Get CertCapture & Avatax Together!
November 12, 2020

Get CertCapture & Avatax Together!

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

Modules Used

  • AvaTax
  • Returns
  • CertCapture

Overall Satisfaction with Avalara

We currently use Avalara in the finance and accounting departments. We love how great it is for Avatax and filing sales tax returns. It helps us keep track of all our exempt customers in one centralized system. We use it multiple times a day to reference whether sales tax should be charged to a customer.
  • It keeps track of all customers' exemption forms and reasons
  • Calculates tax in NS based on the CertCapture status
  • Submits tax returns at the end of the month for all states and jurisdictions
  • A better FAQ section so we don't need to contact customer service
  • Quick chat box for questions
  • I didn't have any training as I started after we implemented--would be nice to have some training once a new account was made for me
  • Avalara has decreased the amount of time we spend on filing taxes
  • Helps keep all state logins in one area
  • Helped us be compliant in all 50 states within a year
  • interested with NetSuite
Integration was completed by IT and I was not a part of it. However the daily use is great. If a tax amount is wrong, we can simply have NetSuite ping CertCapture to recognize if new document is updated.
The software isn't hard at all to follow. The drop downs are organized and not overly complicated. If you follow the chain of commands, you will end where you are looking to. In CertCapture, there is a great search bar where you can sort by state or customer or exemption. The reporting capabilities are great.
  • Avalara Returns
  • CertCapture
We benefit a lot from CertCapture and Avatax as a combination. CertCapture keeps track of all the customer exemptions or taxabilities. Then Avatax is able to pull the information and make the decision on whether the invoice needs to include sales tax for the customer. Can't imagine using Avatax without CertCapture.
Setting up sales tax for the state of Louisiana was very complicated in our company. There were many different jurisdiction that needed specialized tax rates. Customer service was able to help me create over five combinations of unique tax amounts for state and parish. This was very important, as certain parishes had exemptions for medical devices, which we sell.

Avalara Feature Ratings

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