Who Uses This Software?

Avalara provides automated, cloud-based solutions for transaction tax compliance across the U.S. and throughout the world no matter your business size or industry.


Average Ratings

151 Reviews

  • 4.5 / 5
    Overall

  • 4 / 5
    Ease of Use

  • 4 / 5
    Customer Service

Product Details

  • Starting Price
    $50.00/year
  • Free Demo
  • Deployment
    Cloud, SaaS, Web
  • Training
    Documentation
    Webinars
    Live Online
    In Person
  • Support
    Online
    Business Hours

Vendor Details

  • Avalara
  • www.avalara.com
  • Founded 2004
  • United States

About Avalara

The Avalara Tax Compliance Suite - Avalara AvaTax, Avalara Returns, and Avalara CertCapture - offers solutions for various transaction taxes, including sales and use, VAT, excise, communications, and others. The suite enables you to calculate taxes, file and remit returns, and comply with document management requirements. More than 700 integrations are available for accounting systems, ERP and CRM providers, ecommerce platforms, and more, as well as professional services and training support.


Avalara Features

  • Address Validation
  • Audit Trail
  • Consumer Use Tax
  • Exemption Management
  • Tax Calculator
  • Tax Filing
  • Taxability Verification
  • Transaction Tracking
  • Value Added Tax (VAT)
  • Accounts Payable
  • Accounts Receivable
  • Bank Reconciliation
  • Billing & Invoicing
  • CPA Firms
  • Expense Tracking
  • Fixed Asset Management
  • Fund Accounting
  • Government
  • Nonprofits
  • Payroll Management
  • Project Accounting
  • Purchase Orders
  • Tax Management

Avalara Reviews Recently Reviewed!


In general Avalara has been a great product. It saves us a great amount of time every month.

Apr 17, 2018
4/5
Overall

4 / 5
Ease of Use

3 / 5
Features & Functionality

2 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: You don't have to think about it. Once you get it set up, it runs smoothly on its own and only requires a monthly review to tie out to your GL. Having Avalara remit sales tax on my behalf is a great option.

Cons: The software works great. We have had issues with the Cert Capture add on. Which can be very confusing to use. Also setting up reminders on the cert capture side is challenging, and the email directly to customers from Cert Capture is a confusing process for both the administrators and the customers receiving the requests. I would also like additional stability with our customer rep. We are on our 4th customer rep in about 18 months. Along with changing reps, our contract is not reviewed and we have been overcharged. This last fall our overcharging went on for about 4 months and then took another 3 months to get the cash/credits back from Avalara. I also would like Avalara to have a better integration with Amazon. I end up having to import Amazon transactions into Avalara every month, with is always a challenge.

Overall: Avalara definitely saves time and money by automating the sales tax. As well as keeps us in compliance, as I could not keep track of the sales tax we owe in every state when tax rates continually change.

Capterra loader

Watched this company go from great to terrible

Apr 03, 2018
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

1 / 5
Customer Support

1 / 5
Value for Money
Likelihood to Recommend: 1.0/10 Not
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Pros: Platform is flexible and mapping is intuitive, even for complex tax situations. Easy integration with Magento Enterprise.

Cons: Reports are difficult to run. Its more complex than it should be to add manual transactions and the UI needs a considerable update. But my biggest complaint has been in the lack of customer service. It has regularly taken WEEKS for our customer service rep to respond to my emails. And when I showed the "Customer Experience Manager" at Avalara the chain of emails that shows it has regularly taken weeks, I get no apology and refuse to honor my request for a new customer service rep to take over my account. They are forcing me to work with a rep who has failed to perform. That is simply unacceptable.

I have recommended and installed Avalara, Ava Tax, Ava Reports for several organizations over the past 10 years and initially they were amazing to work with. I feel saddened that I can no longer recommend them due to the decline in their customer service.

Overall: Multi district/state tax calculation made easy.

A great resource for sales tax calculations

Nov 27, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

3 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: The software works great. Once you have it set up, it runs in the background and involves almost no review. I know we are always charging the correct tax rate and with the tax return processing, I know my returns are being submitted correctly and on time. With exposure in most US states, staying up to date on all tax changes and filing individual returns would require a small team to keep accurate. With Avalara, we set up the states and localities we are in and the software takes care of the rest.

Cons: When questions do come up, customer service could do a better job. I have also had our individual customer rep changed on us multiple times in the last year, which is frustrating. I have also experienced billing issues around the time of renewal each year, which can take up to 4 or 5 months to get resolved.

Overall: Overall, I am very satisfied with Avalara. It has connectors to the software and eCommerce sites that I need, and with those, setup is quite painless.

Tax calculations made easy

Nov 30, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Avalara makes tax calculation easy for each of our sales order. We no longer have to be too much concerned with the right tax rates in each of the states and counties we have business in because Avalara update those rates every time a tax rule or tax rate changes. Each time I need to research when a tax calculation is wrong, based on the user's input, I found that Avalara is correct and that the issue is related to something the user is missing to take into consideration.

Cons: The only dislike that I have is that Avalara support takes a lot of time to get back to you. I always end opening a support case thru e-mail, chat and phone, so I work with the one that answers the fastest.

Overall: Avalara saves us a lot of time by keeping track of all the sales tax rules based on products, customers, zip codes, tax exempt certificates. We just need to setup the states where we have business in, the products and upload the tax certificates and Avalara makes the rest.

Great Service

Nov 27, 2018
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: Ease of use and navigation of support questions. There is a lot of capabilities in the system depending on your business structure. Any questions that you might have about using the software is available for non users in the support search.

Cons: Support emails. Blocky and convoluted, they notify you if there is a support request made. They become hard to follow with the generated support number and when the request has been elevated to another department or specialist. I mostly just archive the emails without looking at them as they tend to be redundant (which has had me miss some important emails unfortunately). Would benefit greatly in cleaning up the email format.

Overall: Great experience overall. Software if easy to navigate. If you have a question they are fairly quick to get back to you and provide specific support.

Capterra loader

Tax Cert Organization for any Sized Company

Nov 27, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support
Likelihood to Recommend: 8.0/10 Not
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Pros: I use Avalara's CertCapture program for filing all of the tax certs my company receives. If you are still keeping physical copies, you need to consider this. CertCapture allows the user to assign account numbers and names to every cert uploaded - it also allows expiration dates to be set. A report is processed every couple of weeks to see which of our customers will need to send in updated paperwork. Then an automated email and fax are sent, reminding them what certs are needed. Staying in compliant is one of my top priorities and this allows me to do so with ease.

