Basic Review
May 14, 2019
Basic Review
Score 8 out of 10
Vetted Review
Verified User
Modules Used
- AvaTax
- Returns
- CertCapture
- CertExpress
Overall Satisfaction with Avalara
We use CertCapture and CertExpress to request and store exemption certificates for our customers. I am the main point of contact for our customers who have questions regarding the exemption process, a position which was created 6 months ago. I have the most frequent interface with these programs and am largely self-trained in their use. We also use Avatax and Returns. Avalara programs are used predominately by our Accounting Department (almost exclusively myself and our CFO). Collecting certificates, maintaining sales tax compliance, and filing accurate returns are our chief goals in using Avalara.
- Run customer and certificate reports
- Store customer and certificate data
- Provide links to helpful info on how to use the system
- The CertExpress customer interface is limited in its capabilities and confusing to customers.
- There is no way to specify if address info is Bill To or Ship to when it is entered into CertCapture.
- The Chat feature in all programs has extremely long wait times and rarely provides answers.
- The Nexus Alert feature in Avatax does not take into account any transactions that are not passed through Avalara.
- Customers are not automatically notified by email when certificates are validated.
- Email campaigns from CertCapture stall in process and have to be resent.
- It is a helpful tool as we add states where we collect sales tax and file returns.
I am not aware of any.
Yes, we use all of these as indicated in a previous response.
We have not used others.