Overview
ProductRatingMost Used ByProduct SummaryStarting Price
CCH® SureTax®
Score 7.7 out of 10
N/A
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.N/A
Vertex
Score 8.3 out of 10
N/A
Vertex combines tax research with technology to improve tax accuracy and consistency on sales and purchase transactions. The automation aims to support high volume and complex transactions at speed and scale to streamline internal processes and improve audit performance. Integrations to ERP, e-commerce, procurement, and other billing systems enables a single tax engine to seamlessly support a growing business. In addition to tax determination, Vertex provides tools and services to automate and…N/A
Pricing
CCH® SureTax®Vertex
Editions & Modules
No answers on this topic
No answers on this topic
Offerings
Pricing Offerings
CCH® SureTax®Vertex
Free Trial
NoNo
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
YesNo
Entry-level Setup FeeNo setup feeNo setup fee
Additional Details
More Pricing Information
Community Pulse
CCH® SureTax®Vertex
Considered Both Products
CCH® SureTax®
Chose CCH® SureTax®
Avalara has the best API but doesn't handle volume well
ONESOURCE is a custom solution, tailored to fit to each customer needs by team of integrators works great for large businesses
Sov0s if you don't have anything nice to say say nothing at all
Chose CCH® SureTax®
In my opinion, both of those products are superior to Sure Tax and offer a far more robust system offering. That includes seeing tax rules and rates, running many different reports, and custom extract reporting.
Vertex
Chose Vertex
CHH was used to review tax compliance and assisted in help us configure Vertex O series. When using SAP to calculate tax is was important for us to use a tax engine versus manually maintaining the tax rules outside of the system.
Top Pros
Top Cons
Features
CCH® SureTax®Vertex
Type of tax
Comparison of Type of tax features of Product A and Product B
CCH® SureTax®
7.3
63 Ratings
7% below category average
Vertex
8.8
123 Ratings
11% above category average
Sales and Use Taxes8.263 Ratings9.4121 Ratings
Cross-border Taxes9.01 Ratings9.837 Ratings
VAT / GST Taxes4.94 Ratings8.957 Ratings
Energy and Fuel Taxes7.16 Ratings7.311 Ratings
Tax Reporting & Compliance
Comparison of Tax Reporting & Compliance features of Product A and Product B
CCH® SureTax®
7.1
62 Ratings
10% below category average
Vertex
8.4
118 Ratings
7% above category average
Geolocation for Tax Assessment8.845 Ratings9.486 Ratings
3rd-Party Software Integrations6.644 Ratings7.281 Ratings
Tax Data Reporting6.556 Ratings9.1104 Ratings
Compliance Administration Management6.742 Ratings9.074 Ratings
Tax Exemption Processing7.944 Ratings8.287 Ratings
Tax Document Management7.233 Ratings9.070 Ratings
Complex Tax Scenario Management5.742 Ratings6.981 Ratings
Best Alternatives
CCH® SureTax®Vertex
Small Businesses
Canopy
Canopy
Score 9.2 out of 10
Canopy
Canopy
Score 9.2 out of 10
Medium-sized Companies
LOVAT
LOVAT
Score 10.0 out of 10
LOVAT
LOVAT
Score 10.0 out of 10
Enterprises
ADP SmartCompliance
ADP SmartCompliance
Score 8.3 out of 10
ADP SmartCompliance
ADP SmartCompliance
Score 8.3 out of 10
All AlternativesView all alternativesView all alternatives
User Ratings
CCH® SureTax®Vertex
Likelihood to Recommend
7.6
(64 ratings)
8.7
(148 ratings)
Likelihood to Renew
9.4
(3 ratings)
9.0
(18 ratings)
Usability
8.2
(1 ratings)
8.7
(44 ratings)
Availability
-
(0 ratings)
8.3
(7 ratings)
Performance
-
(0 ratings)
8.2
(7 ratings)
Support Rating
6.4
(1 ratings)
9.1
(23 ratings)
In-Person Training
-
(0 ratings)
8.6
(3 ratings)
Online Training
-
(0 ratings)
9.6
(3 ratings)
Implementation Rating
-
(0 ratings)
7.7
(15 ratings)
Configurability
6.6
(5 ratings)
7.0
(78 ratings)
Ease of integration
-
(0 ratings)
8.0
(5 ratings)
Product Scalability
-
(0 ratings)
8.0
(38 ratings)
Vendor post-sale
-
(0 ratings)
8.2
(18 ratings)
Vendor pre-sale
-
(0 ratings)
7.4
(12 ratings)
User Testimonials
CCH® SureTax®Vertex
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
Vertex Inc.
Vertex is pretty diverse in that it can support large or small organizations. If you're looking for a robust tax calculation engine then Vertex is a great option. It offers the sales and use tax calculations, reporting that supports all tax types and that can be used organization wide, and the ability to prepare the required sales tax returns. They keep up on all the tax rules so you don't have to and their customer service is good as well. At this point I've not found a reason that it wouldn't be suited in a tax environment.
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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
Vertex Inc.
  • Vertex does a great job of building in-house industry expertise (leasing in our case) so they truly understand the tax technical and compliance obstacles we face day to day.
  • Vertex actively solicits for and responds to customer feedback on development and product roadmap suggestions. The Leasing users group is an example where Vertex takes an active role in communicating with and taking feedback from our industry.
  • Vertex tax updates are very timely and thorough, which makes the compliance process less stressful for our team.
