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    Overview
    ProductRatingMost Used ByProduct SummaryStarting Price

    Smartsheet

    Score8.3 out of 10
    N/ASmartsheet is an online project management and collaboration tool. It includes automated alerts, instantaneous updating and sharing across team members, resource management, nested tasks organized in a hierarchy, a Gantt chart view, exportable and automated reports, and integration with email.

    $12

    per month per user (up to 10 users)

    Wolters Kluwer CCH® Tagetik

    Score8.5 out of 10
    N/ATagetik is a corporate performance management solution that unifies budgeting, financial planning, consolidation and management reporting. Tagetik is offered as SaaS, on a private cloud, or on-premise, and can migrate between deployments as needed.N/A
    Pricing
    SmartsheetWolters Kluwer CCH® Tagetik
    Editions & Modules
    Pro
    $12
    per month per user (up to 10 users)
    Business
    $24
    per month per user (3 user minimum)
    Enterprise
    Contact Sales
    Advanced Work Management
    Contact Sales
    No answers on this topic
    Offerings
    Pricing Offerings
    SmartsheetWolters Kluwer CCH® Tagetik
    Free Trial
    YesNo
    Free/Freemium Version
    NoNo
    Premium Consulting/Integration Services
    NoYes
    Entry-level Setup FeeNo setup feeNo setup fee
    Additional DetailsA discount is offered for annual billing.—
    More Pricing Information
    Community Pulse
    SmartsheetWolters Kluwer CCH® Tagetik
    Considered Both Products
    Smartsheet
    No answer on this topic
    Wolters Kluwer
    No answer on this topic
    Key User Insights
    Would buy again
    90%
    Would buy again
    62 Answers
    100%
    Would buy again
    18 Answers
    Delivers good value for the price
    97%
    Delivers good value for the price
    58 Answers
    100%
    Delivers good value for the price
    18 Answers
    Happy with the feature set
    88%
    Happy with the feature set
    61 Answers
    100%
    Happy with the feature set
    18 Answers
    Lived up to sales and marketing promises
    98%
    Lived up to sales and marketing promises
    47 Answers
    89%
    Lived up to sales and marketing promises
    8 Answers
    Implementation went as expected
    96%
    Implementation went as expected
    51 Answers
    91%
    Implementation went as expected
    10 Answers
    Features
    SmartsheetWolters Kluwer CCH® Tagetik
    Project Management
    Comparison of Project Management features of Smartsheet and Wolters Kluwer CCH® Tagetik
    Feature
    Smartsheet
    9.1
    129 Ratings
    17% above category average
    Wolters Kluwer CCH® Tagetik
    -
    Ratings
    Task Management9.8126 Ratings00 Ratings
    Resource Management10.0108 Ratings00 Ratings
    Gantt Charts9.0109 Ratings00 Ratings
    Scheduling9.8111 Ratings00 Ratings
    Workflow Automation9.2100 Ratings00 Ratings
    Team Collaboration10.0122 Ratings00 Ratings
    Support for Agile Methodology8.981 Ratings00 Ratings
    Support for Waterfall Methodology9.079 Ratings00 Ratings
    Document Management9.2101 Ratings00 Ratings
    Email integration9.0100 Ratings00 Ratings
    Mobile Access8.096 Ratings00 Ratings
    Timesheet Tracking9.762 Ratings00 Ratings
    Change request and Case Management8.169 Ratings00 Ratings
    Budget and Expense Management8.075 Ratings00 Ratings
    Professional Services Automation
    Comparison of Professional Services Automation features of Smartsheet and Wolters Kluwer CCH® Tagetik
    Feature
    Smartsheet
    7.9
    66 Ratings
    3% above category average
    Wolters Kluwer CCH® Tagetik
    -
    Ratings
    Quotes/estimates8.144 Ratings00 Ratings
    Invoicing7.537 Ratings00 Ratings
    Project & financial reporting8.760 Ratings00 Ratings
    Integration with accounting software7.332 Ratings00 Ratings
    BI Standard Reporting
    Comparison of BI Standard Reporting features of Smartsheet and Wolters Kluwer CCH® Tagetik
    Feature
    Smartsheet
    -
    Ratings
    Wolters Kluwer CCH® Tagetik
    8.1