Cons: I am honestly struggling to think of anything negative to say about this software. We currently use Vertex for our tax calculations, i would like to start using AvaTax though. I work for a large corporation and from what I've been told AvaTax doesn't meet our business needs. I would like to see that change in the coming years.

Capterra loader

Takes the hassle out of filing taxes

Nov 27, 2018
4/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

3 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: - Portal is easy enough to navigate. Lots of training and tutorials provided

- "Set it and forget it" .. well not exactly .. you still have to monitor and reconcile monthly to ensure everything is running smoothly. But saves a lot of time logging in and figuring out how to file taxes monthly for each state.

- Reporting is very transparent. Easy to download reports, and compile and save info for auditing purposes.

Cons: - Use Tax functionality is not fully automated for all software. We use NetSuite, and there's no way to capture Use Tax on Expense Reports so these must still be entered into Avalara manually.

- Customer Support is sometimes lacking. It takes forever to get a hold of someone on the phone, and when you do, many of the times the case just gets escalated to someone else so no immediate help. Also, they may point you to an article online that you've already found by Googling on your own.

Great tool for eCommerce, but error messaging sometimes unclear

Aug 18, 2018
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

3 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: We love how AvaTax automatically calculates and reports on sales tax - there don't seem to be any competitors that can do it as well as Avalara does. The Magento extension works perfectly and we run into issues only occasionally.

Cons: When we do run into issues, it's either because the data coming in to AvaTax is garbage data (not really their fault), or because of random matchback issues related to tax product codes and address verification. For the latter, the errors are really not verbose enough to solve the problem. Manual reposting of transactions isn't very intuitive when you have to fix errors/mistakes on an order without literally logging into AvaTax and creating new records.

Overall the software works as expected and provides great value for us as an organization.

Apr 05, 2018
4/5
Overall

4 / 5
Ease of Use

3 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: I like the reliability of the software, the lack of problems that arise, and the degree of simplification it brings to what could be a difficult process.

Cons: I feel that some of the integrations with third parties could be improved, namely QuickBooks, as the ability to run batches of invoices has never worked for me despite numerous attempts to fix this with customer support. I also believe that the customer service has been drastically reduced over the last year based on some recent experiences. This is a shame because Avalara had some of the best customer support I have ever encountered, previously.

Overall: It drastically reduces the amount of time required to calculate sales tax, remit tax returns, and reconcile.

Full service sales tax solution - Saves a lot of time!

Apr 06, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

4 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: The website is fairly easy to use once you get used to it, including the Avatax and Avacerts websites. Integration was relatively painless with Netsuite and was mostly handled by the Avalara team. No having to worry about rates being correct. With the filing service no having to worry about tax filings.

Cons: The software is fairly expensive, and there are no like-for-like alternatives on the market. Some of the tier breaks are strange (specifically with the certificate capturing portion). Doing a few things isn't as intuitive as it could be, such as taxing a regularly exempt customer one time on a specific order.

Overall: Lots of time saved, peace of mind regarding rates charged and filings.

User of Certcapture -IDSC Holdings Snap-on Industrial

Nov 27, 2018
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: I can customize for my needs

Searching is easy

Campaigns make collecting expiring certificates easy

Cons: I would like to be able to add email contact for our sales field when we send email or letter to customer in a campaign.

Would like to be able to bulk upload certs

Drop and drag would be cool for adding certs

We have two sub companies set up. I would like to merge them so i have visibility for customers who are under both companies, and only have to upload a certificate once instead of under both companies.

Overall: I really like the tax information provided through the blog, and twitter feed. Managing tax documents has gotten a lot easier since I first started doing this 10 years ago.

Capterra loader

Couldn't do it without them!

Nov 30, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Avalara keeps up with all the nationwide changes in taxing jurisdictions month-to-month so we can focus on our business transactions and not struggle with tax compliance. They operate seamlessly in the background and keep us accurate and exposure-free.

Cons: I am eternally disappointed that I didn't come up with the concept for Avalara myself =)

Overall: In the wake of South Dakota v. Wayfair, Avalara alerts us if we have nexus in a new state. This is a priceless benefit. Also, Avalara was instrumental in helping us comply with a Tennessee customer's request for a multi-year sales tax refund. Thanks to Avalara, we survived the experience without hiring additional labor and the customer was satisfied with the outcome.

I have Avalara integrated on 2 of my online Bigcommerce stores.

Apr 26, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money

Pros: As with most Bigcommerce integrations, setup was super easy. Signing up for an account and a couple clicks and you're good to go. Calculating sales tax/setup on the backend of an online store can be time-consuming if you don't have Avalara. I do not use the software to do any tax return prep or reports so the version I use is completely free. You can't beat free for a no hassle sales tax calculation experience. State laws change and it's nice to have software that keeps my stores up to code.

Cons: I cannot think of any cons to the software. It is free and truly takes the hassle out of calculating state sales tax for all my customers. If you are looking for a software to take care of all of your sales tax needs, such as reporting, you might be able to find cheaper alternatives.

As my company expanded into multiple taxes, having AvaTax was essential to managing sales & use tax.

Apr 09, 2018
5/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

4 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Once implemented, it is simple to use both for the administrators and our customers. AvaTax has covered a wide gamut of situations that my business presents. The software itself is thorough no matter what jurisdiction or product/service is sold and the product help desk is quick, user friendly and complete.

Cons: The integration with our ERP software and e-commerce website yields a frequent rounding issue on the customers' invoices. Not blaming AvaTax for the issue, but neither AvaTax nor our ERP have the flexibility to address the problem.

Overall: This headache is almost entirely outsourced to specialist. We concentrate on our core business instead.

Avalara Cert Capture

Nov 27, 2018
5/5
Overall

3 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Uploading tax certs and searching for tax certs within the system is very simple

Cons: This isn't really a con. Currently we have not used the reporting function or the request for information function. It isn't as simple and takes a lot more time from what we have been told. The instructions we received were very detailed and seemed a bit complicated. I will be able to better score this once we have a chance to actually work with it.

