A tax automation solution designed to simplify the process of filing state and federal taxes, offering features like automated data import, multi-state compliance, and detailed reporting.
Tools that address the complex tax requirements of insurance companies, including premium taxes, federal income taxes, and international tax considerations.
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Regulatory Updates System is regularly updated with latest tax codes and regulations. |
Avalara maintains up-to-date regulatory content, including tax rates and forms, suggesting regular updates for compliance. | |
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Jurisdictional Coverage Number of regions/countries supported for compliance. |
No information available | |
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Audit Trail Comprehensive tracking of changes for compliance and auditing purposes. |
Avalara documentation confirms detailed audit logs of filing activity are maintained. | |
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Filing Assistance Guided workflows for regulatory filings (e.g., premium, income, sales taxes). |
TrustFile offers guided filing workflows for state and local returns. | |
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Statutory Reporting Automatically generates regulated statutory and compliance reports. |
Statutory and compliance reports are generated automatically for filing. | |
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Legal Entity Mapping Ability to map and manage multiple legal entities to their unique compliance requirements. |
Not as far as we are aware.* No direct evidence Avalara TrustFile manages multiple legal entities; primarily focused on single business filings. | |
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Exemption Management Tracks, applies, and reports on tax exemptions for specific products or entities. |
No information available | |
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Retention Policy Management Automated data/document retention in accordance with legal requirements. |
No information available | |
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Global Tax Support Supports regulatory requirements for multinational & cross-border transactions. |
No information available | |
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Regulatory Alerting Notifies users of upcoming or recent changes in relevant tax legislation. |
TrustFile provides regulatory updates and alerts for customers. | |
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FATCA/CRS Compliance Ensures product supports reporting under the US Foreign Account Tax Compliance Act (FATCA) and Common Reporting Standard (CRS). |
No information available | |
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Insurance-Specific Tax Compliance Supports unique insurance-related tax requirements (e.g., premium taxes, excise taxes). |
No information available |
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Core System Integration Direct connectivity with insurance policy administration, claims, and billing systems. |
TrustFile integrates with e-commerce/order platforms and accounting systems for transaction import. | |
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ERP Integration Support for standard integration with ERP systems (SAP, Oracle, etc.). |
No information available | |
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Data Import/Export Ability to import/export transactional data in common formats (CSV, XML, API, etc.). |
Automated data import from various sources (CSV, online platforms) is a core feature. | |
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Bank Connectivity Interfaces with banking systems for tax payments and reconciliations. |
No information available | |
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API Availability Accessible APIs for custom integrations. |
Avalara TrustFile supports accessible APIs for import/export and automation. | |
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Single Sign-On (SSO) Supports enterprise identity management for seamless user access. |
Single Sign-On supported via SAML, according to Avalara documentation. | |
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Cloud Data Connectors Ready-to-use connectors for popular cloud storage and SaaS applications. |
No information available | |
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Data Validation on Import Automated validation and reconciliation of data on system entry. |
Data validation upon import is a described feature (checking data integrity). | |
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Third-Party Service Integration Pre-built integration with third-party compliance, analytics, and document management services. |
No information available | |
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Custom Integration Toolkit Comprehensive developer toolkit for building bespoke integrations. |
No information available |
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Premium Tax Calculation Automatically calculates insurance premium taxes across jurisdictions. |
No information available | |
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Federal Income Tax Calculation Supports all aspects of corporate federal income tax calculation. |
No information available | |
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Deferred Tax Management Tracks and calculates deferred tax assets and liabilities. |
No information available | |
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Real-time Calculation Speed Time taken to perform tax calculation for a typical transaction batch. |
No information available | |
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Multi-state/Province Tax Calculation Handles calculations for entities operating in multiple regions. |
Multi-state and multi-locality tax calculations are a core capability. | |
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Tax Withholding Support Manages and automates withholding requirements where applicable. |
No information available | |
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Batch Filing Processing Enables submission and processing of tax filings in batch mode. |
Batch submissions for filing returns across multiple jurisdictions are available. | |
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Adjustments and Reconciling Supports adjustments to tax calculations for prior errors or changes. |
No information available | |
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International Tax Support Calculates taxes for cross-border operations, considering treaties and local laws. |
No information available | |
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Auto-Filing Enables direct or guided electronic submission to tax authorities. |
Enables direct/guided filing with states/jurisdictions. | |
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Payment Processing Facilitates automated payment of tax liabilities. |
No information available |
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Custom Report Builder Ability to design and save custom reports. |
Custom report building and detailed reporting is a promoted feature. | |
