Item: Avalara
Rating: 9
Author: Kimberly Topete

Use Cases and Deployment Scope

We use CertCapture for handling our sales tax certificates and AvaTax to calculate tax and file our returns. This is mainly used in the accounting department but the sales tax calculation is used company-wide.
It is helping keep our sales tax certificates in order and up to date in all states.

Pros and Cons

Organization of sales tax certifications
Filing of returns

Making the customer and certification marriage a little easier when the ship is a little more complex

Return on Investment

More organization
More accurate tax filings
More confidence for UDIT

Implementation Rating

Please take the time to help when implementation is starting. We were on hold for some time waiting for things to happen and by implementation time, we got very little help. In the end, we got it going but not before we got frustrated. We now have been using Avalara for almost a year and things are better.

Systems Integrated With

None

Usability

It is very easy in some parts to use. Once you get the hang of things, you are in a much better place.

Additional Capabilities

We are more organized and more accurate in our filing process.

Likelihood to Recommend

Avalara is best suited in filing returns. The complexity of cert to ship to bill needs a little help. Sometimes it is a little too complex to get where you need to go when you are dealing with rush items. Sometimes, simple is better. Start with the basics. Sometimes it is a guessing game about how to make something work

Avalara Historical Review

Modules Used

Overall Satisfaction with Avalara