Overall: The Avalara system has been very beneficial in the tracking and uploading of tax certs for all of our customers. It has also proved to be a very efficient way of pulling certs during audit reviews.

Great product...poor performance in QBO

Jan 08, 2019
2/5
Overall

2 / 5
Ease of Use

3 / 5
Features & Functionality

2 / 5
Customer Support

1 / 5
Value for Money
Likelihood to Recommend: 2.0/10 Not
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Pros: Avalara has a great concept if it works as designed. Auto-calculates sales tax based on address, ensures updated tax rates, filing assistance for multiple states...it really is a business owners friend...in theory.

Cons: Unfortunately, Avalara does not work well with QBO. There seem to be many bugs experienced with QBO. We have used Avalara with QBO for over 1yr and seem to be their guinea pig to alert them of issues. Currently, Avalara's connection is preventing us from saving and updating invoices in QBO and is not posting tax to the Avatax console for approx. 50% of our $2mil/mo client. We have to manually enter each invoice into Avatax to ensure that the proper taxes are paid. Unfortunately, if we need to update a class, memo, email address or any other aspect of the invoice (not related to ST) we cannot update those 50% of transactions. After support reviewed the issues multiple times, they tried to blame the issue on QBO. But when we disconnect the QBO from Avalara and try to do the same transaction - it works...so Intuit has confirmed the issue is isolated to

Overall: Support has been mediocre. The current issue is on it's 4th month with no anticipated resolution timeframe. In the meantime my client is paying me to manually enter these and reconcile Avalara to ensure that the system reports the proper totals as well as to educate their support team. I feel bad that they are paying a lot of money for a product that is not functional...to my knowledge, all of my requests to get them a credit for their inconvenience and the product issues have been ignored. As the title states, a great product "in theory", but it needs to work! Sales Tax is nothing to screw around with.

Software

Nov 27, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

4 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: The software has the ability to capture from start to finish with taxing the invoice to remitting the returns to the state were we collect sales tax.

Cons: Would like to be notified if Avalara stop taxing on invoices instead of finding out after the fact. This could be on the connector side, but still to put in place even an email to let us know.

Overall: Excellent sales tax program. Top of the line glad we went with Avalara back in 2015. The support group is well versed on trouble shooting and resolving issues. I would highly recommend Avalara to any other company that is looking for a sales tax program.

Excellent Service

Dec 07, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support
Likelihood to Recommend: 10.0/10 Not
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Pros: Avalara has saved our company so much time and hassle with sales tax. Our company does business in all 50 states and it is hard to keep up with the changing tax rates. Having Avalara by our side gives us confidence that the taxes we are charging the customer are correct.

Cons: Avalara has grown a lot since we started using them. Our company was one of the first. For a while, it seemed as though it was taking Avalara a bit more time to respond to our requests and inquiries, but the company has added more staff and the response rate has improved.

Avalara Review

Nov 30, 2018
4/5
Overall

3 / 5
Ease of Use

3 / 5
Features & Functionality

3 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: The automation of getting correct tax rate for multiple states in which we do business. I think it is a valuable resource and good value for the money. There's no way we could keep up with all the laws and tax rates and keep our software updated accordingly

Cons: When working with Support, they assume that I am a software person. I'm the accountant and often don't understand their techno lingo. This is very frustrating. Also, there seem to be frequent issues with the Avalara software not communicating back with my software, causing posting issues. This is frustrating as well.

Overall: Good quality people, expertise and concern with perfection of product. We were a bit oversold on connectors, etc.

We use AvaTax to calculate sales tax on customer invoices for multiple states and jurisdictions.

Apr 05, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

4 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Very easy to implement and use. Handles all of our sales tax requirements with little to no effort on our part. Integrates well with our financial system. Very reasonably priced.

Cons: We really do not have any complaints. We have been extremely pleased with AvaTax. It has worked great for us.

Overall: AvaTax handles all of the sales tax calculations, reporting, returns, filings and payments seamlessly. We were very pleased with how easy it was to set up initially and how seamless it has been since then to use. Definitely would recommend it to others who need to simplify and automate their sales taxes.

Peace of Mind

Dec 05, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Excellent Customer Support Tiered Pricing for a Mid Sized Business Detailed Reporting User friendly Portal Flexible Nexus Rules and Company Structure Setup Easy Website (Retail) Integration

Cons: Very little. If I can think of anything it would be that the pricing is tiered based on level of transactions, so if you do a very high volume of extremely small transactions with a very tight margin and need to utilize Avalara or another service for your taxation call the ROI in time saving could potentially be negated by the cost.

Saved my butt on state sales taxes.

Apr 09, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Saved me a clerical body no longer chasing and updating new tax rates. Added new efficiency points on sales tax collects. Excellent sales tax reporting. I've passed 11 sales tax audits without any charges since I've been on the software.

Cons: I wish the address field could be more dynamic in our use of the product. As our product is tied to our ERP the addresses must be set up for use and as such that is good, but if the step was combined it would save time.

Overall: Saves time, money, and simplifies your life.

AvaTax works great for us in automatically figuring taxes on quotes.

Apr 12, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

4 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: The fact that it is automatic. My sales reps don't have to think about it...it just adds the appropriate tax for the applicable states/counties. We use a quoting system from Connectwise and AvaTax integrates such that we can see the specifics of any tax associates with our quotes. Most of the time however we don't look at anything...it just shows up on our quote when we publish it to the customer. Great product for our purposes!

Cons: I don't really have a "con" for the product. It does exactly what we wanted...and were told...it will do.

Overall: The automation of tax for every applicable quote that we produce and send to our prospects and customers.

It does the job

Aug 31, 2018
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

3 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 5.0/10 Not
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Pros: Our Sales Platform uses Avalara for sales tax calls, it works pretty well. It wasn't to difficult to setup and we have pretty much 1 person who manages our tax settings and accounts.

Cons: It can get pricey. They charge by the "tax call" so our sales software that by default calls to Avalara each time the sales document is saved can lead to some higher rates. Luckily this can be turned off.

Overall: Other than the occasional slowdowns that can be monitored on their status website, it works well for us.

Too many bugs for QBO

Apr 13, 2018
2/5
Overall

2 / 5
Ease of Use

3 / 5
Features & Functionality

2 / 5
Customer Support

1 / 5
Value for Money
Likelihood to Recommend: 1.0/10 Not
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Pros: The concept of Avalara is good...calculate sales tax based on ship to address, file returns for various states. Avalara is the ST experts so internal knowledge does not have to be CPA level.

