The Tax Help Needed for Non-Tax Specialists
May 11, 2019

The Tax Help Needed for Non-Tax Specialists

Catherine Roggenbuck | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Modules Used

  • AvaTax
  • Returns
  • CertCapture

Overall Satisfaction with Avalara

Avalara has become a saver of my time with tracking and filing sales and use tax, and managing exemption certificates. Having a large portion of customers exempt from tax, we needed the best way to not only track and manage our certificates, but also a way to reach out to our customers to collect their certificates. The CertCapture gives us a clear view of our certificates on file, and even when exposure is coming up with expiring certificates. The AvaTax side allows us to quickly reconcile and file our taxes on a timely basis. It also allows us to track exposure zones to make better decisions on when we need to start filing and remitting tax in a State or Jurisdiction.


  • Reports are easy to read and export for reconciliation with other systems.
  • Support teams are responsive and helpful.
  • CertCapture has made managing tax exemption certificates simple.


  • I have not experienced any Cons with Avalara at this time.
  • I have not had to hire a tax specialist.
  • It saves me time at the end of the month.
I was not around during implementation, but have had no issues and heard of no issues with the setup.
  • Intacct
  • Stripe
  • Company Owned Online Marketplace
  • Salesforce
All integrations were set up before I become involved with Avalara, with the exception of Salesforce. We started the integration process between Salesforce and Avalara to start putting tax on quotes, but ran into issues on the Salesforce side and with address verification.
The new layout is taking some getting used to. It was very easy to navigate before the update. The usability is still there, I just have to find where everything is now. I have high confidence that once I get comfortable with the new layout that we will have no issues with usability.
Beyond the sales tax calculation, we also use the returns filing and the exemption certificate management. The certificate manager has been a big help with our resellers, non-profits, and educational customers. It gives us a clear view of exposure zones and helps track when certificates are set to expire, so that we can reach out to our customers for updated documents. The returns filings have been simple to set up and utilize. It saves me a lot of time each month where I can focus on some of the specialty taxes and other tasks instead of taking days out of the month to file each return myself.
Avalara helps take some of the guesswork out of sales tax. With the ever-growing digital world, Avalara has helped us keep ahead of the changes that states are starting to put in place and the little nuances that can make our product taxable or not. The ability to have them file for me has taken the stress out of late returns.

Avalara Feature Ratings

Sales and Use Taxes
Geolocation for Tax Assessment
Not Rated
Tax Data Reporting
Compliance Administration Management
Not Rated
Tax Exemption Processing
Tax Document Management


  • Bobby Sands | TrustRadius Reviewer
    Catherine, thank you for sharing about your experience with Avalara, we're happy to hear it's been positive. We are committed to offering a reliable and easy-to-use solution, and we look forward to continuing to serve you. If you have any additional comments you’d like to share, please contact

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