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Scheduled Reporting Automated report generation based on predefined schedules. |
No information available | |
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Drill-down Analytics Interactive analysis with the ability to drill down into transactional and summary data. |
No information available | |
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Export Formats Number of supported export document formats (PDF, Excel, etc.). |
No information available | |
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Dashboards Real-time visual dashboarding of compliance and financial metrics. |
Dashboard with compliance and filing overview is highlighted in product materials. | |
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Variance Analysis Compares actuals vs. expected or budgeted tax positions. |
No information available | |
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Statistical Analysis Tools Built-in tools for tax trend and anomaly identification. |
No information available | |
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Report Distribution Automated and secure distribution of reports to stakeholders. |
No information available | |
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Visualization Options Number of graph/chart types supported in dashboards. |
No information available | |
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Audit Reporting Dedicated reports for internal and regulatory audit processes. |
Standard and custom audit/compliance reporting are included. | |
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Ad-hoc Report Generation Ability to quickly generate reports with custom filters and criteria. |
On-demand/ad-hoc report generation is part of reporting suite. |
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Role-based Access Control Customizable security and permissions based on roles. |
Avalara provides admin dashboard to configure user permissions. | |
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Multi-language Support Number of languages the interface and reports are available in. |
No information available | |
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Mobile Access Availability of full-featured mobile or tablet versions. |
Web-based access via browser highlighted, not specifically for mobile, but mobile browsers can access. | |
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Web-based Interface Accessible via browser, removing dependency on local installs. |
Web-based SaaS, designed for browser-based access. | |
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Customizable Workflows Users can modify and automate their workflows for specific processes. |
Not as far as we are aware.* No described user-modifiable workflows; reports and filing steps may be fixed. | |
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Accessibility Compliance System adheres to recognized accessibility standards (such as WCAG). |
No information available | |
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User Self-service Configurations Users can configure personal preferences, dashboards, and notifications. |
User dashboards, reports and notifications are configurable by users. | |
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In-app Help & Tutorials Integrated walkthroughs and help resources. |
TrustFile includes built-in help and tutorials within UI. | |
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Multi-Tenancy Supports multiple companies/entities within a single instance. |
No information available | |
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Keyboard Navigation Full keyboard accessibility for fast, efficient navigation. |
No information available |
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Encryption at Rest All data is encrypted while stored. |
Avalara security documentation states encryption at rest is standard. | |
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Encryption in Transit Data is encrypted while being transmitted. |
Data is encrypted in transit (HTTPS/TLS), as described in Avalara TrustFile security overview. | |
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Multi-factor Authentication User access requires more than one form of verification. |
Multi-factor authentication is available as security feature. | |
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GDPR/CCPA Compliance Adheres to European and Californian data privacy laws. |
Public policies state GDPR/CCPA compliance for Avalara cloud solutions. | |
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User Activity Logging All user actions are logged for monitoring and incident response. |
User activity and audit trail logging is included for all filing activities. | |
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Data Masking Sensitive data can be hidden from unauthorized users. |
No information available | |
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Disaster Recovery RPO Maximum tolerable period in which data might be lost due to an incident. |
No information available | |
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Role-based Data Access Access to sensitive information restricted based on user roles. |
Role-based data access is configurable by administrators. | |
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Audit Log Retention Period for which audit logs are retained. |
No information available | |
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Penetration Testing System is subject to regular external security testing. |
No information available |
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Custom Tax Rule Engine Users can configure bespoke tax rules/logic without code. |
No information available | |
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Number of Concurrent Users Supported simultaneous user sessions. |
No information available | |
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Multi-entity Support Handles multiple business units, companies, or subsidiaries. |
No information available | |
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Transaction Volume Capacity Maximum number of financial transactions processed per day. |
No information available | |
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Configurable Workflows Ability to customize process flows to align with business practices. |
No information available | |
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Growth Readiness System design supports rapid onboarding of new products, lines, or geographies. |
No information available | |
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Custom Field Creation Users can add custom data fields. |
No information available | |
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Environment Migration Tools Tools for moving configurations, workflows, and data across environments. |
No information available | |
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Limitless Data Storage Support for virtually unlimited data records. |
No information available | |
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Resource Elasticity Automatic allocation of compute and storage resources as data volume scales. |
No information available |
