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Great Product and Easy to Use
January 22, 2018

Great Product and Easy to Use

Amy Hansen | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Modules Used

  • AvaTax

Overall Satisfaction with Avalara AvaTax

We are using AvaTax with several of my companies both fully integrated and some we use uploaded spreadsheets to calculate tax. We also use CertCapture for our certificate management.
  • Good Products- Both AvaTax and CertCapture are really good software products.
  • Connection between AvaTax and CertCapture is great.
  • Having a direct person to work with for AvaTax returns would be helpful. Right now I have to call support and explain everything each time over and over again.
  • I would like if all billing was available online to view and pay. If you use professional services the bills don't come through website.
  • I have several accounts between CertCapture and AvaTax and I have tried to get my account information (contact and address) updated but it hasn't been updated everywhere.
  • The biggest issue I had with Returns is the lack of flexibility with the process. My company is always changing and that means sometimes I have last minute changes and Avalara doesn't allow for that. Another issue I had with the returns process is regarding non-registered amounts. Right now there is no report that will tell me how much I have charged over the time it takes me to get registered. I have to pull up each month to find total amount.
For implementation, I would like if there were more checklists for the implementation process I find it easier to have a printed checklist then just all online.
  • Great Plains
  • SalesForce
I have only done one full integration and the rest of my companies were already using AvaTax so i have just update the current setup.
I think there is room for improvement but I do like the product overall.
We do the SST returns for one entity and we use CertCapture.
I think what is good about AvaTax is the interface is easier to work with if you are a non-IT person. Not all products are as easy to use. Another good thing is the low cost of implementation. Other tax systems are not as affordable as Avalara products.
Avalara AvaTax is good for non-IT people because it is easy to navigate. I implemented AvaTax at a new company and I was able to completely set up the AvaTax side by myself without IT help. There are a couple areas that would be good to improve. When choosing a tax code you have to [use] a spreadsheet to find the code. It would be great to have a tool to search for them online. Another issue is the tax calculation tool. It would be great to be able to save a transaction I would want to rerun.