Small business appreciative of Avalara services
December 06, 2017

Small business appreciative of Avalara services

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

Modules Used

  • AvaTax

Overall Satisfaction with Avalara AvaTax

Avalara was put in place to allow our company a simple and accurate method of calculating sales tax in multiple states. Avalara also fulfills monthly filings and payments on our behalf to the appropriate entity. Avalara is extremely responsive in answering questions.
  • Avalara, Tony Duffy, has been very helpful in guiding us through the process. He has guided us through the registration process for particular states as well as registering these states with Avalara.
  • Monthy/quarterly payments/filings are always on time and accurate.
  • Avalara is integrated with QuickBooks, sales tax is automatically calculated on quotes, sales orders and invoices. Taxes invoiced are recorded and tax payments are easily applied through pay sales tax.
  • The integration with QuickBooks can be slow at times. Any minor change to any invoice, sales order or quote must be processed through Avatax.
  • Occassionally there is an address that is not recoginized.
  • Avatax errors, I need to reinstall occassionally.
  • Even with these issues, I am very happy to have Avalara!
  • Avalara has simplified this process of calculating sales tax. It probably saves us a day a month of work.
  • Avalara also helped to identifiy which products are taxable. When setting up Avatax, we reviewed each product using a very helpful guide through Avatax to determine the tax code.
The implementation was easy, errors and reinstalling are a bit of a problem.
  • QuickBooks
It is a quick and easy install and integrates with QuickBooks. Only issues are the occassional errors, I think it is more a QuickBooks issue.
I am confident that Sales Tax is charged appropriately.
Yes, we use the managed returns. This is very helpful since each state has a unique process for filing returns. I feel like we should leave the filings to the experts, Avalara, there is no need for me to determine the process for each state.
Avalara is well suited for a small business such as ours. We have employees in multiple states that we are not familiar with the tax laws, not to mention states that have different county/city/town taxes. Who can keep track of all of that? Thank you Avalara!