Overall Satisfaction with Avalara
CertCapture was used by the tax department, and our company just pushed it down to the whole organization this year. It helps to store and track our customer's resale certificate in a central place and provide support for tax audit purpose.
Some Problems:
Some Problems:
- Missing certificates.
- Improper certificate forms were used by the division.
- Incomplete certificates were accepted.
- Misplaced certificates.
- Out of date certificates.
- We were able to track the number of missing customer certificates.
- We were able to identify the acceptable certificate forms.
- This product educated our division's credit manager enough to only accept the proper forms.
- The automated and customized report is needed.
- The time saved to obtain the resale certificate to support the tax audit.
- AS400 in-house program
not sure, our IT team is leading the integrations.
- CertCapture
management decision.
don't know.
Avalara Feature Ratings
Cross-Border Tax Compliance with Avalara
it provides the rules across state
Not applicable
I'm not sure - TTR
not applicable to our company
Using Avalara
50 - division credit managers and tax department
no in-house support
- collect the resale certificate in right format
- storage the resale certificate in a central place
- using rate is low
- need to duplicate the resale certificate information twice - to our in-house program and CertCatpure
- storage other tax documents in addition to resale certificate
Evaluating Avalara and Competitors
- Product Features
- Product Reputation
Don't know
Avalara Implementation
- Implemented in-house
Change management was minimal
- it was implemented before I joined the company, so not sure
Avalara Training
- Online training
it's very easy to follow the instructions and learn how to use the product.
Configuring Avalara
Need to found it out with IT team.
Not sure as I am not a IT person.
Avalara Support
Pros | Cons |
---|---|
Quick Resolution Good followup Knowledgeable team Problems get solved Kept well informed No escalation required Immediate help available Support cares about my success Quick Initial Response | None |
Yes - not yet. still waiting for resolution.
this case happened before the bulk deletion function available. I need to delete a bulk of customers, but already attached with certificate. I don't want to spend so much time to delete one at a time. Contact the support and they helped to delete at their end. Saved me a lot of time.
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 |
- search
- report
- editing
- deleting
Integrating Avalara
- AS400 in house program
i think so.
- File import/export
I don't think so.
no comments as I don't involve on the integration
- AS400, a customized program written to fit our company.
our program is in house written software.
Relationship with Avalara
not applicable
not applicable
Upgrading Avalara
- not applicable
- better performance