Rearview Mirror Look at Avalara
August 30, 2023

Rearview Mirror Look at Avalara

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

Modules Used

  • AvaTax
  • Returns

Overall Satisfaction with Avalara

The company uses Avatax integrated with invoicing software to calculate sales tax in 20 different states. Avalara also files the returns and makes the prepayments as needed.
  • Sales exemptions can be applied quickly allowing us to remove sales tax from orders efficiently.
  • The available reports make monthly reconciliation more streamlined.
  • Transaction details clearly display exact tax rates per line item.
  • Account managers change frequently. More longevity would be helpful.
  • Developing training for beginner users that makes no assumptions about the users prior knowledge would be advantageous. I was overwhelmed when I began learning how to use Avatax, do monthly recons, troubleshoot, add exemptions, monitor changing thresholds, how to register, set up returns, etc.

Do you think Avalara delivers good value for the price?

Not sure

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?

No

Would you buy Avalara again?

Yes

  • With Avalara services I can manage the day to day duties and monthly reconciliations while maintaining my other accounting responsibilities.
  • Quickbooks, Acctivate, Magento
There is a learning curve for each system but Avalara support helped with questions and issues.
My usability rating 5 years ago would have been much lower. I jumped in to the sales tax world with little experience outside the state where my employer is located. I think a structured training program from the outset would have helped. I know tutorials were available, but where to find them, which ones to begin with, etc. made usability very frustrating. I was learning the system but also using the system at the same time to bring my employer into compliance with the new nexus requirements.
  • Avalara Returns
The returns are filed on time and I have access to detailed reports.
Avalara integrates well with the two ERP systems currently in use and is suitable for all invoicing needs.

Avalara Feature Ratings

Sales and Use Taxes
9
Geolocation for Tax Assessment
9
3rd-Party Software Integrations
9
Tax Data Reporting
9
Compliance Administration Management
9
Tax Exemption Processing
9