Overall great, with just a bit of detail missing.
May 10, 2019

Overall great, with just a bit of detail missing.

Rachel Miller | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Modules Used

  • AvaTax
  • Returns

Overall Satisfaction with Avalara

It is being used by the finance department for Sales and Use Tax uploads and filing returns. It addresses our companies economic nexus and status of returns, as well as sales tax rates.
  • Calculating tax rates quickly for specific areas
  • User-friendly, ability to filter etc.
  • Returns process is easy and painless with Avalara
  • The answer is not the helpcenter!! It's not always easy to navigate and it would be helpful if support can explain in detail what needs to be done
  • The time for updating the reports after you make changes to transactions is not as quick as I would expect
  • The upload for transactions for sales tax does not always catch every line, the ability to have it a bit simpler would help
  • At this time, the time spent reconciling against Avalara is just as much time as filing the returns. I am trying to find a better way to reconcile and upload.
  • Return on investment for the staff required is positive.
It did not go as smoothly as I would have hoped. I think spending more time with the customer on how to use it and to be efficient with the system they have would help.
  • DMS
  • We use a direct API
  • Salesforce
It is very user-friendly and easy to figure out. The system and concept of it all are great. The issue is being able to make it effective with the type of transactions and system you use separately with Avalara.
We have benefited from returns filing management. It is very helpful and frees up our time without concern.
Well suited for businesses that need to start filing in multiple states. Makes it more efficient instead of hiring another employee.

Avalara Feature Ratings

Sales and Use Taxes
10
Cross-border Taxes
Not Rated
VAT / GST Taxes
Not Rated
Energy and Fuel Taxes
Not Rated
Geolocation for Tax Assessment
10
3rd-Party Software Integrations
10
Tax Data Reporting
10
Compliance Administration Management
8
Tax Exemption Processing
8
Tax Document Management
10
Complex Tax Scenario Management
7