Avalara product review
May 02, 2024

Avalara product review

Jacob Swager | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Modules Used

  • AvaTax

Overall Satisfaction with Avalara

My company has three separate unique divisions, online retail, national rental, and a marketplace facilitator. The obvious problems we faced were sales tax nexus threshold tracking, calculating the correct sales tax rates, exemption certificate management, as well as managing and reporting on things like the CO retail delivery fee and the Illinois rental tax. Avalara has products to monitor and track state by state sales and compare it to each state's individual nexus thresholds, they are crucial in accurately calculating sales tax on each customer's invoice based on the customer's shipping address. Avalara also has software to manage customer and vendor exemption certificates with automated processing features to help streamline our internal processes.

Pros

  • Accurately calculate and apply sales tax rates
  • Avalara is a "total solution" that covers all areas of transactional tax.
  • Managing the software is easy and intuitive.

Cons

  • It would be if sales tax reports were available to reflect state upload templates
  • We process millions of invoices per year so calculating sales tax would be impossible without Avalara.
  • We are more likely to be compliant in miscellaneous areas like state delivery fees because Avalara makes it easy.
  • We receive over 100 exemption certificates every day. Without Avalara's software we would require at least 2 additional individuals to manage just exemption certificates.
Avalara's products are intuitive and practical. After the Avalara sales tax API integration we maintain tax codes on the backend and let the system do its thing. Avalara automatically updates their system to reflect current tax laws which makes maintenance and upkeep seamless and minimal effort. The reliability of the product is top tier.
Setting up a state in Vertex was not intuitive or user friendly. The system itself was clunky. Trying to set up a custom tax override was a nightmare. Whereas any of these tasks are very simple with Avalara. Setting up a state is as simple as checking a box and entering a start date. Custom tax overrides are easy to initiate and the system is very user friendly.

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

Avalara is great in the sales tax compliance area, exemption certificates, and 1099s. The property tax software was good for property that is fixed to a specific location, but it did not work well for our rental company where the property will be moving to new jurisdictions on a regular basis.

Avalara Feature Ratings

Type of tax
10.0
Sales and Use Taxes
10
Tax Reporting & Compliance
9.2
Geolocation for Tax Assessment
10
3rd-Party Software Integrations
9
Tax Data Reporting
7
Tax Exemption Processing
9
Tax Document Management
10
Complex Tax Scenario Management
10

Comments

  • Bobby Sands | TrustRadius Reviewer
    Bobby Sands
    (Vendor Representative) commented 2 years ago
    Thanks for sharing your experience with us, Jacob! We work hard to deliver a seamless product and we're thrilled to read it working well for your team. Thanks for trusting us with your sales tax!

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