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
Vertex Inc.
  • Reporting: Vertex VAT Compliance is not fully ready to support all EU country's requirements.
  • Data storage.
  • Online reporting in VVC: many countries require to report VAT Declaration in an electronic way. This function is still missing for some of the countries from VVC.
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.
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Vertex Inc.
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
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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!
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Vertex Inc.
We have very complicated tax rules for our business, which took some time to set up in Vertex's software, but now it is running almost perfectly smoothly, but there are still sales orders that we need to go in and check the difference in sales tax since we are using two different systems. Without being in two different systems I wouldn't see any need for manual adjustments to sales orders
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Reliability and Availability
Wolters Kluwer CCH® Tagetik
No answers on this topic
Vertex Inc.
I have always felt VERTEX support was available when needed, and I have felt comfortable calling in some heavy hitters when needed
Read full review
Performance
Wolters Kluwer CCH® Tagetik
No answers on this topic
Vertex Inc.
Our Vertex performance is good, although we are now experiencing Error 502 when adding additional data points to our transaction tester single tests. At Exchange, I was told to reach out to support....that most likely the On Demand system needed some additional CPU resource added. I have a currently open ticket, that has not yet been fixed on this matter
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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
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Vertex Inc.
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.
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In-Person Training
Wolters Kluwer CCH® Tagetik
No answers on this topic
Vertex Inc.
By training I'm referring to our engagement with Vertex Consulting's professional services group. Each person on the engagement had prior leasing industry tax experience and most if not all used O Series before joining Vertex. Consultants with industry specific tax experience provide so much more than just "training". They are able to engage in deep tax technical discussions with actual experience while in private practice. This coupled with having visibility to how numerous other leasing peers approach similar tax issues is a huge plus on top of the standard training.
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Online Training
Wolters Kluwer CCH® Tagetik
No answers on this topic
Vertex Inc.
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.
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Implementation Rating
Wolters Kluwer CCH® Tagetik
No answers on this topic
Vertex Inc.
The implementation is challenging, make no mistake but will provide much value over time. Make sure you have full support of IT and your major stakeholders in your company. I found that while many people claimed to understand tax was important, they had no idea how deep tax in entrenched throughout the lease life cycle.
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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.
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Vertex Inc.
For Sales tax many years ago I had used a product called Alternadev. It probably doesn't even exist anymore. It was created in someones kitchen and there wasn't much support. Other than that for sales tax I have only used Vertex. I have used ONESOURCE but that was for property tax
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Scalability
Wolters Kluwer CCH® Tagetik
No answers on this topic
Vertex Inc.
There needs to be a time-consuming setup both in the Enterprise Resource Platform and in Vertex and the related tools as well but once this is all established, Vertex is very proficient at calculating Sales and Use Tax in the USA and in Canada with GST/HST, as well as several of the provinces where we are located. As we added plants in different jurisdictions via greenfield expansion and aquisition, Vertex was able to integrate those as long as the tax department is fully informed of the system.
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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)
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Vertex Inc.
  • We use Vertex on a monthly basis to see if tax has been over-accrued or over-charged on invoices. We do save tax every month using the tool. Not at liberty to share too much more - the technology does assist the human efforts.
Read full review
ScreenShots

CCH® SureTax® Screenshots

Screenshot of Transaction level viewScreenshot of Nexus dashboardScreenshot of Exempt Certificate ManagerScreenshot of Reporting viewScreenshot of Returns dashboardScreenshot of A return screenshot

Vertex Screenshots

Screenshot of Vertex dashboard