Avalara

AvaTax

4.5 / 5 73 reviews

Who Uses This Software?

From start ups to Fortune 500 companies, Avalara helps 20,000+ customers get sales tax right.


Average Ratings

73 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 AvaTax

Avalara AvaTax helps thousands of customers accurately calculate sales and use taxes based on up-to-date tax data. AvaTax provides 580+ integrations with the most commonly-used business applications including ERP, POS, ecommerce, Billing & CRM, to support quick deployment. AvaTax also handles VAT, GST, and other transactional taxes for millions of products and services across thousands of tax jurisdictions. The solution also supports connectivity to custom applications with a well-documented


AvaTax Features

  • Accounts Payable
  • Accounts Receivable
  • Bank Reconciliation
  • Billing & Invoicing
  • CPA Firms
  • Expense Tracking
  • Fixed Asset Management
  • For Government
  • For Nonprofits
  • Fund Accounting
  • Payroll Management
  • Project Accounting
  • Purchase Orders
  • Tax Management

AvaTax Reviews Recently Reviewed!


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
Likely
Extremely
Likely

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.

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
Likely
Extremely
Likely

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
Likely
Extremely
Likely

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.

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
Likely
Extremely
Likely

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
Likely
Extremely
Likely

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.

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
Likely
Extremely
Likely

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.

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
Likely
Extremely
Likely

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.

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
Likely
Extremely
Likely

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
Likely
Extremely
Likely

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
Likely
Extremely
Likely

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
Likely
Extremely
Likely

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.

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
Likely
Extremely
Likely

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.

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
Likely
Extremely
Likely

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.

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.

It does what I need it to do.

Apr 05, 2018
3/5
Overall
3 / 5
Ease of Use
3 / 5
Features & Functionality
4 / 5
Customer Support
3 / 5
Value for Money

Pros: Calculates tax for me, which helps me with my day to day work. This is done automatically with the software we use. It is one less thing I need to think about while doing my job. Other than that there isn't much that I use Avatax for.

Cons: Reports are not very good. I cannot get all of the information I need on one report. I have to run multiple reports and that is frustrating.

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
Likely
Extremely
Likely

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.

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
Likely
Extremely
Likely

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

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
Likely
Extremely
Likely

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.

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
Likely
Extremely
Likely

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.

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
Likely
Extremely
Likely

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
Likely
Extremely
Likely

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.

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
Likely
Extremely
Likely

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
Likely
Extremely
Likely

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
Likely
Extremely
Likely

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.

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
Likely

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

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.

Software is great, Support not so much

Apr 19, 2018
3/5
Overall
3 / 5
Ease of Use
4 / 5
Features & Functionality
1 / 5
Customer Support
3 / 5
Value for Money

Pros: The software makes sales tax collection a breeze! It links up with your billing software and auto populated rates for the areas you collect tax.

Cons: The support during implementation was great but once handed off to an account rep the service is basically no -existent. I email my rep multiple times and get no response. Maybe they should take their funding money to hire sufficient support team.

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
Likely
Extremely
Likely

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
Likely
Extremely
Likely

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.

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
Likely
Extremely
Likely

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.

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
Likely
Extremely
Likely

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
Likely

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.

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
Extremely
Likely

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.

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
Likely
Extremely
Likely

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.

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
Likely
Extremely
Likely

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.

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
Likely
Extremely
Likely

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.

Capterra-loader

Online Tax Cert Saver, but takes time.

Mar 19, 2018
3/5
Overall
3 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 6.0/10 Not
Likely
Extremely
Likely

Pros: We use CertCapture to track all the Resale Exemption Certificates for dealers. It is nice that you can add more than one certificate per dealer, you can add multiple cert's at once for many dealers, and you can run a campaign from within CertCapture.

Cons: The biggest thing I don't like about CertCapture is that once you add a certificate, you have to refresh the page for it to show up in your queue to work it, then you have to click it & review it, THEN refresh the page again & wait for it to show in the queue again. All before finally clicking & assigning the cert to a dealer.

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
Likely
Extremely
Likely

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
Likely
Extremely
Likely

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.

I was told this software would be a piece of cake to install and use. It wasn't.

