Cautiously Optimistic
May 09, 2019

Cautiously Optimistic

Anonymous | TrustRadius Reviewer
Score 6 out of 10
Vetted Review
Verified User

Modules Used

  • AvaTax
  • Returns

Overall Satisfaction with Avalara

We currently use AvaTax to calculate sales, GST, and VAT taxes. We also use it to file sales tax and Canada GST/HST/PST returns. We currently use it to calculate VAT in the UK, Germany, and Ireland. The problems solved are compliance and filing accurate, timely returns in multiple jurisdictions. We also use it to determine Nexus exposure and tax agency notice resolution.
  • Import exporting transactions is simple.
  • Simple user interface.
  • Educating you in how their services work together - their reps assume you know tax and their system.
  • Support, specifically notifications about resolution of state notices.
  • They make you think they make sales tax easy.
  • Calculations are good and reliable. Sometimes they time out and forces our shopping cart to calculate its own rate.
  • Onboarding and education were sub-optimal.
  • Backfiling of returns seems slower than it should be.
Professional services techs are difficult to schedule. They are hurried because they don't have flexibility if the session runs long. We were frequently scheduling additional sessions and the setup took much longer than anticipated.
  • Shopify Plus
  • NetSuite OneWorld
Complex integrations that were difficult because of our needs and the amount of time needed to resolve the integration.
Avalara forces you to use their documentation which is extensive. However, if you are a beginner you will spend more time getting up to speed with the terminology before you can follow their support. More diagrams of the overall process would be useful.
We expect to use Cert Capture in the coming year as we expand our B2B sales. We are benefiting from return filing services.
TaxJar seems does not seem to be as broad in their service offerings yet.
The onboard experience with the NetSuite integration and our global tax onboarding was very difficult. It took an extremely long time for our rep to put us in touch with someone that was even remotely qualified to understand what we needed. Even then, that sales exec was hurried and couldn't help us connect the dots.

Avalara Feature Ratings

Sales and Use Taxes
8
Cross-border Taxes
8
VAT / GST Taxes
5
Energy and Fuel Taxes
Not Rated
Geolocation for Tax Assessment
9
3rd-Party Software Integrations
5
Tax Data Reporting
9
Compliance Administration Management
8
Tax Exemption Processing
5
Tax Document Management
8
Complex Tax Scenario Management
6