Confidence in Compliance
February 04, 2023

Confidence in Compliance

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

Modules Used

  • AvaTax
  • Returns
  • CertCapture

Overall Satisfaction with Avalara

We utilize Avalara as our resale and exemption certificate library. We integrate CertCapture with Oracle NetSuite to ensure accurate tax application on eligible sales both retail and wholesale. Utilize AvaTax to compile returns and tax data via an API integration with AvaTax and NetSuite. We also utilize Avalara to request certificates from our customers.
  • Provides webinars that bring clarity in the landscape evolving tax compliance.
  • Has a large library resource of information to help guide users of their products.
  • Filing returns on behalf of their customers.
  • Clear access to a resource where links can be accessed directly to state tax websites that provide regulatory information about tax compliance.

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?

Yes

Would you buy Avalara again?

Yes

  • We are positively impacted by Avalara in having a central library to store our certificate files.
  • We spend very little time and resources to calculate and compile tax data for filing.
  • The electronic filing has helped insure we are on time with our filings and avoiding penalties.
  • Oracle NetSuite
Not difficult at all.
Avalara is excellent but there is always room for improvement.
  • Avalara Returns
  • CertCapture
We have benefited from these additional capabilities by realizing a reduction of labor hours and material costs related to collecting and maintaining tax certificates and filings. By using Avalara products, we have realized more confidence we are complying with a vast array of tax compliance requirements than before partnering with Avalara.
Avalara is well suited for businesses that have a broad reach of sales across multiple taxing jurisdictions. Specifically, where the business may have customers that also have a broad expanse of sales across multiple taxing jurisdictions. Avalara helps to manage the certification, reporting, and paying of tax across multiple tax jurisdictions. Avalara most-likely is less appropriate for business that only selling in one taxable jurisdiction.

Avalara Feature Ratings

Sales and Use Taxes
7
Cross-border Taxes
Not Rated
VAT / GST Taxes
Not Rated
Energy and Fuel Taxes
Not Rated
Geolocation for Tax Assessment
5
3rd-Party Software Integrations
7
Tax Data Reporting
7
Compliance Administration Management
7
Tax Exemption Processing
7
Tax Document Management
7
Complex Tax Scenario Management
Not Rated

Using Avalara

10 - Customer relations, collecting and storing customer certificates. Accounting, compiling, storing, and remitting tax returns.
2 - Information technology and accounting skills.
  • Collect and store tax certificates.
  • Tax compliance.
  • Tax return filing.

Using Avalara

ProsCons
Like to use
Relatively simple
Easy to use
Technical support not required
Well integrated
Consistent
Quick to learn
Convenient
Feel confident using
Familiar
None
  • Capturing certificates and linking them to customers.
  • Review tax filings.
  • Avalara customer data is difficult to pull out and then create into an easy-to-use reference tool.
  • Ability to review which customers to send certificate requests to, this is a cumbersome process.