Avalara is great for small growing businesses in the B2B and B2C space!
November 17, 2020

Avalara is great for small growing businesses in the B2B and B2C space!

Anonymous | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Modules Used

  • AvaTax
  • CertCapture

Overall Satisfaction with Avalara

We use Avalara to automatically apply sales tax to our individual B2B and B2C invoices with our accounting team. Since we sell online and across the country, Avalara is critical in helping us ensure we are applying the correct rates and tracking our sales tax exposure appropriately. We hope to implement a new module next year with their filing service as we don't have the capacity to handle this in-house any longer. Avalara is a great alternative to having an on-site sales tax expert.
  • Sales tax calculation
  • Cert capture campaigns
  • Software integrations with ERPs
  • Difficult to contact account manager via email
  • Automation of process for invoice generation
  • Ability for expertise we couldn't affort in-house
  • Accounting
  • ERP
These were designed before I came to this company, so I'm unsure.
Great website and user-friendly portal.
  • CertCapture
CertCapture is helpful for us managing resale certificates for our customer base and having a single system to help us organize the documents.
I was not involved in the decision making process for Avalara.
Depending on your invoicing process, Avalara can be a great help with adding sales tax appropriately. If you have a commonly used ERP system, it likely will integrate seamlessly which is a really nice feature. Their ability to send out information for updating customer resale certificates is also extremely helpful and I would recommend if you are a B2B wholesale business.

Avalara Feature Ratings

Sales and Use Taxes
9
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
9
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