Item: Avalara
Rating: 7
Author: Verified User

Use Cases and Deployment Scope

Avalara files and pays all of our sales tax. We also use CertCapture for all of our tax exemption certificates. Without Avalalra, we would need to hire a tax accountant/attorney to handle just our sales tax filing. Money spent using Avalara's service is well worth it, eliminating the need to hire additional staff.

Pros and Cons

File and pay sales tax in a timely manner
Great customer service
Easy to use their site

They consider themselves a software rather than a service
The interaction between Avalara and our EDI
Not voiding items that we have voided in our system, we have to manually void them

Return on Investment

No need to hire additional staff
File and pay in all jurisdictions
No need to know all tax rates

Systems Integrated With

Ecommerce
EDI
Accounting

Usability

They consider themselves a software and therefore you have to manually enter information and keep everything up to date. On CertCapture it would be extremely helpful to have them automatically send exempt certificate renewal requests to customers whose certificate is about to expire. Currently we have to keep track of when they are going to expire and reach out to the customers ourselves.

Additional Capabilities

Avalara Returns
CertCapture

CertCapture is a great way to keep track of all of your tax exempt customers. Making sure you have tax exempt/resell certificates all in one location as well as keeping track of those customers that are tax exempt. If you are audited, this makes it easier to give all of the info needed to the auditor.

Alternatives Considered

None

Likelihood to Recommend

When you have to file and pay sales tax in multiple states/jurisdictions. Whenever we sell to wholesale customers who are tax exempt, Avalara's CertCapture handles all of our exemption certificates and ensures we are in compliance and not charging tax to those exempt customers by maintaining all of our certificates in one location.

Great service for sales tax

Modules Used

Overall Satisfaction with Avalara