Item: Avalara
Rating: 9
Author: Daniel Summers

Use Cases and Deployment Scope

The Tax Department utilizes Avalara for sales tax return compliance and exemption certificate management.

Pros and Cons

Accurately files tax returns.
Validates exemption certificates.
Customer support.

Legal entity management.
State tax rate update communication.

Return on Investment

I no longer have to manage state and local tax rate changes and update them in my systems.
Tax return notice tracker and management are great.

Implementation Rating

Planning ahead and working with internal and external Avalara advisors.

Systems Integrated With

Navision
Salesforce
Zuora

Pretty easy on the Avalara side and more difficult with internal ERP systems.

Usability

Well supported and ease of navigation within the software package.

Additional Capabilities

Managed return filing has assisted at previous employers with amended returns. We are currently assisting with exemption certificate validation and importing.

Alternatives Considered

I haven't utilized other software packages for sales and use.

Likelihood to Recommend

More appropriate for entities that have tax compliance requirements in numerous states. Also if you have tax-exempt or reseller customers.

Avalara sales and use tax software

Modules Used

Overall Satisfaction with Avalara