Easy to Use and Navigate
August 25, 2023

Easy to Use and Navigate

Anonymous | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Modules Used

  • AvaTax
  • Returns
  • CertCapture

Overall Satisfaction with Avalara

Our Company onboarded with Avalara at the bottom of 2019 because of the South Dakota vs. Wayfair decision. The decision was that even though our Company did not have a physical presence in a specific state, economic nexus laws were passed allowing states to impose sales tax obligations to charge out of state sales tax. Avalara provided a way for us to set up our customers who purchase outside of our state as tax exempt in their state in order to purchase goods without having to pay sales tax. There are currently 46 states who have economic nexus and Avalara has made it easy for our Company by having all the sales tax information readily available and even alerting us once we hit economic nexus and have to set up in that state.
  • Filing returns for our business
  • Calculating sales tax
  • Automate tax compliance
  • Notify us of any tax changes/updates
  • Stores tax certificates
  • Provide better pricing

Do you think Avalara delivers good value for the price?

No

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

  • Positive - It has made things easier by calculating this for us
  • Shopify
The integration process of Avalara to Shopify was very easy. I was not part of this portion, however, I have seen the way that it works once Avalara was live. Avalara does the tax calculation for our store automatically. The only thing I'm not a fan of is how the tax breaks down. Oftentimes it is confusing to our customer to see sales tax, county tax, etc. They believe they are being unnecessarily charged sales tax.
Avalara has many great and useful tools making things such as filing, calculation, etc. automated. It is easy to navigate and clear, I especially love the feature in CertCapture where Avalara provides a quick link to a state's DOR for easier validation of tax exemption.
  • CertCapture
Our Company has benefited greatly using CertCapture. It has allowed us to store all of our customer's tax certificates and has allowed us to set them up in our store as tax exempt, respective to their exempt reason. This is also great because if a state were to audit us, we are easily able to pull up all information and provide it to the state.
Avalara has been useful to our Company especially because we are eCommerce retail. It has allowed our customers to easily provide their tax certificate so they can be set up in our system as tax exempt. The integration of CertCapture to Shopify is also great because the tax calculations are automated and every state is different. The only thing I would change is offering more bundles with better pricing; our Company currently pays for the premium, however, we don't use all campaign side of what Avalara offers. We are essentially paying for a side of Avalara that we don't use, so if they were to provide just the CertCapture side of things, without having to bundle it with the campaign side, it would be more useful.

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
8
Tax Data Reporting
9
Compliance Administration Management
9
Tax Exemption Processing
9
Tax Document Management
Not Rated
Complex Tax Scenario Management
Not Rated