Cons: Every time you save, email, update sales rep or make any change to an invoice in QBO, you get charged for using the program (even if it's not impacting the $ amt or ST), items were all being charged tax regardless of how the item is setup (resolved in Mar18), Customer support is very useless until you can get to tier2 or engineers when you have a REAL problem, program bug resolution is very slow (still waiting on resolution to invoices that Avalara decided to update tax on invoice after the ST was filed and "should have been" locked, and countless others. The accounting partner team is the only group that has been helpful in getting anything resolved or fixed. Unfortunately, they cannot resolve back end issues. I've given them many chances to resolve my clients' issue. Avalara charges for estimates that are generated in QBO (no option to not be charged). Then if you use another 3rd party program that feeds invoices to QBO, your invoices have the Avatax verbiage from the estimate on them. If your invoice is not "resaved" in Avalara then the tax portion will properly be billed to the client but will not show up in Avatax console unless you re-save the documents. As an Advanced QB ProAdvisor who works with multiple companies and 3rd party programs, I would recommend to use caution if using a 3rd party program with QBO and Avalara.

Overall: ST filing on the client's behalf....if it captures the correct data.

Sales Tax Made Easy

Dec 15, 2017
4/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Before we used Avalara services, we would manually update the sales tax rates for all of the states we were doing business in (over 35). Not only did we save time with Avalara, the rates were up to date and accurate for the individual placing their online order. The team at Avalara are great to work with - super helpful and friendly!

Cons: The assumption of how many transactions will occur instead of being charged a monthly per transaction fee.

Great Sales Tax software and Resources

Nov 27, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

4 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: Software is very easy to use and setup was also very simple. Resources have also been helpful, lots of information provided regarding implications of Wayfair case.

Cons: We have some manual steps for Canadian returns which we don't have on the US side. It would be nice if it was as seamless as the US returns.

Overall: Overall, the experience with Avalara has been great! It's much easier for us to manage our sales taxes through Avalara and saves us a significant amount of time.

Avalara makes sales tax a breeze, especially when dealing with tax in several states.

Apr 06, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: I like how easy it is to use. There are little help buttons that will walk you through anything you need to do on the website. Also, customer support is very quick to respond to any issues you have.

Cons: Lately I have had a problem with Avalara not being consistent about when they charge tax on shipping or not. So then I don't know whether to set up my online accounts to collect tax on shipping or not in the states where we collect sales tax.

Avalara One Stop show for Tax Reporting

Nov 27, 2018
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: Avalara software is very user friendly and compatible with most accounting programs. The communication when issues arise with customer service is world-class and very efficient and concise. Overall ease of use is great and interface with NetSuite allows us to verify and input tax certs fast and efficiently.

Cons: Reporting could be faster when the month is over but overall this is an issue that can be addressed with time.

Capterra loader

My review

Dec 04, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Extremely
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Pros: The software is mostly plug and play. Once it's installed, there's little to worry about afterwards, which is great because SALT is only a small portion of my job responsibilities!

Cons: There's been a couple of items where there's a tiered rate within the state however the base rate pulled through to charge to the customer, causing us to override. However, customer service has been a great help and I hope to have that issue resolved shortly.

Overall: Overall, I've had a great experience. I've got a great customer service rep who has been nothing but helpful throughout the entirety of my experience with Avalara.

Not too many problems. I do think it is kind of pricey, but that could just be me

Apr 05, 2018
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
Likely
Extremely
Likely

Pros: I like the reporting feature. I like how I can see each transaction that was created to verify its accuracy

Cons: Setup is difficult, or was when we started a few years ago. I also wonder how quickly sales tax rates are updated as there have been times I received notices about a sales tax change in a jurisdiction, but it didn't show in Avalara

Overall: Hopefully if we ever get audited, the fact that we use Avalara will help support any claims.

Love the Query Wizard!

Nov 27, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

4 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Extremely
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Pros: Love the New Query Wizard, offers ease of creating a spreadsheet based on perimeters that you define. Ex. BOL's, Schedules, Date range, Supplier, etc...

Cons: Creating scenarios can sometimes be challenging. Would be nice to have more documentation to assist with this task.

Overall: Avalara has taken the time to employ individuals who are a great asset when working with continued struggles in the Aviaiton Fuel Tax World.

A natural companion to Avalara Avatax Sales and Use Tax software.

Jan 29, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Extremely
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Pros: It closely works with Avalara Avatax to determine the taxability of certain customers and their allowed tax exemptions in all applicable jurisdictions. It also applies partial exemptions based on specific certificates as allowed by specific local tax laws. The program maintains all certificates in their database where they can be viewed, printed or e-mailed. When a certificate approaches its expiration date we get a notification that we need to obtain a replacement and current document from the customer. The request is sent electronically from the software to the customer and they can upload the new certificate directly into our system. Like Avatax, CertCapture is web-based which means we don't have to worry about update installation, maintenance and troubleshooting. Customer service and tech support are always available and are knowledgeable and friendly.

Cons: Requires additional licensing, over and above Avatax licensing fees, which can be costly to wholesale businesses where every customer has a resale certificate or some type of exemption.

Efficient

Dec 08, 2017
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support
Likelihood to Recommend: 8.0/10 Not
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Extremely
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Pros: Pros: Seamless integration with accounting software Easy to use and automated walkthrough are available Large community available for troubleshooting and researching topics Customer service is readily available

Cons: Cons: Once approved, changing the filing status of a return can't be done without assistance Amending returns is not apparent and requires assistance.

Avatax helped simplify our sales tax compliance

Apr 06, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money

Pros: Our company has nexus in 31 states. Each state has different forms, requirements and rates. AvaTax helps us stay in compliance with each one. It saves us a tremendous amount of time. It computes sale tax with the most up-to-date rates.

Cons: Our accounting software is Sage 500 with customization. Implementing Avatax was tedious and involved a lot of time.

I have used AvaTax software for approximately 8 years and have NEVER had a problem.

Apr 09, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: It works seamlessly and I don't have to think about it. Customer service is great and once I got the hang of it, I found it very easy to make changes by myself.

