Middesk vs. Sovos Intelligent Compliance Cloud

Middesk majorly provides us with real-time access to the data and documents which are required for automating KYB and CIP regulatory compliance, mitigating front and backend risk. In addition, it is the easiest way for financial services companies to verify and monitor their business customers. It for us very much makes the process of onboarding customers very easy.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

In our case, sales and use tax are a must-have. With the recent change and continuous change in tax law, companies find it harder to comply with tax without a system. In our case, managing thousands of customers with thousands of tax codes - city tax, state tax, zone tax - proves to be a challenge. We need a system to minimize any exposure with federal and state tax law, and certainly protect us from an audit.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• Gathering information needed for registration.
• Making the registration process efficient.
• Guiding us through the process when we hit snags.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• They are good at updating the tax tables with all the new sales tax law changes
• They are good at charging the correct sales tax amount as long as the software is set up or configured correctly
• They are good at following up at sales tax correspondences

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• Better navigation.
• More marketing and make it very reachable to customers.
• Login is difficult.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• The admin portal needs work - I cannot simply add and remove users, and have to create a case support. I think this is a low-hanging fruit Sovos is working on to resolve.
• The UI could be improved.
• The sync does not always happen instantly and sometime can take up to 24 hours.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

UI is not as intuitive as other systems we use. For states that require income tax withholding, some of them require registration with multiple agencies - the UI doesn't easily tell you which login credentials are tied to which agency.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

The user experience of this tool must be rearchitected. I am able to observe a lot of lag in the process when initiated. There are sometimes when the tool's navigation becomes difficult. The time taken at times is large to process a request and this can also be highly improved in the future.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

For the most part, the support team is responsive. However, with the recent switch from a legacy server to S1 server, Sovos created a problem for us. We simply can't upload a tax certificate. I logged a case with support, and they could not help, so they escalate to their senior technician. All in all, it has been more than 7 days, and they could not resolve a "simple" issue.

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Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

ADP Workforce Now offers a module to handle payroll tax registrations. The interface is confusing and the information is hard to find. The service and support are awful - nobody ever knows who can answer tax account questions, they escalate to a different department and promise a callback but they never call back.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

I have used sales tax tables in the past and they are a lot more accurate as long as the configuration is done correctly up front. I have also used Avalara. Avalara has a more consumer friendly interface and better reporting function

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• Better speed.
• Better quality for optimal cost.
• Saves a lot of time.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• It saved us a lot of time and money but eliminating the manpower needed to process manually ourselves
• It helped reduce the time needed to follow up and resolve sales tax correspondences
• It helped reduce costs and time to register in new taxing jurisdications

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info