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CCH® SureTax® Platform Reviews & Product Details

Verified User in Financial Services
AF
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Seller invite
What do you like best about CCH® SureTax® Platform?

We like that we can share 'binders' between the various accounting/auditing firms. You can attach PDF's and other files right into the company accounting file which they call a 'binder'. Review collected by and hosted on G2.com.

What do you dislike about CCH® SureTax® Platform?

It's an older application that has had a few face lifts. Under the flashy new screens lies a dated sub-system that still has old options that support tells you not to turn on (why don't they developers just remove them???). Review collected by and hosted on G2.com.

Recommendations to others considering CCH® SureTax® Platform:

Their on-line knowledge base is polluted with old irrelevant information. Review collected by and hosted on G2.com.

What problems is CCH® SureTax® Platform solving and how is that benefiting you?

Allows us to send our company financials and documents out to our independent auditor. Review collected by and hosted on G2.com.

CCH® SureTax® Platform Overview

What is CCH® SureTax® Platform?

CCH SureTax is designed by tax experts to help businesses comply with the most complex sale and use tax requirements. This cloud-based sales tax automation platform aims to ensure customers accurately calculate, collect, and remit taxes to the correct authorities every time. Boasting 100+ years of tax research experience, CCH SureTax assures customers stay on top of constant tax legislation changes. The sales and use tax rates and rules get automatically updated, reflecting 100,000+ annual changes for 24,000+ authorities in the US and Canada. With a single login, customers can look up rates and taxability for a particular product, and access their Calculations, Returns, Reporting, and Exemption Certificate Management (ECM) modules. The data flows directly from one module to another, eliminating human error associated with manual data manipulation and calculations. All changes and transactions can be recreated in the event of an audit and provide customers with a strong audit defense. Additionally, its Power BI reporting functionality allows businesses to analyze sales and use taxes on a more granular level than what might be typical of an ERP, to ensure returns' accuracy and get more insights from sales data. The company also offers Professional Services, such as Nexus Study, Managed and Outsourced Services, allowing customers to partially or fully outsource sales and use tax compliance.

CCH® SureTax® Platform Details
Languages Supported
English
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Product Description

Tax calculation system.


Seller Details
Year Founded
1987
HQ Location
Alphen aan den Rijn, NL
Twitter
@Wolters_Kluwer
18,046 Twitter followers
LinkedIn® Page
www.linkedin.com
22,889 employees on LinkedIn®
Ownership
AMS:WKL
Total Revenue (USD mm)
$4,603
Description

Wolters Kluwer (EURONEXT: WKL) is a global leader in professional information, software solutions, and services for the healthcare, tax and accounting, financial and corporate compliance, legal and regulatory, and corporate performance and ESG sectors. We help our customers make critical decisions every day by providing expert solutions that combine deep domain knowledge with specialized technology and services.   Wolters Kluwer reported
0

annual revenues of €5.5 billion. The group serves customers in over 180 countries, maintains operations in over 40 countries, and employs approximately
0,000 people worldwide. The company is headquartered in Alphen aan den Rijn, the Netherlands.


Eleonora G.
EG
Overview Provided by:
Marketing Enthusiast

Recent CCH® SureTax® Platform Reviews

Verified User
U
Verified UserSmall-Business (50 or fewer emp.)
3.0 out of 5
"Functional Platform"
CCH is a platform that I think was overall useful for process tax returns and such. The ability to switch between worksheets and forms was nice
Verified User
U
Verified UserMid-Market (51-1000 emp.)
3.5 out of 5
"Good software!"
I like how CCH is easy to navigate and how it holds all of the files necessary to complete a return.
Chantelle C.
CC
Chantelle C.Small-Business (50 or fewer emp.)
4.0 out of 5
"Great system to minimize software vendors"
I like that the suite of programs allows for everything from billable time to documents storage to workflow systems
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CCH® SureTax® Platform Media

CCH® SureTax® Platform Demo - CCH SureTax home page
The home page dashboard that tracks sales and use tax nexus.
CCH® SureTax® Platform Demo - CCH SureTax Returns
CCH SureTax Returns dashboard
CCH® SureTax® Platform Demo - CCH SureTax Exemption Certificate Management
CCH SureTax Exemption Certificate Management dashboard
CCH® SureTax® Platform Demo - CCH SureTax Views
Power BI reporting functionality that allows businesses to analyze sales and use taxes on a more granular level than what might be typical of an ERP, to ensure returns' accuracy and get more insights from sales data.
CCH® SureTax® Platform Demo - CCH SureTax Rates & Rules
Customers can look up rates and rules for specific products based on specific location.
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Have you used CCH® SureTax® Platform before?
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10 out of 11 Total Reviews for CCH® SureTax® Platform

3.1 out of 5
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G2 reviews are authentic and verified.
Verified User in Accounting
UA
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about CCH® SureTax® Platform?

CCH is a platform that I think was overall useful for process tax returns and such. The ability to switch between worksheets and forms was nice Review collected by and hosted on G2.com.