Cons: I really have no complaints at all. The program has been very reliable. I can't think of anything I would change.

Overall: Our tax calculations were always accurate and accurately changed according to state requirements.

Capterra loader

Excellent Sales Tax Management Solution

Apr 05, 2018
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Extremely
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Pros: The automation to confirm the correct tax rate without me having to look up and confirm a tax rate is definitely what I like the most about the software.

Cons: There's not a lot I dislike about Avalara, but I would like to see improved communication on when the sales tax returns are filed.

Overall: automation, increased accuracy, connected directly to ERP, exemption certificate management

Great software, saves company a lot of man hours.

Apr 05, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money

Pros: Accuracy, easy to use, saves time. Provide timely information on government regulations, rates changes, etc. Avalara provides a lot of useful information to its customers

Cons: I like most of it. If I can do one change, I would love Avalara to do states set up, and respond to states requests

Overall: Sales Tax Calculations, Filings Sales Tax Returns with multiple states

A good product at a decent price.

Jan 31, 2018
5/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: I've used AvaTax with two different companies and have found it to be relatively easy to use. The software does its job, and I like that the tax rates are pulled in based on geolocation instead of just state or county.

Cons: Some of the user interface changes in the most recent update have taken some getting used to. We use QuickBooks Online and sometimes the connection with AvaTax can cause the program to slow.

Overall: When it comes to calculating sales tax for a company at scale, I can't think of any other product I would use.

Has made my job easier!

Dec 04, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: I love that they have customer support available and you do not have to wait long. Their website is easy to use.

Cons: I wish they would post their returns onto the website sooner. It is delayed by a month in most cases.

Overall: Avalara has made it easier for our company to be in compliance with all the states. I love that it is easy to use and has good customer service.

Makes our life easy

Dec 08, 2017
5/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Extremely
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Pros: When collecting sales tax in multiple states, Avalara makes your business flow with ease. You can concentrate on what you do best with your business and know Avalara is taking care of the rest.

Cons: I would like to see the Tax Certificate Capture made a little easier for the user. The cost of both Tax and Capture a little expensive.

Avalara is as great solution for our sales tax process.

Dec 12, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Extremely
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Pros: The product is very easy to use from calculating the sales tax for invoicing to summarizing the monthly data for sales tax filings. It is a very affordable solution.

Cons: If I had to pick one area to improve perhaps more features could be added for reporting monthly activity. However, this product meets all of our needs at this time.

Software is great, customer service is not

Nov 27, 2018
4/5
Overall

3 / 5
Ease of Use

3 / 5
Features & Functionality

1 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 6.0/10 Not
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Pros: The software is great, very detailed and a huge time saver.

Cons: The customer service is the worst I've ever had to deal with. Our account rep is great and responsive, but regular customer service is just horrible.

Overall: Our current ERP is not robust enough to handle our current sales tax requirements - but Avalara is. So we're thrilled from that perspective.

Business solution

Dec 08, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Avalara is adaptable across a broad range of accounting platforms and works smoothly across all of our companies. The install teams were very helpful during the initial installations and the training modules and online support provided the help needed to make sure the systems were up an running efficiently. On an ongoing basis I find the support staff (online chats) and especially the account manager knowledgeable, courteous, and diligent in resolving our customer issues.

Cons: Avalara works great in processing huge numbers returns on an ongoing basis but I think the back filing process is cumbersome and typically deal with those issues myself.

Great tools

Dec 07, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Extremely
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Pros: simplifies a very difficult subject, calculating sales tax, determining nexus and get filings in on time has become much easier.

Cons: They good do a slightly better job of onboarding new customers, the process was much simpler once it was understood, but getting rolling took a bit of time.

overall experience is quite beneficial to our business

Apr 06, 2018
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

5 / 5
Value for Money

Pros: The fact that it is automatic and our employees don't generally have to think about what they are doing and we can rely on the results.

Cons: The initial setup was a little cumbersome but that is to be somewhat expected given the complexity of the twenty some states we report in.

Great group to work with.

Apr 09, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Extremely
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Pros: Easy no hassle tax calculations, you do not ever have to worry about not getting your returns filled on time.

Cons: I do not like that I have had a new admin a few different times now also its frustrating to not get a yearly check up call.

Overall: No worries about getting sales tax calculated or filed.

Avalara !!!

Dec 04, 2018
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Ease of use, seamless into Sage. Gives us a heads up on other areas with potential nexus. CertCapture is wonderful way to keep forms organized and up-to-date

Cons: not tied directly to CertCapture software - 2 logins requried

Overall: Doing business in California - too many rates to master

Use daily for calculating sales tax for customers across multiple states and countries

Nov 14, 2017
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 6.0/10 Not
Likely
Extremely
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Pros: The ability to calculate sales tax for multiple countries and states easily and quickly without a lot of manual work

Cons: It is hard to find something I do not like. It can be glitchy at times, but it doesn't usually affect workflow.

Overall: Ease of being able to calculate sales tax for multiple states

Mid-size life sciences company

Nov 28, 2018
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Extremely
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Pros: Web based. Easy to use. Relatively intuitive GUI. Relatively quick implementation process (3 months).

Cons: Challenge to obtain respective tax matrix associated with product categories.

Overall: Through using Avalara we have been able to properly comply with and manage, record, report and file our sales tax obligations across 47 states and their respective sub-jurisdictions. Without the Avalara services this would not have been possible given the size and workload of our Accounting department.

AvaTax is easy to use and easy to understand.

Apr 12, 2018
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money

Pros: AvaTax was easy to implement in our NetSuite environment. Setting up nexus jurisdictions is a breeze. The interface is simple to understand and use. Besides using the default tax codes, I was able to create several customer rules for two jurisdictions.

AvaTax has several powerful reports that help with the monthly reconciliations. The system also allows exporting transactions.

We also utilize the Avalara tax returns service. The software and service together make sales tax compliance significantly easier for our company.

Cons: As a SaaS company, we encountered some difficutly with Chicago lease tax. Avalara calculates the tax properly, but there are additional manual steps to ensure that tax is not included in the Illinois sales tax filing.

They do a good job

Dec 04, 2018
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

3 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
Likely
Extremely
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Pros: I like that they file in a lot of places and take on this job for us.

Cons: There are some features which are difficult to find. Not everything is intuitive.