    10 Ratings
    7% above category average
    Pixel Perfect reports00 Ratings8.07 Ratings
    Customizable dashboards00 Ratings8.58 Ratings
    Report Formatting Templates00 Ratings8.09 Ratings
    Ad-hoc Reporting
    Comparison of Ad-hoc Reporting features of Smartsheet and Wolters Kluwer CCH® Tagetik
    Feature
    Smartsheet
    -
    Ratings
    Wolters Kluwer CCH® Tagetik
    7.4
    24 Ratings
    5% below category average
    Drill-down analysis00 Ratings6.623 Ratings
    Formatting capabilities00 Ratings7.123 Ratings
    Integration with R or other statistical packages00 Ratings7.17 Ratings
    Report sharing and collaboration00 Ratings8.716 Ratings
    Report Output and Scheduling
    Comparison of Report Output and Scheduling features of Smartsheet and Wolters Kluwer CCH® Tagetik
    Feature
    Smartsheet
    -
    Ratings
    Wolters Kluwer CCH® Tagetik
    9.4
    15 Ratings
    17% above category average
    Publish to Web00 Ratings9.910 Ratings
    Publish to PDF00 Ratings9.913 Ratings
    Report Versioning00 Ratings7.712 Ratings
    Report Delivery Scheduling00 Ratings9.911 Ratings
    Data Discovery and Visualization
    Comparison of Data Discovery and Visualization features of Smartsheet and Wolters Kluwer CCH® Tagetik
    Feature
    Smartsheet
    -
    Ratings
    Wolters Kluwer CCH® Tagetik
    8.5
    8 Ratings
    15% above category average
    Pre-built visualization formats (heatmaps, scatter plots etc.)00 Ratings8.07 Ratings
    Location Analytics / Geographic Visualization00 Ratings8.04 Ratings
    Predictive Analytics00 Ratings9.06 Ratings
    Pattern Recognition and Data Mining00 Ratings9.11 Ratings
    Access Control and Security
    Comparison of Access Control and Security features of Smartsheet and Wolters Kluwer CCH® Tagetik
    Feature
    Smartsheet
    -
    Ratings
    Wolters Kluwer CCH® Tagetik
    9.8
    23 Ratings
    16% above category average
    Multi-User Support (named login)00 Ratings9.923 Ratings
    Role-Based Security Model00 Ratings9.922 Ratings
    Multiple Access Permission Levels (Create, Read, Delete)00 Ratings9.923 Ratings
    Report-Level Access Control00 Ratings9.94 Ratings
    Single Sign-On (SSO)00 Ratings9.216 Ratings
    Mobile Capabilities
    Comparison of Mobile Capabilities features of Smartsheet and Wolters Kluwer CCH® Tagetik
    Feature
    Smartsheet
    -
    Ratings
    Wolters Kluwer CCH® Tagetik
    6.1
    9 Ratings
    18% below category average
    Responsive Design for Web Access00 Ratings5.08 Ratings
    Dashboard / Report / Visualization Interactivity on Mobile00 Ratings7.16 Ratings
    Budgeting, Planning, and Forecasting
    Comparison of Budgeting, Planning, and Forecasting features of Smartsheet and Wolters Kluwer CCH® Tagetik
    Feature
    Smartsheet
    -
    Ratings
    Wolters Kluwer CCH® Tagetik
    8.4
    49 Ratings
    4% above category average
    Long-term financial planning00 Ratings8.235 Ratings
    Financial budgeting00 Ratings8.143 Ratings
    Forecasting00 Ratings8.240 Ratings
    Scenario modeling00 Ratings8.634 Ratings
    Management reporting00 Ratings9.046 Ratings
    Consolidation and Close
    Comparison of Consolidation and Close features of Smartsheet and Wolters Kluwer CCH® Tagetik
    Feature
    Smartsheet
    -
    Ratings
    Wolters Kluwer CCH® Tagetik
    8.8
    46 Ratings
    12% above category average
    Financial data consolidation00 Ratings8.940 Ratings
    Journal entries and reports00 Ratings8.337 Ratings
    Multi-currency management00 Ratings8.334 Ratings
    Intercompany Eliminations00 Ratings9.337 Ratings
    Minority Ownership00 Ratings8.630 Ratings
    Local and consolidated reporting00 Ratings9.944 Ratings
    Detailed Audit Trails00 Ratings8.236 Ratings
    Financial Reporting and Compliance
    Comparison of Financial Reporting and Compliance features of Smartsheet and Wolters Kluwer CCH® Tagetik
    Feature
    Smartsheet
    -
    Ratings
    Wolters Kluwer CCH® Tagetik
    9.0
    50 Ratings
    10% above category average
    Financial Statement Reporting00 Ratings9.042 Ratings
