Item: Avalara
Rating: 10
Author: John Spiridigliozzi

Overall Satisfaction with Avalara

Use Cases and Deployment Scope

We use Avalara Managed Returns in conjunction with AvaTax. The combination of these products ensures that we correctly collect and remit sales and use taxes for the regions in which we do business. The savings in resource time alone has provided a huge cost benefit for us, let alone an increase in the accuracy of our reporting.

Pros and Cons

Pros

Establishes the connection with the appropriate municipal entity,
Provides ample time for review of the sales and use tax liability,
Submits the returns in accordance with the requirements of the respective municipal entity.
Maintains historical record of each remittance.
Allows for easy retrieval of past returns.

Cons

Make it easier to find and modify the filing frequency of returns for a municipality.
Be able to engage with an account manager on a quarterly basis.
Quarterly newsletter offering tips - techniques - product updates.

Key Insights

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?

Yes

Did implementation of Avalara go as expected?

Yes

Would you buy Avalara again?

Yes

Return on Investment

Able to maximize existing resources to collect and remit sales and use taxes.
Eliminate errors in timing and reporting of sales and use taxes.
Been a worthwhile investment for the services provided.

Systems Integrated With

SAGE 50

If you complete the work required for the initial set up before starting the installation the integration process flows more smoothly.

Usability

The website features are robust; there is extensive reporting available, a substantial list of topics available online should you need assistance, continued updating of the economic thresholds for us as a reseller, the ability to import transactions as may be needed, customer exemption and certificate management, and the ability to identify favorite reports.

Additional Capabilities

Avalara Returns

Avalara Managed Returns is an invaluable resource to me in my role as Chief Operating Officer. It allows me to manage the return process more and eliminate calculation errors. It provides for timely submission of returns, thus eliminating late fees, and allows me to forecast our sales tax payable expense for our accounting team. It saves time in providing information to our accounting and finance teams for filing our corporate income tax returns.

Alternatives Considered

Avalara Managed Returns is the only product we have used or would have chosen to use, in conjunction with our current ERP application.

Likelihood to Recommend

We use Avatax and Avalara Managed Returns in conjunction with SAGE 50. The combination of Avatax and Avalara Managed Returns has provided a consistent and accurate vehicle for assessing and remitting sales and use taxes. For organizations doing business in multiple states across hundreds of tax regions, these products serve as an invaluable resource. The reporting capabilities allow us to work closely with our senior management and accounting teams so as to ensure we are meeting our compliance obligations.

Avalara Feature Ratings

Comments

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Bobby Sands
(Vendor Representative) commented 2 years ago
Hi John, thank you for taking the time to share your experience using our products. We work hard to deliver our customers a reliable and easy-to-use solution, and so we're happy to read your team is benefiting from our services. We look forward to continuing to serve you!

Avalara Managed Returns - Another Corporate Resource.

Modules Used