What users are saying about
2 Ratings
183 Ratings
2 Ratings
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Score 6.7 out of 100
183 Ratings
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Score 8.7 out of 100

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

Works well with SAP and is an all-round best choice for enterprise level sales and use tax requirements. Pricing can be a barrier for some organizations, and it’s not a product that you can license and configure on your own, you’ll need to budget for consulting and testing. Would like to see Vertex become more active in addressing use tax challenges posed by newer P2P systems, like Coupa, that don’t directly integrate with Vertex, and in fact create gaps in the accuracy of use tax accruals. Since Coupa pretends this is not an issue, I want Vertex to step up with a solution for tax departments who have to find workarounds for P2P software that operates in a vacuum.
Anonymous | TrustRadius Reviewer

Feature Rating Comparison

Type of tax

CCH SureTax
8.5
Vertex
8.1
Sales and Use Taxes
CCH SureTax
8.0
Vertex
9.1
Cross-border Taxes
CCH SureTax
9.0
Vertex
7.7
VAT / GST Taxes
CCH SureTax
8.0
Vertex
9.1
Energy and Fuel Taxes
CCH SureTax
9.0
Vertex
6.6

Tax Reporting & Compliance

CCH SureTax
9.3
Vertex
8.8
Geolocation for Tax Assessment
CCH SureTax
10.0
Vertex
8.8
3rd-Party Software Integrations
CCH SureTax
9.0
Vertex
8.2
Tax Data Reporting
CCH SureTax
9.0
Vertex
8.7
Compliance Administration Management
CCH SureTax
10.0
Vertex
8.9
Tax Exemption Processing
CCH SureTax
8.0
Vertex
9.0
Tax Document Management
CCH SureTax
9.0
Vertex
8.9
Complex Tax Scenario Management
CCH SureTax
10.0
Vertex
8.9

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

  • We had a problem one month and needed to back out some data and it didn't seem like Vertex was well-equipped to do this. Ultimately I had to figure out a work-around as Vertex wasn't helpful in this instance.
  • It feels like I'm not using the majority of tools available to me. Of course that's on me to learn more about the product, but I feel like training could be pushed a bit more.
Eric Larsen | TrustRadius Reviewer

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

We evaluated Avalara, ONESOURCE, and Vertex. The reason we chose Vertex are as follows: 1) the demo provided was much better than that of the competitors; 2) the flexibility required to accurately compute sales tax in our complex business environment was best suited by Vertex; 3) ease of configurability was much better with Vertex.
Anonymous | 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

Pricing Details

CCH SureTax

General

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

CCH SureTax Editions & Modules

Additional Pricing Details

Vertex

General

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

Vertex Editions & Modules

Edition
Starter$475.001
Team$1,875.001
  1. Per Month
Additional Pricing Details

Rating Summary

Likelihood to Recommend

CCH SureTax
8.0
Vertex
8.7

Likelihood to Renew

CCH SureTax
Vertex
8.5

Usability

CCH SureTax
Vertex
8.2

Reliability and Availability

CCH SureTax
Vertex
7.3

Performance

CCH SureTax
Vertex
7.3

Support Rating

CCH SureTax
Vertex
8.8

In-Person Training

CCH SureTax
Vertex
7.3

Online Training

CCH SureTax
Vertex
7.3

Implementation Rating

CCH SureTax
Vertex
8.2

Scalability

CCH SureTax
Vertex
8.2

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