    Management Reporting00 Ratings8.947 Ratings
    Excel-based Reporting00 Ratings8.150 Ratings
    Automated board and financial reporting00 Ratings9.035 Ratings
    XBRL support for regulatory filing00 Ratings9.920 Ratings
    Analytics and Reporting
    Comparison of Analytics and Reporting features of Smartsheet and Wolters Kluwer CCH® Tagetik
    Feature
    Smartsheet
    -
    Ratings
    Wolters Kluwer CCH® Tagetik
    8.2
    31 Ratings
    8% above category average
    Personalized dashboards00 Ratings8.426 Ratings
    Color-coded scorecards00 Ratings8.020 Ratings
    KPIs00 Ratings8.624 Ratings
    Cost and profitability analysis00 Ratings8.322 Ratings
    Key Performance Indicator setting00 Ratings8.022 Ratings
    Benchmarking with external data00 Ratings8.014 Ratings
    Integration
    Comparison of Integration features of Smartsheet and Wolters Kluwer CCH® Tagetik
    Feature
    Smartsheet
    -
    Ratings
    Wolters Kluwer CCH® Tagetik
    9.2
    47 Ratings
    13% above category average
    Flat file integration00 Ratings9.339 Ratings
    Excel data integration00 Ratings9.145 Ratings
    Direct links to 3rd-party data sources00 Ratings9.131 Ratings
    Best Alternatives
    SmartsheetWolters Kluwer CCH® Tagetik
    Small Businesses
    Any.do
    Score8 out of 10
    No answers on this topic
    Medium-sized Companies
    KanbanFlow
    Score7.3 out of 10
    IBM Planning Analytics
    Score8.5 out of 10
    Enterprises
    Microsoft To Do
    Score7.9 out of 10
    Oracle Fusion Cloud Enterprise Performance Management
    Score7.2 out of 10
    All AlternativesView all alternativesView all alternatives
    User Ratings
    SmartsheetWolters Kluwer CCH® Tagetik
    Likelihood to Recommend
    9.3
    (146 ratings)
    9.0
    (50 ratings)
    Likelihood to Renew
    9.0
    (24 ratings)
    9.1
    (11 ratings)
    Usability
    9.2
    (17 ratings)
    8.7
    (18 ratings)
    Availability
    -
    (0 ratings)
    7.3
    (2 ratings)
    Performance
    10.0
    (1 ratings)
    9.1
    (2 ratings)
    Support Rating
    8.1
    (45 ratings)
    9.1
    (6 ratings)
    In-Person Training
    -
    (0 ratings)
    9.0
    (3 ratings)
    Online Training
    7.0
    (1 ratings)
    9.1
    (2 ratings)
    Implementation Rating
    10.0
    (6 ratings)
    5.5
    (3 ratings)
    Configurability
    -
    (0 ratings)
    9.1
    (2 ratings)
    Product Scalability
    -
    (0 ratings)
    9.1
    (2 ratings)
    Vendor post-sale
    -
    (0 ratings)
    7.3
    (2 ratings)
    Vendor pre-sale
    -
    (0 ratings)
    8.2
    (2 ratings)
    User Testimonials
    SmartsheetWolters Kluwer CCH® Tagetik
    Likelihood to Recommend
    Smartsheet
    Smartsheet shines for collaboration. When you have multiple people involved with planning events Smartsheet makes it easy to share and collaborate. For instance, multiple people can be in Smartsheet working at the same time. Also setting permissions for exactly those who need to know is quite easy with Smartsheet. For data analytics and general spreadsheet purposes Excel is better but for project management and event planning Smartsheet is superior
    Incentivized
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    Wolters Kluwer
    Scenarios where CCH Tagetik is suitable is when a company have large amounts of data and want to transform, consolidate, store and produce reporting in different year, period etc with complex calculations and allocation. Tagetik is the tool for you in this case and it's very flexible in terms of creating your own business rule, calculation and reporting options with a user friendly interface. I have not thought about scenarios where it is not appropriate to use tagetik yet as the tool covers small and large business financial needs
    Read full review
    Pros
    Smartsheet
    • Its hard to overstate the value of familiarity. Being able to use a tool that has some familiarity takes away the time needed to train and orient employees on a new tool and allows an organization to hit the ground running.
