Seamless Tax Calculations with a click of a button
June 25, 2025

Seamless Tax Calculations with a click of a button

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

Overall Satisfaction with Avalara

We use Avalara to calculate tax on our invoices and sales orders. Avalara integrates with Chargebee and Sage Intacct, our accounting software, and also with Expedite Commerce, which is our quoting tool. When creating an invoice to send to a customer, the tax will automatically be calculated. The only issues we have encountered is when a customer has a different mailing address from the shipping address. Avalara will not calculate the tax unless both addresses match.

Pros

  • Creating an invoice with our accounting software is seamless. Tax is automatically calculated on the invoice.
  • Calculating tax on our quoting tool only requires you to select a button that says "calculate tax." Once the tax has been calculated, you can create the quote.
  • The only requirement is that the customer is marked as taxable, and then Avalara will automatically calculate the tax.

Cons

  • Avalara should be able to calculate tax on the billing address only and not require the billing and shipping addresses to be the same.
  • It would be helpful if Avalara automatically calculated tax in Expedite Commerce, our quoting tool, without having to select "calculate tax."
Integration was relatively quick and easy. I was not part of the integration process but was aware of it and was told it was an easy setup. It has worked well with all three of our software choices.
With having customers all over the United States, it is a seamless task creating invoices that include sales tax that varies from state to state. Avalara gives you peace of mind that your calculations are accurate. The fact that Avalara integrates with so many accounting software services is a big advantage to any accounting department for any business.
  • Avalara Returns
Our organization has not used these services.

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

Avalara assists in adding the calculated tax on all US territories without the need for any manual checking or calculations. It takes out the guesswork. Most users of the software rely on the program being accurate without the need for a follow-up. We have seen areas where tax calculated from the quoting tool and accounting software have differed, but in most cases, it's completely accurate.

Avalara Feature Ratings

Sales and Use Taxes
10
Cross-border Taxes
Not Rated
VAT / GST Taxes
10
Energy and Fuel Taxes
Not Rated
Geolocation for Tax Assessment
10
3rd-Party Software Integrations
10
Tax Data Reporting
10
Compliance Administration Management
10
Tax Exemption Processing
10
Tax Document Management
10
Complex Tax Scenario Management
10

Using Avalara

The finance team uses Avalara, as they create all the invoices and subscriptions. The customer success team, as well as the sales team, use Avalara to calculate the sales tax on their sales orders, which are presented to the customers.
2 - Our accounting manager and bookkeeper maintain the product and make any changes necessary.
  • Calculating sales tax on sales order
  • Calculating sales tax on Invoices
  • Assuring the organization that taxes have applied correctly
We have encountered no issues with Avalara, which is uncommon when implementing new software. It has been a seamless transition.

Comments

  • Celina Romera | TrustRadius Reviewer
    Thanks for taking the time to leave such a detailed review. Its great to hear Avalara is helping streamline your invoicing and sales tax process across multiple tools. We appreciate your note about address matching and quoting functionality and well keep that in mind as we continue to improve. Thanks for being a part of the Avalara community.

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