Customer exemption Gold Star
October 02, 2024

Customer exemption Gold Star

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

Modules Used

  • AvaTax
  • Returns

Overall Satisfaction with Avalara

Avalara is how we are managing our customer tax exempt status and maintaining compliance with the rules and regulations. It allows us to see who is out of compliance, as well as working with the software to ensure that it is billing for our customers when they may be shipping to an area that they have no exempt status in.

Pros

  • Easy to use
  • Quick and easy correspondence

Cons

  • Needs to explain when something is wrong
  • Flag problems from the user before it is submitted
  • ROI has significantly reduced the time and money required for compliance
  • ERP software
Still working to implement our new ERP, but has been fairly easy considering the different complexity of the overall change.
Very easy to use and work with my customers to gain the tax exemptions. They can communicate with me directly and get what we are needing to me very easily and quickly.
  • Avalara Returns
We have not explored too much outside of Avatax, but returns will be something that we are able to utilize to expedite that tax return process.

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?

I wasn't involved with the implementation phase

Would you buy Avalara again?

Yes

Avalara has brought our customer exemption certificates into compliance with minimal effort and time being dedicated to it due to its ease of use.

Avalara Feature Ratings

Geolocation for Tax Assessment
9
3rd-Party Software Integrations
8
Tax Data Reporting
9
Compliance Administration Management
9
Tax Exemption Processing
9
Tax Document Management
10

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