    • Smartsheet covers most of the basics of a project management tool, the usual tasks, milestones and project viewing options.
    • For data viewing, you get multiple data viewing options including a calendar view (good for marketing teams and those who work around scheduling), Kanban, Gaant etc
    Incentivized
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    Wolters Kluwer
    • Processes are clearly described in CCH Tagetik ; users can easily find where they are and which action they have to make
    • Interaction with Excel is really fluid ; the Excel add-in is easy to deploy and to updgrade, in the hand of users. It is reliable provided the internet connection is fast.
    • Managing hierachies is obvious in CCH Tagetik. Hierarchies are fundamental for a good reporting ; CCH Tagetik has obviously a deep experience of this feature.
    • SaaS : our experience with CCH Tagetik is of only 1 year, but it technically performs well, the system is reponsive, no shut-down, and updates (every quarter) do not disturb production.
    • AIH seems to be able to manage very large quantity of data, and to provide advanced analysis functionalities. We did not have time to explore them.
    Incentivized
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    Cons
    Smartsheet
    • Smartsheet set up is similar to Excel, yet when you upload an Excel file, things like conditional formatting are lost. Smartsheet has its own conditional formatting, and you have to reinstate the rules. It would be great if those would apply automatically once a file is uploaded
    • Some Smartsheet management and access rules can take some tweaking to work properly. This may be a case of offering more info to admins so they can apply these better and with more efficiency
    Incentivized
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    Wolters Kluwer
    • Online help and manual is a bonus but could be improved e.g. the clarity of English explanations.
    • Improved Excel compatibility e.g. formula driven reporting and dash boarding.
    • Mobile phone connectivity e.g. launching a consolidation from a Wolters Kluwer CCH® Tagetik app.
    Incentivized
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    Likelihood to Renew
    Smartsheet
    It definitely meets our needs as far as organizing and archiving our tasks and files. As we train more staff to view it, I see opportunities for more improvement, which I am sure this program can handle. I look forward to seeing continued improvement from Smartsheet on their capabilities and functionality.
    Incentivized
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    Wolters Kluwer
    Because in my oppinion Wolters Kluwer CCH Tagetik is one of the most usable tools for consolidation, planning (controlling) and reporting. Its usability is quite easy and innovative. I like the data entry method for the customers with its workflow and tasks, quite easy way to implement a co pilot. And i like the reporting tool, with a lot of customization opportunities.
    Read full review
    Usability
    Smartsheet
    Smartsheet is very easy to learn. However, while I have been able to pick it easily, Microsoft Excel and Project super users that I have trained on Smartsheet get bogged down in the differences and can find it frustrating. Explaining the differences ahead of time and why Smartsheet is being chosen instead of a different software seems to counteract those reactions
    Incentivized
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    Wolters Kluwer
    Surprisingly, this platform is a powerhouse ERP system. However, given time, when more and more organization is able to identify how powerful this tool can be, CCH Tagetik is able to stand as a competitive advantage to many of the Financial industry of today. Although, it needs time to understand the logic behind how CCH Tagetik is formed and setup, once it is known to the user, it is an easy day to day operations with minimal maintenance.