Overall: They do a good job. I wish they responded to service tickets faster and sometimes they are slow to respond to notices.

Avalara

Dec 04, 2018
4/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
Likely
Extremely
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Pros: The tax rates and changes are real time and the software ties to our ERP system

Cons: No negative on the software and its usefulness on a whole.

Overall: Nothing bad regarding the tax service and return service. I think CertCapture is just a filing cabinet and provides no real value.

Great Sales Tax Solution to Manage Sales Tax for your Business

Nov 29, 2018
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

3 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
Likely
Extremely
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Pros: Easy to implement as it integrates directly with our ERP system, NetSuite. Software is intuitive and easy to navigate. Automation of tax rates and taxability of revenue streams is a huge time saver and ensures much better accuracy.

Cons: Customer support can be hit and miss sometimes. They can be prompt and responsive and other times, the support person seems like a novice and you get passed around until you find the right person.

Overall: Avalara is a great indirect tax risk management solution that reduces spreadsheet error and manual decisions about tax rates to apply and taxability of products/services in different jurisdictions.

Does what its supposed to

Nov 28, 2018
4/5
Overall

3 / 5
Ease of Use

3 / 5
Features & Functionality

4 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
Likely
Extremely
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Pros: Up to date tax rates

keeps me from having to look up the tax rates for each jurisdiction

Cons: hard to implement custom rules

the user interface could be more intuitive

Overall: I use the software daily and it does what it is supposed to with minimal issues

AvaTax is really easy to use

Apr 12, 2018
4/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money

Pros: The features I like most about the system are: Ease of use, functionality and integration with other systems.

Cons: I cannot think of any cons or items that I do not like about Avalara at the moment. The system works just fine.

Great Value

Dec 19, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Extremely
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Pros: Handles all tax needs from calculations, reporting, filing, registrations, to even certificate collection, when our ERP system could not. Great value for the price and customer support/account management are amazing.

AvaTax is excellent option for external tax engine in Dynamics NAV

Mar 31, 2018
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Extremely
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Pros: AvaTax takes care of all the tax regulations, tax-on-tax, cost based tax, etc. that is such a pain to setup and maintain in Dynamics NAV. It is fully integrated into sales and purchasing and is easy to install, connect, and maintain.

Cons: There are some hiccups with additional systems that require tax calculations (such as credit card processors), but it is still miles better than attempting to build / maintain all the rules yourself.

Overall: All the tax rules and setups done for you without any of the work or hassle to maintain. Fully integrated, with excellent web portal to review reports and data details.

Compete solution for state wise sales tax

Dec 26, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
Likely
Extremely
Likely

Pros: Good for small business as well as big one

Consider all state sales and other tax percentages and requirements

Annual meet up

Cons: Technical issues between Avalara software and ERP accounting system.

Capterra loader

Set up is easy but time consuming

Nov 29, 2018
5/5
Overall

3 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Extremely
Likely

Pros: It handles everything from beginning to end

Cons: When setting it up, a lot of time must be dedicated.

Overall: You can't just walk away from your sales taxes once Avalara is in place, but it is far easier than calculating and filing on your own.

Small Company User

Nov 27, 2018
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

3 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: This software helps take the guess work out of sales tax

Cons: Getting questions answered clearly sometimes is a struggle

Overall: Overall the experience has been positive and would definitely recommend to any small business

Some Issues

Nov 27, 2018
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
Likely
Extremely
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Pros: Ease of website and ability to move about the website.

Cons: I was unhappy with the New York tax situation in September. The fix came way too late.

Overall: Most times Avalara does work as it is designed.

Excellent software

Dec 03, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: Easy to use, great service, excellent customer service.

Cons: I think an app for mobile devices would be great for us to check tax rates when traveling or out of the office

Overall: good experience

Great product if you fit in their business model.

Nov 28, 2018
5/5
Overall

5 / 5
Ease of Use

3 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
Likely
Extremely
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Pros: Ease of use. I can set up a state and it does all of the work. Takes a lot of the stress out of calculating and filing your returns.

Cons: When there are issues with a CM or any other error it can be difficult to fix. Customer support is very helpful and prompt.

Overall: It has cost effectively automated our sales tax collection and filling processes.

Wonderful Customer Service

Dec 29, 2017
4/5
Overall

3 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support
Likelihood to Recommend: 8.0/10 Not
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Comments: Our company is small and the implementation on the back end with other programs was not easy, but the good people at Avalara saw to it that all was well n the end. Thank you!

Pros: The people at Avalara are wonderful. The implementation team was incredibly patient and great to work with and our Account Manager has been a pleasure to work and is a huge asset to Avalara.

Great Service at great value

Nov 27, 2018
4/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

3 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
Likely
Extremely
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Pros: convenience data sets from Implementation to Production. Great reporting Tools.

Cons: I wish support cases were handled faster.

Overall: Overall we are very happy with the services.

Avalara CertCapture

Nov 27, 2018
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: Reporting for Auditors and knowing when certificates expire

Cons: Things are not as easy with the set up as you present them. I had to learn many things on my own.

Avalara Saves Sales Tax

Nov 28, 2018
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
Likely
Extremely
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Pros: System is easy to use, the compatible Cert-Capture option is a valuable tool for recording your customers sales tax exemption certificates.

All returns are filed on your behalf and in a timely manner. Reports that are generated are easy to use and manual adjustments , when necessary, are easy to add.

Cons: That we doid not implement it sooner, there really is no downside to Avalara

Overall: Nexus issues are solved, registrations and accurate billing of sales tax to the appropriate customers are all corrected using Avalara

My experience with Avalara has been very good.

Dec 05, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support
Likelihood to Recommend: 9.0/10 Not
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Extremely
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Pros: My account rep, has been very helpful and the customer support was always helpful and patient.

Cons: The biggest hurdle for our company is having all sales for the prior month being entered and reconciled by the 10th of the month. I understand why Avalara requires that deadline but it is still sometimes a problem for us.

Avatax is perfect for a small business like ours with limited staff

Apr 05, 2018
5/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
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Pros: I like that the more I use it the easier it gets. and it is like having an entire sales tax department

Cons: it does take a lot of time to set up. But in fairness, part of the problem was the way our Quickbooks was initially set up

Overall: This program integrates perfectly with QuickBooks and provides a full time staff oof sales tax experts.

