CCH SureTax vs Vertex

• The ability to eliminate errors is an excellent feature. The program auto populates the sales and use tax forms as well as validates addresses
• This integrates with Microsoft Dynamics which allows you to run automated processes and track the progress on each project.
• It also auto populates the sales tax forms and has error messages so you can be sure to have accurate data and not receive notices.

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• The content is very detailed and helps companies make the correct indirect tax decisions.
• The interfaces that O Series has with the major ERPs as well as the smaller ones gives it an advantage in the marketplace.
• The user interface is very intuitive and easy to use.

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• The reporting system is really limited and hard to define useful reporting.
• A really clunky system and not intuitive to use.
• The error messages are really vague and you have to "guess" occasionally why the error is there.

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• Transaction data extract still requires use of a pivot table...
• UI is not intuitive and there aren’t mouseover tips, so occasionally it can be difficult to figure out how to use unexplored features.
• Would like to see more examples of how others use Vertex.
• Recently learned of the very active user community for Alteryx. Would like to see Vertex incentivize users to share tips, tricks and advice.

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• It has improved accuracy and in doing so has created a better client experience.
• It has improved efficiency and allows for more accountants to enter data.
• The training has helped the whole team learn the basics which makes it nice to have back up people if something happens.

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• We expect to have a positive ROI impact but we've only recently implemented new metrics to not only track and report on the tax savings or accuracy of the taxes being invoiced, but we are looking at some of the intangibles of modify customer service order processing improvements, impact on DSO, and the hours manually collecting and tracking sales related transactions and exemption details.

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