What users are saying about
3 Ratings
3 Ratings
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Score 10 out of 100
198 Ratings
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Score 8.7 out of 100

Feature Set Ratings

  • CCH SureTax ranks higher in 2 feature sets: Type of tax, Tax Reporting & Compliance

Type of tax

8.5

CCH SureTax

85%
7.7

Vertex

77%
CCH SureTax ranks higher in 3/4 features

Sales and Use Taxes

8.0
80%
1 Rating
8.8
88%
89 Ratings

Cross-border Taxes

9.0
90%
1 Rating
7.5
75%
25 Ratings

VAT / GST Taxes

8.0
80%
1 Rating
8.0
80%
39 Ratings

Energy and Fuel Taxes

9.0
90%
1 Rating
6.6
66%
11 Ratings

Tax Reporting & Compliance

9.3

CCH SureTax

93%
8.6

Vertex

86%
CCH SureTax ranks higher in 6/7 features

Geolocation for Tax Assessment

10.0
100%
1 Rating
8.4
84%
62 Ratings

3rd-Party Software Integrations

9.0
90%
1 Rating
9.0
90%
57 Ratings

Tax Data Reporting

9.0
90%
1 Rating
8.6
86%
77 Ratings

Compliance Administration Management

10.0
100%
1 Rating
8.7
87%
54 Ratings

Tax Exemption Processing

8.0
80%
1 Rating
8.5
85%
62 Ratings

Tax Document Management

9.0
90%
1 Rating
8.7
87%
51 Ratings

Complex Tax Scenario Management

10.0
100%
1 Rating
8.5
85%
63 Ratings

Attribute Ratings

  • Vertex is rated higher in 1 area: Likelihood to Recommend

Likelihood to Recommend

8.0

CCH SureTax

80%
1 Rating
8.7

Vertex

87%
113 Ratings

Likelihood to Renew

CCH SureTax

N/A
0 Ratings
8.5

Vertex

85%
3 Ratings

Usability

CCH SureTax

N/A
0 Ratings
8.2

Vertex

82%
2 Ratings

Availability

CCH SureTax

N/A
0 Ratings
7.3

Vertex

73%
2 Ratings

Performance

CCH SureTax

N/A
0 Ratings
7.3

Vertex

73%
2 Ratings

Support Rating

CCH SureTax

N/A
0 Ratings
8.8

Vertex

88%
46 Ratings

In-Person Training

CCH SureTax

N/A
0 Ratings
7.3

Vertex

73%
1 Rating

Online Training

CCH SureTax

N/A
0 Ratings
7.3

Vertex

73%
1 Rating

Implementation Rating

CCH SureTax

N/A
0 Ratings
8.2

Vertex

82%
2 Ratings

Product Scalability

CCH SureTax

N/A
0 Ratings
8.2

Vertex

82%
1 Rating

Likelihood to Recommend

CCH SureTax

It is really well suited for accountants that simply prepare the returns and need accurate data. This makes the review process much quicker. If you do not have WorkStream connected it is tough to track the progress of a project. You have to check the reports daily to see if you have any work to do
Chantelle Chase | TrustRadius Reviewer

Vertex

Vertex has a commanding presence in the leasing vertical attributed to their investment in really understanding the unique tax complexities we face. Vertex Consulting members are comprised of tax professionals that utilized Vertex O Series for Leasing when they were in private industry. Said simply they get leasing because they've been on the other side of the fence so to speak.
Anonymous | TrustRadius Reviewer

Pros

CCH SureTax

  • 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.
Chantelle Chase | TrustRadius Reviewer

Vertex

  • 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.
Anonymous | TrustRadius Reviewer

Cons

CCH SureTax

  • 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.
Chantelle Chase | TrustRadius Reviewer

Vertex

  • 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.
Anonymous | TrustRadius Reviewer

