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
- ConnectWise
- QuoteWerks
- QuickBooks
All were implemented, however the connector from CW and QB were not coordinated and QB had to be removed.
Exemption cert management is a key component for us as our services are B2B and rely upon Avatax to properly manage our exemption clients