Item: Avalara
Rating: 9
Author: Ann Marie Jacobson

Use Cases and Deployment Scope

We use Avalara to manage our sales tax compliance. We sell to customers across the United States including doing a lot of drop shipments for our customers. This leads to complexity as we navigate sales tax. Avalara helps us manage exemptions and ensures we charge the customer the correct amount. They also help save us from administration time in filing the sales tax returns.

Pros and Cons

Calculate Sales Tax
Managing Certificates

Improving the Communication when dealing with tax notices

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

Without Avalara we would have needed to add multiple team members to handle everything related to sales tax

Systems Integrated With

Sage 100
API with our website

It was very simple to connect

Usability

8

Once familiar its very easy but there is some learning to be done

Additional Capabilities

Avalara Returns
CertCapture
Professional Services (nexus studies, registrations, backfiling, etc.)

Likelihood to Recommend

Avalara does a great job at helping to make sure we are charging the customer the correct sales tax amount to customers. If you only have nexus in one state, it may not be 100% necessary but as nexus grows it's an invaluable resource in making sure we stay compliant.

Users and Roles

2 - Accounting

Avalara helps save time and admin costs

Modules Used

Overall Satisfaction with Avalara