SureTax does the job, but there was friction getting everything clarified and set up
December 07, 2023

SureTax does the job, but there was friction getting everything clarified and set up

Anonymous | TrustRadius Reviewer
Score 6 out of 10
Vetted Review
Verified User

Overall Satisfaction with CCH® SureTax®

We use SureTax to calculate all taxes that apply to our telecom customers. We used to do it ourselves, but needed a service that would keep abreast if all tax changes in all jurisdictions,
  • Calculate taxes
  • Provide Compliance reports for all jurisdictions
  • It was difficult in the early stages to get timely authoritative responses from the product specialist assigned to us.
  • Communication of rules and rationales was not top-notch
  • It can take much longer than we prefer for trouble tickets to get resolved.
  • Saved us from liability from miscalculating taxes or not applying taxes that were were unaware of - when we did the taxes ourselves.
  • Saved a huge amount of time for our finance department to file compliance reports
  • However, these advantages accrue from any similar tax provider - not specific to SureTax
We decided on SureTax because of some prior relationships our CEO had. The technical implementation team had a much better impression of the advice and explanations and guidance we received from Avalara

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?

No

Would you buy CCH® SureTax® again?

No

Once everything is properly set up, questions answered, issues resolved, SureTax does its core job of calculating taxes for us quite well. It was not easy to resolve questions about the proper mapping of our products to their tax categories, however. And sometimes we got the impression that there was a tendency to sweep certain questions or potential difficulties under the rug.

CCH® SureTax® Feature Ratings

Sales and Use Taxes
8
Energy and Fuel Taxes
Not Rated
Geolocation for Tax Assessment
8
3rd-Party Software Integrations
Not Rated
Tax Data Reporting
7
Compliance Administration Management
7
Tax Exemption Processing
7
Tax Document Management
6
Complex Tax Scenario Management
6

Using CCH® SureTax®

3 - Software developers and technical billing specialists are the only ones who actually use SureTax
3 - Technical skills are far more important in this case, but clear communication is essential (which our people are good at)

Evaluating CCH® SureTax® and Competitors

CCH® SureTax® Support

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
ProsCons
Good followup
Knowledgeable team
Problems get solved
Kept well informed
Support cares about my success
Escalation required
Need to explain problems multiple times
Yes - It was resolved, but took a lot of time and back and forth