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 Intuit has coined the term "Firm of the Future" and its products live up to that moniker. If you run a practice that is cloud based, paperless and makes use of cutting edge tools such as e-signatures, client portals, etc., then this product will be a good fit for you. If you are slow to change and want to use the traditional desktop computing environment and frequently print client draft returns for review, use wet signatures, etc. then this might not be the product for you. If you are already using some of Intuit's products and plan to implement more business clients into
QuickBooks Online , I would say this product is a "must have".
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 Final taxes are clear. The esignature is easy most of the time for clients to sign. The dropdown for selecting the right year is clear. 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 Not very many software titles outside the Intuit family can be used to integrate with the product. The UI is a bit dated looking. Can get rather costly if larger volumes of returns are prepared. 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 The support is, excellent and Intuit overall provides good support. Their customer service representatives are friendly and always assist with issues when needed. There are multiple ways to contact the support team. I have not sued them though very much for technical tax issues and primarily the customer service team when needed.
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 think ProConnect Tax Online is better than competitors. As I am new to my career, the only software I have used are ProConnect Tax Online, and Thomson Reuters Ultra Tax. I prefer cloud-based software, but I think Ultra Tax is easier software to learn on. It is easier to learn on because it is form based
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 Just being the administrative assistant I can't really talk on ROI - that would be for my boss to address. But since our office strives to be completely paperless efiling fits in with our paperless narrative. Read full review ScreenShots CCH® SureTax® Screenshots