AvaTax reduced our tax liabilities
May 13, 2019

AvaTax reduced our tax liabilities

Dennison Stewart | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source

Modules Used

  • AvaTax
  • CertCapture

Overall Satisfaction with Avalara

We utilize Avalara's Avatax integration into our CRM and Financial packages to accurately calculate, and store sales tax
  • Integration
  • End user calculation
  • CertCap
  • Continued refinement of dashboard and services
  • Reduced our liabilities
Integration was [exceptional], connector development was lacking
  • ConnectWise
  • QuoteWerks
  • QuickBooks
All were implemented, however the connector from CW and QB were not coordinated and QB had to be removed.
Very easy to understand and manage
Exemption cert management is a key component for us as our services are B2B and rely upon Avatax to properly manage our exemption clients
Location tax calculation and exemption verification and retention

Avalara Feature Ratings

Sales and Use Taxes
10
Geolocation for Tax Assessment
9
3rd-Party Software Integrations
8
Tax Data Reporting
10
Compliance Administration Management
10
Tax Exemption Processing
10
Tax Document Management
10
Complex Tax Scenario Management
10