Avalara is definitely an innovator and keeps up with the real world!
Overall Satisfaction with Avalara
I work in shared services so it is used in the same accounting department covering sales in 3 locations. We import sales tax calculations into our invoicing software so we don't have to keep up with all the taxes due. It would be a nightmare without it.
Pros
- Tax Calculation
- Crush
- Corresponding with states with received tax letters
Cons
- Canadian Sales Tax - currently does not differentiate between CAD and USD Currency
- Saved us thousands of dollars on our filing fees we had with a different company
- The last few years there have been significant price increases.
- Epicor
I am unsure. My IT team took care of it. I don't recall hearing about any major issues.
- Avalara Returns
- Professional Services (nexus studies, registrations, backfiling, etc.)
We have been using the Avalara Returns the entire time we've used Avalara. We have used the Nexus Study after everything changed with the online selling platforms. We have used them for back filing a few times also. We benefited from all of them and I would use them again if needed.
Can't remember the name of the old software but the reporting coming out of it was horrible. We have also used an accounting firm to file the returns and they charged me thousands of dollars to give me all my tax returns when I chose to move to Avalara.
Do you think Avalara delivers good value for the price?
Yes
Are you happy with Avalara's feature set?
Yes
Did Avalara live up to sales and marketing promises?
Yes
Did implementation of Avalara go as expected?
Yes
Would you buy Avalara again?
Yes
Avalara Feature Ratings
Cross-Border Tax Compliance with Avalara
Yes, they send emails letting us know of changes and help with anything that we need to comply.
We expanded into the online ordering. We were able to add Sales Tax at that level.
We already sell internationally
We no longer sell within a marketplace.
Using Avalara
12 - Customer Service and Invoicing
2 - IT and AP Manager
- Calculating Tax
- Calculating Exemptions
- Filing Tax Returns
- none that I can think of
- Tax Cert Program if the cost ever comes way down.
Evaluating Avalara and Competitors
Yes - It was too long ago. I can't remember the name of the software. It was a horrible software. Reports looked terrible. We had to pay an accounting firm to file the returns.
- Integration with Other Systems
- Ease of Use
No more manual updating.
We would make sure that the new software handled Canadian Taxes properly on the reporting side in addition to what we already have.
Avalara Implementation
- Implemented in-house
- Setup in the Business Background section
Avalara Training
- No Training
I would never recommend training on your own. You miss out on things that you didn't know existed.
Configuring Avalara
I don't do the configuring, so I am unsure how to answer.
None that I can think of
Avalara Support
| Pros | Cons |
|---|---|
Quick Resolution Good followup Knowledgeable team Problems get solved Kept well informed No escalation required Immediate help available Support understands my problem Support cares about my success Quick Initial Response | None |
We did but then dropped it. We didn't use it enough to validate the cost.
When I had to back file, they did an exceptional job of helping me thru it.
Using Avalara
| Pros | Cons |
|---|---|
Like to use Relatively simple Easy to use Technical support not required Well integrated Consistent Quick to learn Convenient Feel confident using Familiar | None |
- tax calculations
- CAD reporting - contains both USD and CAD values
Integrating Avalara
- File import/export
Make sure that Avalara explains how all the background setup works. We implemented over 10 years ago, so I can only assume that they have improved on this point.
- Epicor 9
- Website
The IT department worked with Avalara and all went well. They were able to provide a temporary "sandbox" to do testing with which was very helpful.
Relationship with Avalara
Monthly payments vs one large annual payment.
None that I can think of
Upgrading Avalara
Yes - All went well
- It's always good to upgrade every so often. Not sure that it was voluntary though.
- CAD currency vs USD currency within Canada


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