Use Avalara and stop torturing yourself
July 26, 2023

Use Avalara and stop torturing yourself

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

Modules Used

  • AvaTax
  • Returns
  • CertCapture
  • Business licenses

Overall Satisfaction with Avalara

Filing almost 100 return on a monthly, quarterly, annual basis for our entity - we are registered in all required states in the US and many individual cities/counties that have separately managed sales tax. This software prevents us from having to manually calculate tax each period and file returns. We also don't need to keep track of tax rate changes because the software updates them automatically. In addition we use the exemption portion to track certificates from our customers, many of whom are exempt because they are hospitals. WE also have the option to write custom rules when we don't agree with the outcome Avalara recommends.

Pros

  • Correct tax rates charged to customers based on rate changes automatically
  • Applies sales tax holidays which skips tax being charged on specific dates
  • Tracking of exemption certificates and reporting on ones expiring soon so you can get ahead of the expiration and not have any gaps

Cons

  • New exemption tool not as robust as previous version - cert capture
  • Support can be frustrating sometimes and not give helpful answers.
  • Passwords from business license should connect in Avatax so you don’t have to track twice and update in both places when you make changes.
  • Website has been crashing a lot lately and we aren't able to log on.

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?

Yes

Did implementation of Avalara go as expected?

Yes

Would you buy Avalara again?

Yes

  • Much less time required at month-end completing returns
  • Flags expired certs in a reportable format as well as ones expiring in the next 30 days so we can start requesting updates right away.
  • Time spend calculating rates is no 0. Everything is automatic.
  • I spent probably 1 hour during the month sorting sales tax charges by state on a spreadsheet to make sure nothing jumps out (large tax item in a state that normally only has exempt certs, etc.) Then another 1-2 hours during close reviewing amounts being filed to make sure they match what I withheld. That is it
I haven't used any other tools in this space at other companies, but I did look into several different options before we decided to go with Avalara. They seem to offer the best value and most comprehensive service on the market. They have also scaled with us over the past 4 years as we have quadrupled our volume and added approx 50 more juridictions.
I haven't used any other sales tax products except for calculating my returns by hand. Unfortunately we made the decision to implement Avalara almost 5 years ago and I really don't remember what other solutions we considered at the time.
Before we signed up to start using Avalara I was manually calculating and filing 12 returns a month. It would take me an entire day during the close, and every month I would identify invoices which had the incorrect rate on them and had to be adjusted. Most times we couldn't go back to invoice the customer, so we were out of pocket for the difference. I would guess anyone who moves beyond their home state for shipping to customers could benefit from using Avalara as you are just not as familiar with the tax situation - especially if you live in a state charging local taxes.

Avalara Feature Ratings

Sales and Use Taxes
10
Cross-border Taxes
Not Rated
VAT / GST Taxes
Not Rated
Energy and Fuel Taxes
Not Rated
Geolocation for Tax Assessment
Not Rated
3rd-Party Software Integrations
10
Tax Data Reporting
Not Rated
Compliance Administration Management
9
Tax Exemption Processing
8
Tax Document Management
10
Complex Tax Scenario Management
Not Rated

Comments

  • Bobby Sands | TrustRadius Reviewer
    Thank you for taking the time to share your experience using Avalara. We work hard to deliver our customers a reliable solution, and we’re grateful to have the opportunity to serve you.

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