is great. It reduces any anxiety that we are miscalculating taxes.
- One area where we had an issue was when we had a customer which had locations in different states. We needed to calculate taxes for one of their locations, but it automatically calculated off of the main location's tax rates. This was really an issue on our end, but some additional support for understanding how to make sure everything in our accounting system was set up to calculate correctly with AvaTax would have been helpful.
- Avalara has definitely improved our sales tax compliance and reduced our workload. It has sped up the process by auto-calculating everything and allowing my staff accounting to pull out data she knows is correct to do our filings in the various states in which we operate.
- We integrated our ERP, Sage Intacct, with Avalara.
The integration allows the two systems to talk to each other and allows Avalara to provide tax rate info to Intacct. See my previous note regarding the self-implementation.
We have not utilized these services, but we may. At this point it was not worth the cost, but as we grow that might change.
We have not used or evaluated any other products.