Likelihood to Recommend Wolters Kluwer CCH® Tagetik
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 This software is great for a tax preparer that wants the whole package from organizers to customer returns with letters and invoices. This is the best software with everything combined together. For new tax preparers looking for expensive software and are willing to some items (invoices) organizers, scheduling) through other means, Intuit Lacerte might be too expensive. But once the practice grows the time saved having all the “bells and whistles “ is worth every penny!
Read full review Pros Wolters Kluwer CCH® Tagetik
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 K-1 transfer capability Supports more than 5,700 tax forms - federal and all state forms Year-round e-filing Read full review Cons 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 Technical glitches Frequent software updates 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 Wolters Kluwer CCH® Tagetik
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 Lacerte customer service has been great. They are very knowledgeable about the product and can help resolve problems quickly.
Read full review Alternatives Considered Wolters Kluwer CCH® Tagetik
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 I’ve heard other tax preparers talk about their software and their likes and dislikes. When I offer to show them Intuit Lacerte most are blown away by what it does. One preparer used ProConnrct online tax (also by Intuit), and she loves how easy Intuit Lacerteis to use. She said having live support (not chat) to actually be able to show issues and work through them was great. Both programs use the same calculations, but the extras (trial balance, organizers with prior year data, invoicing, scheduling, filters, etc) are what makes Intuit Lacerte the best!
Read full review Return on Investment 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 Able to process client requirements faster Docusign feature a big plus Lacerte Diamond Passport fees is highly priced at 17.5K USD + fastpath additional per user. They could consider to bring down the cost so that it works out lucratively. Read full review ScreenShots CCH® SureTax® Screenshots