Convenience and ease
October 26, 2022

Convenience and ease

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

Modules Used

  • AvaTax
  • CertCapture

Overall Satisfaction with Avalara

We have a large base of retail and wholesale customers in many states that we sell product to. Avalara software is a great tool that we use on a daily basis to calculate sales tax in the 36 state that we ship to. Using the software we don't have to guess at what the taxes are for the state, city, county and any special jurisdictions. It stay up to date with the ever changing laws and applies those changes.
  • Notifying us of thresholds met
  • Staying current on sales tax law changes
  • Applying the current sales tax percentage when states increase or decrease their tax amounts
  • Giving us more options to customize a report that we may need for sales tax reporting
  • Being able to setup a quick use dashboard that is personalized to the users
  • Bring back to the quick keys when entering a new customer or updating. ie When entering in the state, you type the first letter of that state and tab to the state you need from there. O would bring up Ohio, Oklahoma, Oregon, So you would type O and tab once to get to Oklahoma. Right now if you type O it brings up every state that has the letter O in it.

Do you think Avalara delivers good value for the price?

Yes

Are you happy with Avalara's feature set?

Yes

Did Avalara live up to sales and marketing promises?

I wasn't involved with the selection/purchase process

Did implementation of Avalara go as expected?

I wasn't involved with the implementation phase

Would you buy Avalara again?

Yes

  • Using Avalara to compile the many reports needed to file sales tax returns for the 35 states saves a lot of valuable time for me as I am the only staff member to file the returns.
No software is perfect and there is always room to grow and get better.
  • CertCapture
Having the certificates at a click of a button is so much more convenient then having to flip through files of paper to find the one you need for the auditor or answer the customer's questions.
There are many features that are at you finger tips. We sell products for the oilfield, in doing so the oilfield companies sometimes require us to use specific software in order to process the invoice for payment. Some of those application we have to be able to break down how much sales tax was charge per line item. We are able to go to that specific invoice and look up that information quickly, so we don't have to manually calculate it ourselves. It gives us the information as to whether sales tax was charged on freight or not, in the state that the product was drop shipped to.

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
Not Rated
Tax Data Reporting
6
Compliance Administration Management
Not Rated
Tax Exemption Processing
8
Tax Document Management
8
Complex Tax Scenario Management
Not Rated