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Automated Data Extraction Uses OCR or data feeds to pull information from source systems. |
No information available | |
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Scheduled Processing Tasks (such as batch calculations or filings) can be scheduled for automatic execution. |
No information available | |
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Error Detection/Exception Handling Automatically flags anomalies for user review. |
No information available | |
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Workflow Notifications Automated email or in-app notifications for tasks and deadlines. |
No information available | |
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Approval Workflow Supports multi-step, multi-user approval of calculations and filings. |
No information available | |
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Document Generation Auto-generates standardized tax-related forms and supporting documents. |
No information available | |
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Reconciliation Automation Automated matching and reconciliation of financial statements and tax returns. |
No information available | |
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Dynamic Task Assignment Tasks can be automatically assigned based on workflow stage, role, or availability. |
No information available | |
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Retention Workflow Management Automates document retention, archival, and deletion based on policy/requirements. |
No information available | |
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Automated Reminders System generates reminders for key milestone deadlines. |
No information available |
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Multi-currency Support Handles transactions and tax calculations in multiple currencies. |
No information available | |
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Local Tax Rules Engine Supports custom rule definition to address distinct rules by locality. |
No information available | |
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Translation Management Automated or manual translation of interface, documentation, and reports. |
No information available | |
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Cross-border Transaction Handling Ensures correct application of treaties, international taxes, and compliance rules. |
No information available | |
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Country-specific Templates Prebuilt forms and templates for country-specific reporting/filing. |
No information available | |
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Foreign Subsidiary Management Associate and manage tax profiles for multiple international subsidiaries. |
No information available | |
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Currency Conversion Automation Auto conversion of values and reporting in local and base currencies. |
No information available | |
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Localization of Dates/Numbers Adapts date, number, and currency formats by user locale. |
No information available | |
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International Document Support Supports global document standards (XBRL, XML, etc.). |
No information available | |
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Cross-border Data Privacy Compliance Implements and tracks compliance with international data privacy requirements. |
No information available |
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Internal Messaging Built-in communication tools for team discussions and queries. |
No information available | |
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Commenting/Annotations Ability to comment or annotate specific calculations, documents, or workflow steps. |
No information available | |
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Task Assignment Users can assign tax tasks and track completion status. |
No information available | |
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Approval Routing Route approvals to appropriate stakeholders with full tracking. |
No information available | |
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Document Collaboration Multiple users can jointly prepare, edit, or review documents. |
No information available | |
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Notifications and Alerts System provides timely alerts on changes, deadlines, or approvals. |
TrustFile provides alerts for filings, status, and deadlines. | |
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Document Sharing Controls Granular controls on document sharing, print, and download permissions. |
No information available | |
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Workflow Status Tracking Real-time visibility of progress and workloads across teams. |
No information available | |
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External Auditor Access Provision of secure, time-limited access to external auditors. |
No information available | |
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Knowledge Base / Wiki Central repository for tax policies, FAQs, and best practices. |
No information available |
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24/7 Helpdesk Availability of support staff around the clock. |
Not as far as we are aware.* Support is available during business hours, not 24/7. | |
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Online Documentation Comprehensive up-to-date user guides and FAQs. |
Comprehensive, searchable online documentation provided. | |
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Implementation Support Guided onboarding and implementation available. |
Onboarding and implementation support are available for new customers. | |
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Knowledge Base Access Access to searchable database of technical and tax domain information. |
Knowledge base access (help articles/FAQs) included. | |
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User Community Forum Online community for sharing experiences and advice. |
Online user community forum is available for TrustFile and Avalara products. | |
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Training Programs Structured training and certification for users. |
Structured onboarding training offered, with customer materials and optional certifications. | |
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Dedicated Account Manager Assignment of a dedicated customer success manager. |
No information available | |
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Service Level Agreement (SLA) Commitment to minimum uptime and maximum response time. |
No information available | |
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Multi-channel Support Support available via phone, email, and chat. |
Support via phone, email, and chat available. | |
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Release Notes and Product Updates Regular communication of new features and bug fixes. |
Release notes and product updates are published regularly on Avalara website. |
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