AvaTax and CertCapture: Thumbs Up. Processing Returns: Thumbs Down
November 18, 2020

AvaTax and CertCapture: Thumbs Up. Processing Returns: Thumbs Down

Anonymous | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User

Modules Used

  • AvaTax
  • Returns
  • CertCapture

Overall Satisfaction with Avalara

The AvaTax function is used to compute sales tax on all of our orders. The Returns are used by our accounting team to review, approve, and file our sales tax returns. The CertCapture platform is used by our accounts receivable team who handles the customer exemption certificates. Avalara helps keep us a bit more organized.

Pros

  • Tax calculations
  • CertCapture features
  • Training opportunities

Cons

  • Customer service overall.
  • Customer service response.
  • Accurate filings on behalf of the customer.
  • We spend about the same amount of time processing returns.
  • The reporting seems adequate for our needs and we do not need to run additional reports outside of their software.
  • Ease of use has been a time saver.
  • ERP - EPICOR
It went as expected. Some items were easy, some were not. Customer service during setup was not what it should have been and our specialist at the time was unable to answer numerous questions.
Avalara is incredibly easy to use.
  • Avalara Returns
  • CertCapture
We have benefited from CertCapture quite a bit; the ability to organize is great. We have not benefited from allowing Avalara to process our returns. This has actually cost us time. Lots of time.
Avalara had the better "look and feel", best growth, and better educational and training opportunities.
Certcapture is great, but I would NOT recommend allowing Avalara to file on your behalf. We have had numerous issues with filings being incorrect and "changes" being made that I do not agree with. Avalara does great with training, however, their customer service is the worst I have experienced in my career.

Avalara Feature Ratings

Type of tax
9.0
Sales and Use Taxes
9
Tax Reporting & Compliance
7.0
3rd-Party Software Integrations
8
Tax Data Reporting
6
Compliance Administration Management
2
Tax Exemption Processing
8
Tax Document Management
9
Complex Tax Scenario Management
9

Comments

  • Bobby Sands | TrustRadius Reviewer
    Bobby Sands
    (Vendor Representative) commented 4 years ago
    Thank you for taking the time to share your experience using Avalara. We work hard to deliver our customers a reliable and easy-to-use solution. From what you wrote, we recognize that there are things that have gone well and areas that need improvement. We would appreciate an opportunity to learn more about your experience with Avalara Returns. If you’re open to a conversation, please contact customercare@avalara.com.

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