Avalara Review
January 08, 2020

Avalara Review

Kevin Lannan | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source

Modules Used

  • AvaTax
  • Returns
  • CertCapture

Overall Satisfaction with Avalara

The Finance departments at the 2 companies we own, both manufacturers, use it. One has been using it but will add more modules like Cert Capture while the other Company will begin using Avalara in 2020.
  • Communications
  • Follow-up
  • Follow-up is good but they could follow-up faster than they do
  • Earn trust faster - some of my past staff members lacked trust in Avalara
  • Positive - takes on the complex, time-consuming work of calculating the taxes and filing returns
  • Negative - it is hard to convince people at my current 2 companies the money spent on Avalara will be worth it in the end
  • Epicor (currently)
  • Oracle (past company)
Actually not difficult at all.
Because of the integrations with the ERP systems and billing systems, it is quite easy to use. In fact, for the most part, people do not even know we are using Avalara.
  • Avalara Returns
  • CertCapture
  • Professional Services (nexus studies, registrations, backfiling, etc.)
Have used all of the above at points in time. With the current companies, we are in the midst of performing Nexus Studies and Exposure Analyses for both companies. Have also used CertCapture and Returns processing at past companies and will use with the 2 companies I am the CFO for now.
Vertex is the only other system I am familiar with from a past company. Not much personal experience with them though.
Sales tax management is tough. Companies of all sizes need help and will likely never be able to hire experts to manage it on their own. That said, I have used Avalara at a $10 billion company, a $1 billion company, a $100 million company and now with 2 companies - a $30 million company and a $40 million company. It is complicated. Avalara is good at making sure the right tax rates are applied to the right sales transactions.

We also need help managing International Sales, so, not sure how well versed Avalara is with that.

Avalara Feature Ratings

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