Unmatched Technical Support - Ease of Use - NetSuite Integration could be better - Take your Time Testing before go-live
December 13, 2023

Unmatched Technical Support - Ease of Use - NetSuite Integration could be better - Take your Time Testing before go-live

Kirstie Ivie | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Overall Satisfaction with CCH® SureTax®

SureTax was integrated in 2018 to provide tax calculations for 18 states we carried nexus in and has continued to be our software as we have grown to 36 states of drop ship nexus. The software integrates with NetSuite to provide real time calculations of sales tax based on zip code. We use the SureTax reporting each month to file tax returns in each location.
  • Fast Support - Easy to Reach
  • Always provides correct sales tax rates
  • Easy to use UI, geographic map with nexus thresholds make for ease of visibility, thresholds set to email to admin when close on transaction count or revenue into new states
  • NetSuite integration is clunky, does not feed into native fields as renders some features useless
  • Pricing increase after 3 year contract was astronomical, were able to negotiate however.
  • Implementation should have been better tested by all parties, resulted in amending multiple returns. However, we did have a very tight timeline to integrate.
  • Continues to fill the need for item mapping, customer exemption and detailed calculations.
  • Cost continues to be large reason we stay, when compared to Avalara.
Avalara had steep price increases when we used 10+ years ago, which drove us to move to a legacy product, Exactor, all integrated with QuickBooks. We evaluated Sovos and SureTax when implementing NetSuite and found SureTax to be the most cost effective.

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?

Yes

SureTax is well suited for a vast item catalog, varying from software, hardware to services. Easy to map items and exempt customers in various states. SureTax.com is easy to use and provides reporting to make filing returns simple.

CCH® SureTax® Feature Ratings

Sales and Use Taxes
10
Energy and Fuel Taxes
Not Rated
Geolocation for Tax Assessment
Not Rated
3rd-Party Software Integrations
8
Tax Data Reporting
10
Compliance Administration Management
10
Tax Exemption Processing
10
Tax Document Management
Not Rated
Complex Tax Scenario Management
Not Rated