Item: Avalara
Rating: 9
Author: Robin Pigg

Use Cases and Deployment Scope

Avalara is used by our accounting sales tax team. We use it for reporting, pulling numbers, monthly reconciliations, and certificates.

Pros and Cons

Monthly reporting
CertCapture is very helpful and their reports are very helpful
Filing returns

Customer service
Degradation issues

Return on Investment

Calculating tax rates is user friendly and I use it often
We use the program often to check refunds or credits and for preparation of monthly, quarterly, and yearly filings

Systems Integrated With

NetSuite
In-house programs written by our IT department

Usability

Programs are easy learn and navigate with many options for our company. The transaction reports are perfect for reconciling our monthly sales tax spreadsheets . The program does all of the hard work.

We give the most complicated returns to Avalara and they do a great job getting them done for us. CertCapture is reliable and does a good job of offering additional help, such as the reports and the sales tax certificate matrix.

Alternatives Considered

Since I've been working for my company, we have only utilized the Avalara program.

Likelihood to Recommend

The monthly reports and very helpful for preparing sales tax returns. Pulling transactions for monthly reporting is very helpful. CertCapture is easy to use, but finding out how to do things like requesting certificates within CertCapture has been complicated for me and others in our company.

Avalara does all of the hard work and allows for easy reporting and filings!

Modules Used

Overall Satisfaction with Avalara