Pricing Details

CCH SureTax

General

Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
No

Starting Price

Vertex

General

Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
No

Starting Price

Likelihood to Renew

CCH SureTax

No score
No answers yet
No answers on this topic

Vertex

Vertex 8.5
Based on 3 answers
We are satisfied with the overall performance of Vertex. The software has provided my company with many efficiencies. We have shorted our audits and found that many audits are happy that we are using Vertex to calculate our taxes. We no longer need to worry about updating our rates each month since Vertex sends us a file to upload
Lillian Zakos Paquette | TrustRadius Reviewer

Usability

CCH SureTax

No score
No answers yet
No answers on this topic

Vertex

Vertex 8.2
Based on 2 answers
The dashboard works well well in showing me frontline information that I can look to see how my business is doing at a low level. This also gives you an interactive map where you can hover over and see what sales are to where. This only does it for the month, not YTD.
Timothy Rowe | TrustRadius Reviewer

Reliability and Availability

CCH SureTax

No score
No answers yet
No answers on this topic

Vertex

Vertex 7.3
Based on 2 answers
We rarely have Vertex outages or application errors since the software sits out our servers
Lillian Zakos Paquette | TrustRadius Reviewer

Performance

CCH SureTax

No score
No answers yet
No answers on this topic

Vertex

Vertex 7.3
Based on 2 answers
Reports running in a timely time depending on the size and data requested. Vertex does interface with our ERP system and we do not see any slow down between the systems even when a large amount of documents are being sent over through the interface
Lillian Zakos Paquette | TrustRadius Reviewer

Support Rating

CCH SureTax

No score
No answers yet
No answers on this topic

Vertex

Vertex 8.8
Based on 46 answers
I cannot speak from personal experience, but our IT staff has found contacting Vertex support staff to be challenging. One coworker has gone through several support tickets because he was an unrecognized contact. He has also expressed frustration that communication with support staff is conducted solely by email, drawing out issues over an extended length of time that could be more easily resolved by a brief phone call.
Anonymous | TrustRadius Reviewer

In-Person Training

CCH SureTax

No score
No answers yet
No answers on this topic

Vertex

Vertex 7.3
Based on 1 answer
The training was sufficient. As I became more seasoned user I learned many tricks using the system. I've also attended a few of the Vertex annual conferences where I was able to strength my knowledge of Vertex. I also found that their online library and videos can be helpful in resolving issues and answering questions.
Lillian Zakos Paquette | TrustRadius Reviewer

Online Training

CCH SureTax

No score
No answers yet
No answers on this topic

Vertex

Vertex 7.3
Based on 1 answer
Vertex has offered multiple webinars for the products we have purchased that are informative and helpful. I've also attended a few of the Vertex annual conferences where I was able to strength my knowledge of Vertex. I also found that their online library and videos can be helpful in resolving issues and answering questions.
Lillian Zakos Paquette | TrustRadius Reviewer

Implementation Rating

CCH SureTax

No score
No answers yet
No answers on this topic

Vertex

Vertex 8.2
Based on 2 answers
The implementation went relatively smooth, we spent months several months prior to the installation preparing and research the taxability of the products we buy and sell
Lillian Zakos Paquette | TrustRadius Reviewer

Alternatives Considered

CCH SureTax

No answers on this topic

Vertex

Avalara does not have the ability to write custom rules within the software to handle complex tax scenarios. It also does not have the ability to automate consumers use tax. If you have a complex ERP such as Oracle or SAP, Avalara will not be able to provide you support since they did not write the integrations. Thomson Reuters ONESOURCE is similar to Vertex. Whether you would select between Thomson Reuters ONESOURCE or Vertex would depend on your ERP, pricing, and your preference for what your user interface looks like. A major plus Vertex has is that it is seamless with Vertex Returns. Vertex has a much better returns software.
Linnea Jackson, CPA | TrustRadius Reviewer

Scalability

CCH SureTax

No score
No answers yet
No answers on this topic

Vertex

Vertex 8.2
Based on 1 answer
Overall I'm happy with the product
Lillian Zakos Paquette | TrustRadius Reviewer

Return on Investment

CCH SureTax

  • 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.
Chantelle Chase | TrustRadius Reviewer

Vertex

  • 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.
Michael Manley | TrustRadius Reviewer

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