Wouldn't have it any other way!

Dec 04, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: Ease of use and worry free! Can't imagine not having Avalara!

Cons: Frequency changes sneak up on us! Make sure to keep an eye on those letters!

Could be more user friendly

Nov 27, 2018
4/5
Overall

4 / 5
Ease of Use

3 / 5
Features & Functionality

3 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
Likely
Extremely
Likely

Pros: They handle making payment to the states for sales tax. Avalara stays up to date with the ever changing sales and use tax laws and rates.

Cons: Could be more user friendly. Some states we have issues with every month. Customer service is slow to get back to you when you do have an issue and they don't explain what the problem was with the system. Avalara doesn't give enough information back on repeat problems so that the user can fix the issue on their end before its submitted to Avalara.

Capterra loader

Avatax is an extremely user friendly tax software.

Apr 09, 2018
4/5
Overall

3 / 5
Ease of Use

3 / 5
Features & Functionality

2 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 6.0/10 Not
Likely
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Pros: Ease of use, functionality within quickbooks. When you log in and look at the details, the breakdown is extremely helpful.

Cons: I get an Avatax plug in error every couple of months, and resolving the issue takes a couple of days. Customer service is very hit or miss, it is either terrific or terrible.

User

Nov 30, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: Ease of use and flexibility of reporting and returns.

Cons: None of this moment. Very much satisfied at this moment.

Overall: It takes longer to process VDA.

Great Overall

Nov 28, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
Likely
Extremely
Likely

Pros: The software is easy to use and very intuitive. It definitely helps our tax needs since we don't have the resource to know all of the tax rates in each state.

Cons: I don't have any thing to review about Cons.

Overall: Customer service is wonderful. They are quick to respond to questions and are always willing to help.

Avalara is great

Nov 30, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

4 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
Likely
Extremely
Likely

Pros: Always correctly calculates sales tax and keeps the database up to date.

Cons: Customer support sometimes takes long to respond.

Happy Customer of Avalara

Nov 27, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Customer service. No stress. Seems to be ahead of the curb.

Cons: takes some time to set up and get working.

Overall: happy with Avalara

Great simple tool

Jun 05, 2018
5/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: To be clear, AvaTax is simple for the person preparing the invoices. The setup isn't so simple. But their support is good and once you've invested the time to do the setup, the ongoing utility of the software is high and the pain of administering it is low.

I like that it connects to Quickbooks Online, and I like that the cost is low.

Cons: It could be easier to set things up. It would be nice if there were a SaaS template, for example, to work from.

Tax return specialist need further training and account manager takes more responsibility

Nov 27, 2018
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

3 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: Very intuitive - you can easily change the setting

Cons: not about the software but the return can be better. i understand it is dealing with jurisdiction who are not exactly most efficient parties, yet response time is still way too long..

Overall: software is good, intuitive. return can be better. account manager - i think you need to add more account managers to handle territories. it would be additional cost to your organization but current assignment is just not working, one account manager is handling too many of customers.

REVIEW

Nov 27, 2018
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: THE NUMBER ONE QUALITY I LIKE IS THE EASE OF USE

Cons: BETTER NAVIGATION IS MORE EFFICIENT THEREFORE BETTER.

Time consuming to set up and maintain but a much better option than doing it yourself

Nov 29, 2018
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

3 / 5
Customer Support
Likelihood to Recommend: 8.0/10 Not
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Pros: It is very accurate, stays up to date and we no longer need to worry about doing our own filings.

Cons: We still have a lot of manual tasks involved, particularly around use tax.

Overall: Certainly much better than doing everything ourselves but their product still has room for improvement.

Avalara makes our Sales Tax reports fast and easy directly from Salesforce

Jan 05, 2017
4/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

4 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: Prevents manual time-consuming calculations

Integrated nicely into Salesforce Order

Easy to use

Cons: Changes after submitting is cumbersome

Overall: Avalara AvaTax makes our life easy: By clicking a button the sales tax is calculated from within Salesforce and entered automatically into the invoice.

Great Software but needs better support / setup

Nov 27, 2018
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: Handles all the taxes issues and integrates with our platform

Cons: Don't always know which tax code to use and Avalara doesn't help with that

Integration was a bit painful and the setup was done in a roundabout way

Capterra loader

We use Avatax and are very happy with it.

Apr 12, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: The pros are definitely not having to worry about tax amounts in different states and jurisdictions.

Cons: We like the software but wish it provided a bit more guidance on how to answer customer questions.

Good but reconciling monthly is confusing

Apr 11, 2018
4/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

4 / 5
Customer Support

3 / 5
Value for Money

Pros: I can tell whoever designed it tried to make it easy. Overall the layout is decent. I love that u guys make sure things are filed on time.

Cons: There isn't an easy to use one-page statement I can reconcile my books too! I have to search for reports etc. Also, I have jobs that go over several months. I have invoices that stay open over months - I have to constantly stay vigilant to make sure I move my open QBO invoices to the next month to make sure I don't get dinged for sales tax I haven't yet collected. In addition, the committed status of invoices is unpredictable. Sometimes an invoice is committed even though I moved it to a future month prior to the 10th deadline. VERY frustrating. Also, youre invoice numbers on the site dont match my QBO invoice numbers. Very annoying when searching your site for a single invoice. Your tech support often asks for the invoice number buthe dont match

Collecting Tax Certs made Easy!

Feb 22, 2018
5/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: We just started using Avalara to collect and store out tax certs and it has been great. I like the interface and overall experience so far using the software

Cons: We have had some trouble getting accounts to upload automatically into the software. Usually it takes a little work and we can get it fixed so its only minor issues at the moment.

We have used Avalara for 7 years now, and Sales Tax compliance and reporting has never been easier!

Apr 06, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Seamless integration with our ERP system, reporting and ease of reconciliation to our records are awesome! There is no need to maintain Sales Tax tables internally. The value of NOT having to do sales tax reporting in house is immeasurable. Avalara support on day to day issues and special projects is also excellent.

Cons: Avalara is set up to be "self service". There are times when I would like to TALK to someone about an issue or question. You need to submit a ticket for most everything. The system works well, but there are times when I would like to TALK to a human being directly.

Overall: All Sales Tax compliance, maintenance and reporting is handled via Avalara, and a dedicated "in house" resource is not required.

