Very Happy with areas I'd like to see get more robust
May 10, 2019

Very Happy with areas I'd like to see get more robust

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

Modules Used

  • AvaTax
  • Returns
  • Matrix Master
  • Business Licensing

Overall Satisfaction with Avalara

Our department uses it but the entire company utilizes it to calculate sales tax even if they don't know that's how it's getting calculated.
  • Filing Returns
  • Nexus Alerts
  • Tax Codes Help a lot
  • I feel that their tax codes for services are often times too generic and not enough
  • The Business Licensing process took too long to actually get things sent to the states
  • Matrix Master is just ok. It's helpful and I need it, but it's not super responsive or adaptive to customer needs.
  • Fiiling returns and calculating tax has been made much easier. The next pain point I have is trying to figure across all 26 of our divisions how is everything taxed across all states. I would love to see Avatax find a way to make tax codes clearer for me as my company does a wide variety of services and it's very challenging getting to the right code.
Implementing Matrix Master and the business licenses went ok. It was nothing spectacular but not overly challenging.
  • Our self-created system called VGM Order.
Our IT team seems to think it went well.
Avatax is very user friendly.
We have benefited from the Managed returns filing. I'd like to look into certificate management but we are not there yet.
  • Sovos Compliance
We use them for 1099's but not for sales tax. I would say they are similar but Avalara has a better user interface.
If you are in a lot of states doing lots of things it's very helpful; if you're only in one state selling tangible goods it's less so.

Avalara Feature Ratings

Sales and Use Taxes
9
Cross-border Taxes
Not Rated
VAT / GST Taxes
Not Rated
Energy and Fuel Taxes
Not Rated
Geolocation for Tax Assessment
7
3rd-Party Software Integrations
7
Tax Data Reporting
9
Compliance Administration Management
Not Rated
Tax Exemption Processing
Not Rated
Tax Document Management
Not Rated
Complex Tax Scenario Management
2