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The Growing Solution
January 18, 2019

The Growing Solution

Morgan Eliasen | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Modules Used

  • AvaTax
  • Returns
  • CertCapture

Overall Satisfaction with Avalara

The tax team is using it to calculate sales tax on orders. They are also using their returns service for sales tax compliance. The customer service (group sales) team is using their certcapture service to verify exempt customers and store exemption certificates.
  • They listen to recommendations for improvement
  • Availability of support
  • Responsiveness of compliance team
  • Support is not super effective (I'd say we're at about ~50% having an answer of our questions)
  • Pricing is high
  • Sales team was a bit misleading as to the volume their system can handle
  • Avalara certainly provides a big ROI when compared with bringing sales tax calculation and return filing in house. Given our volume, that would not be possible.
ERP implementation was relatively straightforward, but the implementation team didn't always seem the most knowledgeable to our questions.
  • Netsuite
Most functions are user friendly. However, having subsidiaries with a high transaction volume creates significant inefficiencies. The DTS is quite clunky.
We do benefit from both managed returns filing and exemption certificate management. I would say overall those services are pretty well done. One major tiff with return filing is the inconvenience surrounding use tax reporting. Avalara does not offer an efficient solution to report use tax, unfortunately.
We have created a relationship with Avalara and believe they are a good option for our current system.
For exemption document management - they are great! For processing returns at the end of the month for approval - they are slow but improving.