Gotta Have our AvaTax!
Updated August 17, 2020

Gotta Have our AvaTax!

Lori Clark | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Modules Used

  • AvaTax

Overall Satisfaction with Avalara

We use Avalara AvaTax in our accounting department. It supplies us the tools to charge our customer's the proper sales and use tax and then helps us submit the correct amount to the correct taxing authority. It keeps us on track and accurate, without the overwhelming effort to maintain the tax records.
  • If you have to submit sales tax in California, then you will love Avalara AvaTax! It keeps all the tax divisions in the right divisions separate.
  • The liability worksheet makes it easy to check the amounts to be submitted, which you approve prior to submittal.
  • Avalara AvaTax keeps you in control of the sales and use tax, which saves you time and stress.
  • The training on the system could be much better. We only use the system once a quarter, so it difficult to remember something you only use in that time frame.
  • Better help with the committed items, as sometimes they do not commit.
  • Make the system reminders for the liability worksheet pertain only to your client's time-frame. We are quarterly, so please don't send us a reminder every month, it's confusing, especially when we are new to your system.
  • Has saved us tons of time on returns.
  • Well worth the investment.
  • Keeps us informed of tax changes.
Once you get used to it Avalara AvaTax works like a charm.
  • We use the certificate management. It is awesome and keeps all our customer’s certificates recorded.
We have not used other products only Avalara
It works great for us as we need the help with all of the returns.

Avalara Feature Ratings

Sales and Use Taxes
10
3rd-Party Software Integrations
10
Tax Data Reporting
10
Compliance Administration Management
10
Tax Exemption Processing
10
Tax Document Management
10

Using Avalara

2 - Accounting
2 - Accounting clerk and Supervisor
  • It keeps us updated on the tax changes
  • It streamlines our tax returns
  • It automatically calculates the taxes owed as well as "rounding" monies
  • Haven't found any of those yet
  • When we expand into different states we expect to utilize Avalara
  • The cert capture feature helps keep us on track and ahead of the game
We feel the Avalara has built a really good program. We feel it works well for our company and hopefully will continue to do so in the future.

Evaluating Avalara and Competitors

  • Product Features
  • Product Usability
Avalara fit with our current accounting software, which made it very helpful.
Since I am not familiar with any other software that performs this task, I think we would have proceeded exactly the same.

Avalara Implementation

  • educating employees
  • understanding which customers were affected
It was difficult we needed more guidance than what we received. I’m sure that has resolved.

Integrating Avalara

The integration itself is not difficult, its understanding how it effects your procedures that takes time. Just like any other change, at first it is harder.
  • File import/export
Plan your integration with all the users involved. I have found if you don't include all, you might have issues that were not considered. Avalara has lots of help available to use.
  • Sage 50 Accounting.
It was easily integrated.