CCH SureTax is designed by tax experts to help businesses comply even with the most complex sale and use tax requirements. Always up-to-date on 100,000+ annual tax legislation changes, this cloud-based sales tax automation platform aims to ensure customers accurately calculate, collect, and remit taxes to the correct authorities every time.
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Pipedrive
Score8.7 out of 10
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Pipedrive is a customer relationship management (CRM) software built to help small teams to drive sales.
$24
per month per seat
Pricing
CCH® SureTax®
Pipedrive
Editions & Modules
No answers on this topic
Essential
$24
per month per seat
Advanced
$49
per month per seat
Professional
$69
per month per seat
Power
$79
per month per seat
Enterprise
$129
per month per seat
Offerings
Pricing Offerings
CCH® SureTax®
Pipedrive
Free Trial
No
Yes
Free/Freemium Version
No
No
Premium Consulting/Integration Services
Yes
No
Entry-level Setup Fee
No setup fee
No setup fee
Additional Details
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Monthly plans are available. The Essentials monthly plan at $24 per month.
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Pipedrive is a fantastic tool to help monitor and track lead generation and referral sources. It helps maintain accountability with the sales team and helps ensure that we are doing appropriate marketing to maintain a steady influx of cases. The weekly and quarterly sales reports that it can generate are incredibly helpful and insightful. They help inform us of what we need to focus on each quarter/year.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Great visual visibility of the funnel plus easy to drag the deals across the stages
The email integration that collects all relevant communication (also through the possibility of adding a deal-specific Pipedrive address on BCC)
The integration with Pandadoc, which we use a lot, so that Pipedrive keeps a really handy overview of the documents we have sent out / which have been signed
We have participated in some prepayment testing so we know that functionality is being built out and what we saw looked really good. We're anxious to have that rolled out.
We'd like a cleaner way to export documentation of what was paid and EXACTLY what was paid. Currently web fees and some small balances are not shown by the website and that means making journal entries is a more manual process than hoped.
We've been working with folks at SureTax about discrepancies between CCH RADAR rates vs the rates which get used in SureTax. We have learned the 2 systems do not utilize the same data and we often find RADAR is more accurate.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info
Showing the customers name on the pipeline page. Right now I can only get it to show the brand name twice. I wish it would replace the second brand name with the main point of contact.
Better reporting tools. Their reporting tools are not easy to pick up. I've spent time trying to figure it out and it isn't something I can pick up on quickly.
Better training options. I wish I had a personal trainer to walk me through the best way to use Pipedrive so I can get the most out of it.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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!
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Pipedrive is easy to use and has a clean interface so we can follow up accurately. Its custom features help manage leads and evaluate team performance. It saves time and improves efficiency. Pipedrive is stable and supports integrations and automation.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Between quick video tutorials and having very quick feedback from their support teams, it is one of the main reasons I would recommend Pipedrive. It is critical, especially when setting up the platform to meet your companies needs, that a solid support team like Pipedrive has is there to make the transition easier.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
I much prefer the interface of Pipedive when compared to Zoho. Much more user friendly and the team is always readily available when we need them. Pipedrive allowed for many custom integrations to be added, as Zoho was a tad more complicated to manipulate. We would not go back to Zoho in any case.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Previously we paid $5,200 per year for a standalone telecom tax calculation program. The overall cost of the combined solution that we have is just about the same as the cost of everything that we have before adding that cost in.
Once you add in the additional benefit of the API integration and the automation that's freed up employee time, I think it's fairly safe to say that as we've grown, the combined efficiencies have allowed us to operate with two fewer employees than we would have otherwise needed.
Over past 4 years we have yet to be notified of any errors in our submitted regulatory taxes.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Great on setup which made our work easier and less technically equipped people can manage a lot of things(compared to SalesForce where you need to hire a developer to set it up)
We were able to integrate our calling system easily and get things going on the lead calling aspect.
Great multipipeline option where we were able to manage both organisations under one roof.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