Solid solution

Nov 28, 2018
4/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

4 / 5
Customer Support
Likelihood to Recommend: 7.0/10 Not
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Pros: The API is usable - and your app is able to do what it needs

Cons: There are some quirks that have frustrated us and we had to work around them

Excellent, once it was up and running.

Apr 09, 2018
5/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: It simply works. Saves me time and I never have to worry. The information is remarkably up to date -- I actually learned that my home zip code had a tax increase a day prior from my sales rep. The customer service was great, even on a Saturday.

Cons: The setup was a bit more difficult than I anticipated. In retrospect, probably should have paid for Avalara's professional services, as my VAR was less familiar with AvalaTax than I anticipated

Overall: Saves me time and I know I have correctly taxed invoices.

Not a good experience, would not recommend

Nov 29, 2018
2/5
Overall

1 / 5
Ease of Use

2 / 5
Features & Functionality

1 / 5
Customer Support

1 / 5
Value for Money
Likelihood to Recommend: 2.0/10 Not
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Pros: The idea of the software is great but it had never functioned correctly for us.

Cons: The tech support team has not been helpful. We get the run around with them pointing fingers at the software that Avalara is connected. Both sides have stated the issue is with Avalara but no help has been provided to correct the issues.

Overall: I am very disappointed with the software and the tech support. Even getting them to call at the right time is very difficult becuase we are in a different time zone but still in the same country. Be prepared for an uphill battle if you need tech support.

I used the Avalara AvaTax Platform - Domestically only, very good.

Apr 05, 2018
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: The 'University' is awesome with all the reference material easily accessible. Responsiveness of our account manager was good.

Cons: Sometimes a bit harder to navigate. Sales Team at times took long periods of time to provide a quote for additional services

Overall: Saved our internal accounting team so much time by handling the monthly/quarterly/annual tax remittance.

Avalara sales tax service is the worst sales tax service provider

Aug 21, 2018
3/5
Overall

2 / 5
Ease of Use

3 / 5
Features & Functionality

3 / 5
Customer Support

1 / 5
Value for Money
Likelihood to Recommend: 1.0/10 Not
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Pros: Avalara dominates social media, and they put alot of effort into the first meeting

Cons: There are at least 15 people involved in our large and complex system implementation. After six months of negotiation and testing, it seems that none of the employees communicate about our company's needs. One employee promises something will happen, but it doesn't -- and the next person knows nothing about it. They will lie and agree to anything to get you to sign a contract. The website is horrible. The reports are not very helpful in reconciling your tax filings, and there is no useful or timely update on the status of the return filings. They are not cooperative when there is a problem, and they treat you like you're stupid.

Overall: Avoid Avalara. There are many other sales tax service providers available in this industry. After you sign a contract with Avalara, you will regret it.

Vendor Response

by Avalara on August 31, 2018

Thank you for your feedback. We apologize that your experience has not been a success. We set a high standard for ourselves and are truly sorry to hear that standard was not met in your interaction with Avalara. Your satisfaction is our priority. Please reach out to me personally via email at customercare@avalara.com and I would be happy to discuss the issue at your earliest convenience.

- Liz Armbruester
SVP, Compliance & Customer Success

Great product & team!

Jan 05, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality
Likelihood to Recommend: 10.0/10 Not
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Pros: It is simple to use, set up and pull reporting. The account managers are super friendly and helpful!

Makes it easy to calculate tax in the USA

Nov 08, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality
Likelihood to Recommend: 8.0/10 Not
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Pros: Onve it is setup, it is very easy to get the correct tax amount for various products for addresses all across the USA. Integrates with all kind of software

Cons: Just takes a bit of time to setup and integrate with this software. Hard to rectify a mistake.

Overall: Seems to work easily, provides reports on taxes. Takes this headache away.

AvaTax allows me to sell online and choose the states I am required to collect tax from.

Apr 12, 2018
5/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Since I work in multiple states and have to collect tax in those states, AvaTax allows me to pick and choose the states that collect tax through my website. Those states can be added or deleted as needed.

Overall: I am legally collecting tax in states that I am required to collect tax.

New User Review

Nov 27, 2018
5/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

2 / 5
Customer Support
Likelihood to Recommend: 5.0/10 Not
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Pros: It is fairly easy to navigate and, when used to it's full potential, is an excellent tool for housing sales and use tax certificates and managing them.

Cons: It seems like updates are made without us being notified. So, we log in one day and things look different and functions are in a different place, so we have to self teach the changes and find the functions we use most often.

Overall: So far, so good. We do need to up our game, but based on what we heard from others at the event we attended, it sounds like there are important functions that are not available. This could become a problem for us down the line.

Helps Tremendously

Oct 03, 2018
5/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality
Likelihood to Recommend: 9.0/10 Not
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Pros: We needed help, quick. And Avalara was there. We spent a month looking for the best software and were glad that Avalara was there to fit the bill.

Cons: Hard to learn, but support is very helpful and there to lead you in the right direction. But once you learn it, it's easy to use.

AvaTax is great and well worth the purchase.

Apr 06, 2018
5/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money

Pros: It performs all of the hard work for you. It integrates with our software, so we don't have to enter it twice. It all gets set up and regularly updated.

Cons: It takes a little bit getting use to, but that's because we only use it once a quarter. I don't have any other cons.

Positive results at a cost

Apr 12, 2018
4/5
Overall

3 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

1 / 5
Value for Money
Likelihood to Recommend: 6.0/10 Not
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Pros: Avalara takes care of knowing all the different possible sales tax rates out there and making sure that all those calculations are accurately represented on your sales tax return.

Cons: The software is costly and still requires manual adjustments for use tax or corrections for transactions that hit the system as taxable, but should not have been. Also, every transaction has to be logged by the system so wholesalers may have large amount of zero transactions and very few taxable transactions.

Overall: I no longer have to spend time filing sales tax returns or searching for transactions to be properly recorded.

Leave the tax research to Avalara!

Dec 11, 2017
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: Avalara keeps up with rate changes so we don't have to. Our account rep, Andrew Quirk, is superb. Easy to contact and very responsive. Website is intuitive for month-end reporting and balancing.

Cons: It would be helpful if YTD statistics were available by state, instead of only by month. We currently have to pull monthly and populate a YTD excel spreadsheet.