Item: CCH® SureTax®
Rating: 8
Author: Verified User

Use Cases and Deployment Scope

We use CCH SureTax system to manage all things related to sales tax: calculations, exemption certificates, credits and refunds. This includes sales and use tax compliance work and staying on top of requesting and updating customers' certifications. CCH SureTax is a useful system to automate many processes in our daily routine work.

Pros and Cons

Applying existing exemption certificates to invoices
Calculating correct tax rates

Lots of manual data entry still

Return on Investment

Streamlined compliance
Easier reporting
Semi-automated certificate management

Alternatives Considered

CCH SureTax is the only sales tax management system I have used. I participated in a few demos of newer systems but they were not trusted by the business.

Key Insights

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?

I wasn't involved with the implementation phase

Would you buy CCH® SureTax® again?

Yes

Likelihood to Recommend

I would recommend CCH SureTax as a sales tax management system however I would also be open to exploring other options and finding more streamlined and efficient ways to manage sales tax issues.

Trustworthy system!

Overall Satisfaction with CCH® SureTax®