Great Time Saving Tool
Updated August 22, 2023

Great Time Saving Tool

Anonymous | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Modules Used

  • AvaTax
  • Returns
  • CertCapture

Overall Satisfaction with Avalara

We are currently using AvaTax for Filing returns, looking up rates, and CertCapture. Most all of our divisions use the programs as it makes the taxability decisions so much easier and more accurate. CertCapture helps to have one formatted letter to send to new customers for Certificates, and expired or expiring certificates.
  • Tax Calculations is a great tool to allow us to inform the customer of tax amount prior to billing.
  • CertCapture does a great job of organizing our Certificates.
  • Tax Returns are simple to set up and process.
  • CertCapture could have a more user-friendly method for reports.
  • Would be great if there was more user friendly options for validating certificates.
  • Uploading Customers and Certificates could be more user friendly.

Do you think Avalara delivers good value for the price?

Yes

Are you happy with Avalara's feature set?

Yes

Did Avalara live up to sales and marketing promises?

I wasn't involved with the selection/purchase process

Did implementation of Avalara go as expected?

Yes

Would you buy Avalara again?

Yes

  • Less required staff to complete tax returns.
  • Spend less time updating tax rates in ERP System.
  • Less time spent on tax adjustments.
  • Infor Syteline
The integration was great.
System is easy to use and helps to save time overall. Having filed for 37 states each month without the system, I appreciate all of the time saved by utilizing the program. Exemption Certificate management, Tax Rates based on geolocation, and the integration with our ERP makes my job easier and allows me to do other tasks.
  • Avalara Returns
  • CertCapture
CertCapture has allowed us to obtain and hold required certificates quickly and easily to ensure that we are in compliance with various states. Avalara returns have saved me 30-40 hours per month / quarter as I am not having to file each individual state anymore.
I have not used anything in the past
Avalara is definitely suited for multi-division, multi-state companies to ensure compliance with tax billings and filings. It is also very helpful with the CertCapture to ensure that all Certificates are valid and reporting on expiring/expired certificates. The best feature is the ability to send a formatted letter that has the link for the customers to submit certificates directly to CertCapture.

Avalara Feature Ratings

Sales and Use Taxes
10
Cross-border Taxes
Not Rated
VAT / GST Taxes
Not Rated
Energy and Fuel Taxes
Not Rated
Geolocation for Tax Assessment
10
3rd-Party Software Integrations
10
Tax Data Reporting
10
Compliance Administration Management
Not Rated
Tax Exemption Processing
10
Tax Document Management
10
Complex Tax Scenario Management
Not Rated

Cross-Border Tax Compliance with Avalara

We have not had the opportunity to use this portion of the service yet.
We do not sell on any of those avenues yet.