    Incentivized
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    Reliability and Availability
    Smartsheet
    No answers on this topic
    Wolters Kluwer
    CCH Tagetik has alwyas been there in case we need help. In almost 20 years of commercial relationship, I have no evidence of times in which they were not available to answer a question or to solve an issue linked to their products, timely and efficiently.
    Incentivized
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    Performance
    Smartsheet
    No answers on this topic
    Wolters Kluwer
    As you can see, speed depends on the applications but also on the hardware that runs them. As far as CCH Tagetik improved, we saw the benefit of a cloud-based solution which could solve many speed performance issues.
    Incentivized
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    Support Rating
    Smartsheet
    I give this rating because it fills a niche in the market. MS Project scares many away from proper task management but there are limited tools our there, especially cloud-based that are mobile-friendly. Smartsheet fills this market gap, especially for small to medium-sized businesses. IT is not fair to compare it to MS Project, but fairer to see what gaps it fills.
    Incentivized
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    Wolters Kluwer
    I got very quick respons. After very little mail iterations, they decided to have online meeting to look together with me to the issue. They tried to solve it during the meeting. I had the impression that the customer care person really knew the system and was able to ask help from other colleagues when needed
    Incentivized
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    In-Person Training
    Smartsheet
    No answers on this topic
    Wolters Kluwer
    At the official deployment of the original product Controlling and Accounting teams went to Lucca and were walked through the product, Excel usage, Design, ETL run
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    Online Training
    Smartsheet
    No answers on this topic
    Wolters Kluwer
    several times since the deployment of the product in 2013 we got on-line training on new functions or on very specific questions/issues (e.g. ETL customisation), followed by the usage of the Learning Hub since 2025
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    Implementation Rating
    Smartsheet
    It's absolutely paramount to take a few minutes to actually play with the software. It's nearly impossible to do anything wrong or make a mistake which cannot be fixed easily. Under the help menu is Live Training option. After you familiarize yourself with the commands, watch the live training for some in depth understanding of how to make the software fit your needs perfectly.
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    Wolters Kluwer
    we did it in a coaching model. This allowed us to have 2 key advantages: we got to know the system very well and managed to save on the implementation cost. This worked well, was maybe a bit slower since we had to do this in our spare time. Nevertheless I strongly recommand
    Incentivized
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    Alternatives Considered
    Smartsheet
    Jira and Redmine are much more robust and technologically advanced project management solutions. I enjoy using either when managing a very large project. However, I prefer to use Smartsheet for my smaller to medium sized projects. As for Google Drive - I would say that Google sheets and Smartsheet are almost identical in my opinion when it comes to functionality. Personally I prefer to manage smaller projects via Google Drive, but it is a personal preference!
    Incentivized
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    Wolters Kluwer
    I found the Excel piece of IBM Cognos TM1 to be easier to use than CCH Tagetik. It was much easier to customize the data being pulled and the feel of the reports because of that. Other than that, CCH Tagetik has been more user friendly than IBM Cognos TM1. Navigating within the application is much easier. IBM Cognos TM1 had a lot of issues with certain modules that could not be open concurrently; this would often lead to phantom data being entered in the system. I have not had these issues with CCH Tagetik.
    Incentivized
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    Scalability
    Smartsheet
    No answers on this topic
    Wolters Kluwer
    A good and performing scalability both on a geographical and a legal entity scale. The link with MS Office suite allows an easy deployment of the application, especially for contributors.
    Incentivized
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    Return on Investment
    Smartsheet
    • This has really opened up collaboration across teams. A lot less working in silos.
    • It hasn't fully replaced any one tool so it means having to go to another place. Hopefully, we can eliminate a tool or two in the next six months.
    Incentivized
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    Wolters Kluwer
    • Gave us a tool that can absolutely grow with us to help multi phase implementations.
    • A significant time savings in terms of the amount of time we used to spend running reports vs. the time we spend now. Unbelievable improvement.
    • Gives us the option to use CCH Tagetik to solve business problems that perhaps we didn't have when we implemented CCH Tagetik. It gives us options without the possibility of implementing a whole other software package.
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    ScreenShots

    Wolters Kluwer CCH® Tagetik Screenshots

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