Oct 31, 2017
1/5
Overall
1 / 5
Ease of Use
1 / 5
Features & Functionality
1 / 5
Customer Support
1 / 5
Value for Money

Pros: Nothing, we purchass a product that we have never used because of installation of the Louisiana sales tax tables was overly burdensome. I was sold this product with the promise of "click a button" and your tables will be installed.

Cons: I felt like we were ripped off. I would have had to manually enter the LA sales tax tables, which is cumbersome and would take too much of my time. I was bought this product based on the ease of loading the state and parish sales tax tables. I feel like my company was misled, especially after I was told how much more it would cost for Avalara to create the tables for us.

Vendor Response

by Avalara on November 09, 2017

Thank you, Liz. We apologize for the confusion and frustration. In reviewing your notes and ours, we realize we could have done a better job in our initial communications with your company regarding AvaTax and its functionality. I am bringing that feedback to the team, so we can improve the way we handle expectations in the future. I would love the opportunity to connect with you and learn more about how we can do better here. If you are available, please contact me directly: marshal.kushniruk@Avalara.com Sincerely, Marshal Kushniruk EVP Global Product & Business Development

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
Likely
Extremely
Likely

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.

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: 7.0/10 Not
Likely
Extremely
Likely

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
Likely
Extremely
Likely

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.

Capterra-loader

Not for small companies

Feb 15, 2018
2/5
Overall
2 / 5
Ease of Use
2 / 5
Features & Functionality
2 / 5
Customer Support
2 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: AvaTax is not designed for small companies - it is a very robust program designed to keep medium to large companies compliant when filing multi-state reports, It has some awesome features that will check you nexus with the states and has the rates built in. Some tweaking may be required, but their customer support team was awesome. We have very little in the way of retail sales as we are a wholesale manufacturer. When I reviewed and test-drove this product, I could definitely see the cost effectiveness for large companies

Cons: It is very cost prohibitive for small companies who have minor sales in a variety of states, but only has nexus with 3 or 4.

Overall: I got the benefit of test-driving the product; this helped me reach the decision that it would not benefit us, but I could definitely see the benefits for larger companies.

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
Likely
Extremely
Likely

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.

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
Likely
Extremely
Likely

Pros: It is simple to use, set up and pull reporting. The account managers are super friendly and helpful!

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
Likely
Extremely
Likely

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.

Very helpful with sales tax

Mar 17, 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: I refer this software to my clients that pay sales tax in multiple states. It helps them calculate and remit their sales tax in a timely and accurate manner. I have multiple clients that use this software for sales tax and lodging tax and they love it!

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
Likely
Extremely
Likely

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.

Capterra-loader

Integration with our CRM was easy. Great support/advice in setting proper tax codes on our products.

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
Likely
Extremely
Likely

Pros: Integration with our CRM (Salesforce), allowing our Sales Execs to include sales tax in quotes. Very good sales tax consulting as well. We walked through each of our products and selected the proper tax codes.

Cons: Avalara's Avatax, for our use, really had no issues or problems. We just want a button to calculate sales tax and that's what it does.

Avalara

Dec 05, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
4 / 5
Customer Support
Likelihood to Recommend: 8.0/10 Not
Likely
Extremely
Likely

Pros: Keeps us in compliance. This is a comprehensive way to stay on top of various tax jurisdictions. Filing tax return.

Cons: The support is sometimes hard to navigate. I would like more feedback on an issue. Also, way tax codes were handled from when we signed up to now has changed.

Productivity for a small business

Dec 28, 2017
5/5
Overall
4 / 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
Likely

Pros: Automation of our sales tax administration allows our small finance team to focus on other things. Their customer service has been excellent as well.

Cons: There are a number of developments that they could make to make my business even more productive - waiting on new products.

Didn't do what I wanted it to do

Apr 16, 2018
4/5
Overall
4 / 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
Likely

Pros: Installation was easy and integrated with my shopping cart was smooth, though I had to contact Support one time (3dCart is the ecommerce platform). Dashboard seems to be laid out well for getting information. Sales staff seemed to be very professional and easy to get along with, even set up a phone consult to make sure it would do what I wanted it to do.

