Item: CCH® SureTax®
Rating: 10
Author: GARY JAY BRILL

Use Cases and Deployment Scope

We were asked to recommend a tax service for a client; after asking clients and checking reviews, I learned about SureTax. It meets the requirements, and the client is very happy. I certainly would recommend this to others. Of the four solutions I reviewed, SureTax stood out and ultimately satisfied the client.

Pros and Cons

Easy Set-Up.
Intuitive
Value Based.
Accurate

I've not heard any negative comments.
Would like to see a client portal.

Return on Investment

ROI was not a factor.
Accuracy and easy set-up was a critical factor.

Key Insights

Do you think CCH® SureTax® delivers good value for the price?

Yes

Are you happy with CCH® SureTax®'s feature set?

Yes

Did CCH® SureTax® live up to sales and marketing promises?

Yes

Did implementation of CCH® SureTax® go as expected?

Yes

Would you buy CCH® SureTax® again?

Yes

Other Software Used

Microsoft 365 Business Premium, Datazoom

Likelihood to Recommend

SureTax provides a very user-friendly setup. The account shipped a lot of products as part of providing good customer service. SureTax allowed us to set up all of our Nextus locations by county. Determining taxation was easy and had been working accurately. The account is very pleased with the reporting that comes with the service.

A Product that Delivers on its Promises.

Overall Satisfaction with CCH® SureTax®