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Inclusive Tax Info and stable service
Updated December 05, 2023

Inclusive Tax Info and stable service

Anonymous | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with CCH® SureTax®

We use SureTax for the tax calculation lookup for all our products. It returns accurate tax information and tax rate with jurisdictions. Being a customer for more than five years, our application communicates with SureTax cloud servers through API and gets real-time results. Its tax accuracy, completeness and stabililty meet our expectation.
  • Accuracy
  • Informational
  • Stability
  • Real-time update
  • Good support
  • There was one time that when SureTax was down, it took us a while to reach the support through phone line, but the problem was finally resolved.
  • Provide complete tax information and support
  • Timely tax rate and jurisdiction update
  • Flexible API application integration
  • Stable service
We start from Avalara by uploading data in specific format to Avalara and then downloading the tax result from Avalara. This is without application integration. Later we have more products and we need everything to be taxed in time and automatically. We found SureTax and tried out and worked. After that we never need to prepare the data, downloand/upload and format the data manually month. It's working great!

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

Based on our experience with SureTax for over 5 years, we totally trust SureTax service. We switched from another provider to SureTax because it provides much better support. It provides complete tax information and technical support we want. We implemented our application through API which provides real-time response with tax jurisdiction and amount. Its service stability meets our stability requirements.

CCH® SureTax® Feature Ratings

Type of tax
10.0
Sales and Use Taxes
10
Tax Reporting & Compliance
8.7
Geolocation for Tax Assessment
8
Tax Data Reporting
9
Compliance Administration Management
8
Tax Exemption Processing
9
Tax Document Management
9
Complex Tax Scenario Management
9

Using CCH® SureTax®

40 - 1. Development group. This group is creating and developing the SureTax API to our system, including the tax calculation and the reporting.
2. NOC. This group is maintaining the tax system, checking any issues related and making the sure all the fucntions are working properly.
3. Accounting. This group is checking the usage and cost, and accessing and ayalysing the reports from SureTax.
4. Regulatory. This group is checking any tax and jurisdiction changes, setting up the tax code and notifying any tax changes.
50 - we have programmers in the IT/development group the creating the tax fuction and making any necessary changes through SureTax API. NOC group is deploying any functions and changes to production, monitoring if the functions are running in a healthy state, and fix the issues if any issues or outages happen. Accounting department is checking the usage and cost, gathering and generating data from IT and SureTax. Regulatory/Legal department is checking any legal and tax changes, setting up tax codes and policies for any products and departments.
  • sales tax calculation
  • reporting
  • tax compliance and regulatory
  • automate all the functions through API
  • convenient tax code setup for various products and industry
  • aggregate and genate the report data from detailed tax data
  • new products to utilize SureTax
  • system data aggregation between iTalk CRM and SureTax result
  • monitoring automation through SureTax API
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.

Evaluating CCH® SureTax® and Competitors

Yes - We used Avalara for taxing before SureTax. Every month, we queried the data from database, arranged to a specifci format that Avalara required, then uploaded to Avalara. Avalara processed the data from its server side and later we downloaded it from its web portal. It's a mnual process every month. After a few years, we had more products and we hoped everything could be process by application automatically. We tried SureTax and it's working great. Everything is processed automatically after application API integration. There's never manual process after that.
  • Scalability
  • Integration with Other Systems
  • Ease of Use
Automation. That's the most important factor we are chasing after. With so much transactions everyday and gradually more products in production, we need to have everything to be taxed automatically and processed without any manual involvement. Accuracy and Stability would be the next important factors that we are looking into. SureTax meets all the requirements of our application and system. We have been using it for more than 5 years.
At the begining, we have data people process and prepare all the data. Later, we asked the professional company to provide the tax calculation for us, but we still need to manually upload the formatted data and download the taxed data every month. Now we integrated SureTax API with our application and it processes all the tax automatically without any manual involvement. If we do it again, we would like to start from the application integration and utilize the functions and features that tax company provides. It will give you more options and ways to fulfil the requremetns. We wish we could us SureTax earlier.