Cons: the package seems to be great if you need to keep track of more than one state sales tax, but in my case I only collect tax in one state but wanted to have reporting available for a couple of other states in case we need to report based on, and even though the sales rep led me to believe it would do that, it would not. I cancelled the account. Looking at another package the same company provides.

Overall: None really.

User friendly, efficient, easy to reconcile accounts and export to excel

Apr 12, 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: Very automotive service once your implementation is done and your sales items have been assigned a sale tax code.

Cons: easier to look up a tax code for specific item and updated state sales tax rates. Our company use Workday, we had trouble integrating Avalara and Workday, but things are better now. Very few companies use Workday so it is not one of the main accounting software they integrate with.

Semless Plug-in to Calculate Taxes for e-commerce

Dec 11, 2017
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
Likely
Extremely
Likely

Pros: Easy setup Very detailed tax tables Good support for local tax rates Breadth of supported integrations

Cons: No integration with eBay or Amazon Hard to integrate with our AS400-based ERP The customer service response time has improved recently, so no longer a flaw.

Best there is in sales tax tracking

Mar 26, 2018
4/5
Overall
3 / 5
Ease of Use
4 / 5
Features & Functionality
Likelihood to Recommend: 7.0/10 Not
Likely
Extremely
Likely

Pros: Automated our sales tax tracking in multiple states, got the job done with very little hassle. Met our needs well.

Cons: A bit pricey, at times it was difficult to work through the integration with our ERP. Not much to complain about.

Worst Customer Experience

Oct 07, 2016
1/5
Overall
2 / 5
Ease of Use
2 / 5
Features & Functionality
1 / 5
Customer Support
1 / 5
Value for Money

Comments: Customer support has been worse than non-existent. Misled throughout the sales process, account manager does not return calls or emails. Only support ever offered was "$750 to unlock a pre-recorded webinar that might help."

Vendor Response

by Avalara on October 27, 2016

Thank you for sharing this information with us. Our customers are the most important part of our business and we take these types of issues seriously. Please know that we have reached out to your Account Manager and he will be addressing this right away.

Overall, we like having software that improves the efficiency of our business

Apr 05, 2018
4/5
Overall
2 / 5
Ease of Use
4 / 5
Features & Functionality
2 / 5
Customer Support
3 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
Likely
Extremely
Likely

Pros: I like that it integrates with our accounting software and eliminates the need to do manual calculations for sales tax.

Cons: My staff have found the software platform difficult to navigate and it takes some time to really understand how to use it properly.

Overall: Effeciency, makes us able to reduce our man power allocated to tax

Highly recommended for outsourcing your U.S. sales tax needs

Dec 05, 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
Likely
Extremely
Likely

Pros: It speaks with our GL software and everything is streamlined and automated. I can review everything quickly and easily. If I have any questions regarding the software/website, our filings, nexus, or other prospective services Avalara offers, my account manager Lauree Burse and their dedicated support team are quick to respond and very helpful.

Dec 04, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Very effective and fast response.

Dec 11, 2017
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
Likely
Extremely
Likely

Pros: This is definitely a very dinamic and friendly tool. The level of service and prompt response is impeccable.

Cons: Too expensive. Pricing prevents small companies to have access to it. We got over 100% increase from our original starting price.

Not really worth the expense

Apr 09, 2018
3/5
Overall
5 / 5
Ease of Use
3 / 5
Features & Functionality
4 / 5
Customer Support
1 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: Easy to use and great way to ensure accuracy of tax data. Helps to ensure that I¿m organized and tax compliant

Cons: For start ups, I¿d recommend saving the money instead to subscribing to the monthly plan. You can get similar results on an Excel spreadsheet

Dec 06, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality

Dec 22, 2017
5/5
Overall

Avalara is a great tool for small businesses who need to get their sales tax payments in order.

Mar 20, 2018
4/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money

Pros: Avalara is great for our smaller clients because it is so user friendly and allows them the ability to stay up on their sales tax.

Cons: It is hard to sell Avalara to some of our larger clients due to the marginal price increase for an increased number of transaction.

Jan 05, 2018
5/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
Likely
Extremely
Likely