CCH® SureTax® - a Solid Aid to Tax Prep for Telecoms
February 29, 2024

CCH® SureTax® - a Solid Aid to Tax Prep for Telecoms

Anonymous | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Overall Satisfaction with CCH® SureTax®

We use CCH® SureTax® to keep track of the taxes on our billing accounts in Rev.io. We are a telecom and as you may know, the taxes can be a bit hairy, so having a product like CCH® SureTax® available to us makes our job much easier. Helps us sleep a little better too! CCH® SureTax® tracks not only the different types of tax, but also the various states the taxes affect and all of their individual rates.
  • Sales Taxes for each state, city, metro area, etc
  • FCC charges in each state
  • PUC charges for the phones
  • Listing everything out by month, alphabetically, clearly
  • Some areas of the website feel clunky - like the beginning map
  • I wish I could access this account directly from Rev.io via a link
  • Potential savings of 8 hours regulatory work in-house.
  • Alerted us to nexus in 4 additional states
  • Streamlined training the next compliance officer, estimated savings of 4-6 hours times 2 people.
I currently use or have used the products above or versions of them - I use Rev.io the billing platform, not the PSA, I no longer use Sage 100, we are currently using Sage 300, more on the server version than the cloud version - but we have it configured to talk to both.
So CCH® SureTax® is just another tool in the toolbelt as it stacks up against the rest. Everything has its place and time. Sage300 handles the bulk of the accounting, Rev.io does the billing, CCH® SureTax® handles the tax. That's the simplest way to explain it. I don't have to spell out how much complexity goes behind those statements. If you're an accountant, you know.

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?

Yes

Would you buy CCH® SureTax® again?

Yes

I would put CCH® SureTax® at the top of the scale for any Telecom business or anyone with a known tax scenario that will be similarly sketchy. This software, while not always user friendly, can do amazing things to help you navigate the tax issues facing us all today. This would not be appropriate for a company just needing help gathering their sales tax information. There are plenty of other, friendlier solutions, possibly what they are already using for their accounting that will do it cleaner, easier and cheaper. You just have to ask an expert in that software.

CCH® SureTax® Feature Ratings

Sales and Use Taxes
9
Energy and Fuel Taxes
Not Rated
Geolocation for Tax Assessment
Not Rated
3rd-Party Software Integrations
9
Tax Data Reporting
9
Compliance Administration Management
9
Tax Exemption Processing
9
Tax Document Management
9
Complex Tax Scenario Management
9