Easy to use!
Updated October 25, 2019
Easy to use!
Score 10 out of 10
Vetted Review
Verified User
Modules Used
- AvaTax
- Returns
Overall Satisfaction with Avalara
Avalara is integrated with our ERP system in order to tax our customers and remit taxes. When an invoice is created with customer information and the items are populated on the invoice, the system pings the Avalara system and gathers the correct tax rate and amount to put on the invoice. This ensures that our system is taxing the customer and we are remitting taxes correctly.
Pros
- If there is a question about the tax on an invoice, it is easy to check the transaction and each jurisdiction of the tax.
- It is easy to download reports to reconcile at the end of the month.
- Anything can be downloaded to analyze the data.
Cons
- When an invoice has been voided it is a little cumbersome to pull up. It would be great to see this along with the original invoice.
- Make it easier to discuss problems instead of having to always go to the Account Rep.
- Sometimes reports do not match the return. Having a discrepancy report or a way to identify them would be great.
- The new upgrade makes it more difficult to find previous transactions.
- Avalara has enabled us to be more productive and focus on other items.
- Avalara provides information in a great format.
- Avalara has reduced our need for a full tax department
- We have integrated with E-Automate.
This was completed before I came on board.
We are currently using return filing with Avalara. The data is pulled after the first of the month and then compiled for filing to the appropriate authorities. Currently we are is almost all states which is labor intensive and not feasible to have staff prepare and file these returns.
I do not have any experience to compare it to!
Avalara Feature Ratings
Using Avalara
The billing and accounting departments have access to Avalara.
2 - Currently we have staff to reconcile the Avalara data with our ERP system to insure all transactions are accounted for. If there are differences in the 2 data bases then they are investigated and changed if need be.
- To file correct and timely tax returns
- To provide correct tax calculations on complicated taxing jurisdictions.
- To provide timely support for our questions or concerns.
- We have utilized Avalara with our AP team. To ensure taxes we are charged are calculated correctly.
- I am not aware of any at this time. They only resource we are currently not using that Avalara offers is the management of tax exempt certificates. We only have a few customers who are tax exempt. Maybe if this was to grow then we could justify this service.
Evaluating Avalara and Competitors
- Price
- Product Features
- Product Usability
We were manually filing sales tax returns and the business was growing to a point where is was not feasible to continue the manual process.
I would ask for a list of current customers and interview them to go in to more details with the process and the product.
Avalara Support
| Pros | Cons |
|---|---|
Knowledgeable team Problems get solved Kept well informed Support cares about my success | Escalation required Difficult to get immediate help |
Comments
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