We're Glad We Implemented SureTax
December 08, 2023
We're Glad We Implemented SureTax
Score 9 out of 10
Vetted Review
Verified User
Overall Satisfaction with CCH® SureTax®
We currently use SureTax for sales and use filings for 2 organizations covering 36 states and file nearly 100 returns monthly. We are looking forward to the SureTax roll out of prepayment options which are scheduled to be available later this month and plan to implement those for several states.
- user interface is clearly laid out
- there is a test environment completely separate from production data
- the dashboard provides quick notification when the filing team needs answers to any questions and a way to respond directly to each
- We have participated in some prepayment testing so we know that functionality is being built out and what we saw looked really good. We're anxious to have that rolled out.
- We'd like a cleaner way to export documentation of what was paid and EXACTLY what was paid. Currently web fees and some small balances are not shown by the website and that means making journal entries is a more manual process than hoped.
- We've been working with folks at SureTax about discrepancies between CCH RADAR rates vs the rates which get used in SureTax. We have learned the 2 systems do not utilize the same data and we often find RADAR is more accurate.
- positive impact on resources due to accessibility by more team members
- positive impact on resources due to willingness of other team members to use this GUI - it's more inviting
- positive impact on timing due to strict deadlines so I simply CANNOT be pulled off to help with other projects which often happened when deadlines were later in the month
- once the prepayment module is put into production that is also going to help with tracking (for states like FL, GA etc. where the number only changes once/year because we're told SureTax will "remember" that month to month and keep it filled in on each return)
We researched them and had a few conversations because other areas of our company are using software from Avalara and we hoped to bundle but we couldn't meet their data deadlines at all so we had to keep looking around. There's really not much more I can say about it as that was a show-stopper from our side.
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?
I wasn't involved with the selection/purchase process
Did implementation of CCH® SureTax® go as expected?
Yes
Would you buy CCH® SureTax® again?
Yes