Likelihood to Recommend If you want to have an all in one solution for managing you clients (from sales lead to loyal client) this is the answer. We rarely have to use other systems to take a client from a lead to completing their taxes or representation case. It's also given us the freedom to switch our business model to focus on value added pricing and shift to be an advisory focused firm. If you want to pump out hundreds of returns and don't care about managing your clients on a long term basis because you're a quantity over quality shop, you may not find value in the software.
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I would put CCH® SureTax® at the top of the scale for any Telecom business or anyone with a known tax scenario that will be similarly sketchy. This software, while not always user friendly, can do amazing things to help you navigate the tax issues facing us all today. This would not be appropriate for a company just needing help gathering their sales tax information. There are plenty of other, friendlier solutions, possibly what they are already using for their accounting that will do it cleaner, easier and cheaper. You just have to ask an expert in that software.
Read full review Pros As TheCPATaxProblemSolver, Canopy is a great timesaver in helping me complete IRS Offer In Compromises. An Offer in Compromise (OIC) is an IRS program that allows taxpayers to settle their liabilities for less than the full amount owed. I use analytics contained in the state-of-the-art Canopy tax resolution software to calculate smart recommendations based on each unique case to arrive at the best solution and prepare successful cases. Canopy tax has an all in one practice management software. It features Customer Relationship Management (CRM), Document Management, Workflow Management, as well as Billing and Invoicing Keith Jones I am a CPA Specializing in IRS Tax Resolution and Small Business Accounting Automation & Tax Plannin
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Maintains Nexus nationwide. Implements all of the various sales tax rates nationwide automatically. Clean website that is very user friendly. Support is very quick to respond and always fixes any issues you may be having. We have had this since 2013, and not one time has a sales tax rate been wrong. We used to have Avalara, where we had 12 different overrides in their system just to calculate the correct tax. It is nice not having to maintain those. Read full review Cons Connectivity with Outlook for email tracking - the connection is sometimes lost and there is no notification. You just look for your email trail and there is nothing. Electronic signatures for multiple contacts on one document with some fields being optional would be a great help. Being able to see contact transcripts in the client record view versus just the transcript screen would be more efficient. Read full review Wolters Kluwer CCH® Tagetik
NetSuite integration is clunky, does not feed into native fields as renders some features useless Pricing increase after 3 year contract was astronomical, were able to negotiate however. Implementation should have been better tested by all parties, resulted in amending multiple returns. However, we did have a very tight timeline to integrate. Read full review Likelihood to Renew Wolters Kluwer CCH® Tagetik
We switched our tax service from Avalara to SureTax years ago. Prior to this, we manually prepared the data and ran a report uploading and then got the tax result every time. With Suretax providing enough and flexable APIs, we redesigned and implemented our new application to communicate with SureTax seamlessly and automatically. This greatly reduced our workload, improves the system efficiency, and increased the data accuracy.
Read full review Usability Wolters Kluwer CCH® Tagetik
SureTax is very reliable in with the integration with Microsoft Dynamics GP. It provides accurate tax calculations in accordance with tax updates. SureTax also has a user-friendly interface that makes it easy to navigate. It is easy to add customers and also run reports on the website. The overall manageability of it is great!
Read full review Support Rating We had to contact the company many times because of the problems we were encountering. They were not helpful in any way
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It has taken much longer than we would like to get certain issues - and problems - resolved. And the initial product support as we designed the implementation left much to be desired
Read full review Alternatives Considered Canopy works efficiently for all the companies, more so the CPA firms and other programs have no such advancement. The existence of an individualized client portal from Canopy is a remarkable step. Canopy records the due dates for a project and checks them when they are near or notifies the user.
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100% better.
Avalara is a self-starter kit where businesses are forced to create and develop their own bundles and product types. The support that you get from the AvaTax is not as user-friendly. SureTax is full of seasoned experts and full of industry leaders. Law firms that I have worked with in the past, as well as other CPAs, only recommend SureTax.
Read full review Return on Investment We have eliminated our admin position as our tasks are more streamlined. We can support a year-round client demand breaking the season-to-season cash cycle. We're looking to become 100% remote/virtual helping clients all over the country/world within the next 12 months due to this cloud solution. Read full review Wolters Kluwer CCH® Tagetik
positive impact on resources due to accessibility by more team members positive impact on resources due to willingness of other team members to use this GUI - it's more inviting positive impact on timing due to strict deadlines so I simply CANNOT be pulled off to help with other projects which often happened when deadlines were later in the month once the prepayment module is put into production that is also going to help with tracking (for states like FL, GA etc. where the number only changes once/year because we're told SureTax will "remember" that month to month and keep it filled in on each return) Read full review ScreenShots CCH® SureTax® Screenshots