Robust Tax management tool
February 21, 2024
Robust Tax management tool
Score 9 out of 10
Vetted Review
Verified User
Overall Satisfaction with CCH® SureTax®
We use CCH® SureTax® to automatically calculate tax amounts for products based on pre-configured bundles that our customer's purchase. We utilize the API to do this calculation and return accurate values to then pass on to and charge our customers for as a part of the full invoice. We also generate reporting from the CCH® SureTax® portal to assist with compliance and reporting.
- Support, support support!
- Robust help center and documentation
- Friendly UI that adds solid support apart along with the API
- More help center articles focused on API specifically
- More help center articles that include examples of business cases and how to handle them correctly (i.e. in case of refunds)
- More API functionality and utilities available through API that are available through the UI portal
- Streamlining tax compliance and reporting
- Making tax calculation super easy and fast
- Customizability for specific scenarios and products we sell
Do you think CCH® SureTax® delivers good value for the price?
Not sure
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