What do you dislike about CCH® SureTax® Platform?

It would crash pretty often so make sure to save it Review collected by and hosted on G2.com.

What problems is CCH® SureTax® Platform solving and how is that benefiting you?

We were working to process client tax returns Review collected by and hosted on G2.com.

Chantelle C.
CC
Marketing Specialist, Candidate Attraction
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: G2 invite
Incentivized Review
What do you like best about CCH® SureTax® Platform?

I like that the suite of programs allows for everything from billable time to documents storage to workflow systems Review collected by and hosted on G2.com.

What do you dislike about CCH® SureTax® Platform?

It is not an intuitive software. You have to train and practice to make sure you know how to use it Review collected by and hosted on G2.com.

Recommendations to others considering CCH® SureTax® Platform:

Make sure to go to all the training sessions!!! Review collected by and hosted on G2.com.

What problems is CCH® SureTax® Platform solving and how is that benefiting you?

I think the main benefit is everything is in one place. I can put my personal tasks as well as client tasks in here. Review collected by and hosted on G2.com.

Verified User in Accounting
UA
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about CCH® SureTax® Platform?

I like how CCH is easy to navigate and how it holds all of the files necessary to complete a return. Review collected by and hosted on G2.com.

What do you dislike about CCH® SureTax® Platform?

I dislike when the program does not sync properly, however it doesn't happen all the time. Review collected by and hosted on G2.com.

Recommendations to others considering CCH® SureTax® Platform:

Try it, it works well! Review collected by and hosted on G2.com.

What problems is CCH® SureTax® Platform solving and how is that benefiting you?

It helps me stay organized and have everything in one place. Review collected by and hosted on G2.com.

Elizabeth C.
EC
Accounting Manager
Information Technology and Services
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Review source: Organic
What do you like best about CCH® SureTax® Platform?

I can't really offer anything here. I'm not fond of the product. Review collected by and hosted on G2.com.

What do you dislike about CCH® SureTax® Platform?

This product is not very user friendly and I don't feel as though I'm getting great coverage. Review collected by and hosted on G2.com.

Recommendations to others considering CCH® SureTax® Platform:

Increased support efforts. Support folks should be at least somewhat knowledgeable about my industry and how to best meet my needs as a user. Better reporting module is a MUST. Review collected by and hosted on G2.com.

What problems is CCH® SureTax® Platform solving and how is that benefiting you?

Sales tax compliance in 40+ states Review collected by and hosted on G2.com.

CT
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Verified Current User
Review source: G2 invite
Incentivized Review
What do you like best about CCH® SureTax® Platform?

I love all of the options that are available for tax research. I use their tools often. The newsletters are helpful in keeping me up to date on current tax issues. Review collected by and hosted on G2.com.

What do you dislike about CCH® SureTax® Platform?

Nothing at all to dislike about the research tool. Review collected by and hosted on G2.com.

Recommendations to others considering CCH® SureTax® Platform:

The research tool is really worth your time to try. Review collected by and hosted on G2.com.

What problems is CCH® SureTax® Platform solving and how is that benefiting you?

I use this for research. I can use it as an up to date tool where the hardcopy publications are not as recently updated. Review collected by and hosted on G2.com.

Verified User in Accounting
UA
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about CCH® SureTax® Platform?

The CCH software, specifically their Axcess package is probably still the best integrated tax package in the industry. It's cloud hosted, and it is relatively fast. Review collected by and hosted on G2.com.

What do you dislike about CCH® SureTax® Platform?

The downside, is it it not cheap, and it has a high learning curve. Sometimes it has been our experience that crashes will lose large amounts of work. Review collected by and hosted on G2.com.

What problems is CCH® SureTax® Platform solving and how is that benefiting you?

Integrated Tax, Accounting and Client management in a full platform package. Review collected by and hosted on G2.com.

Verified User in Human Resources
UH
Enterprise(> 1000 emp.)
More Options
Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about CCH® SureTax® Platform?

I like the ease of using the fill for forms. It is easy once you have a form to fill in the information. Review collected by and hosted on G2.com.

What do you dislike about CCH® SureTax® Platform?

Not all forms are updated quickly. Some older versions of forms are hard to locate or not available. Review collected by and hosted on G2.com.

What problems is CCH® SureTax® Platform solving and how is that benefiting you?

Processing tax or business filings for clients. Both current and past. Review collected by and hosted on G2.com.

Verified User in Accounting
UA
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about CCH® SureTax® Platform?

Software applications are integrated to work well with one another. You can import/export depreciation schedules, autoflow tax documents and organize engagements for businesses and individuals. Review collected by and hosted on G2.com.

What do you dislike about CCH® SureTax® Platform?

Automation of inputting tax documents comes with extensive review of proper application and typically involves more analysis. CCH can be less intuitive to use than competitors products but is ultimately easy to use once trained. Review collected by and hosted on G2.com.

Recommendations to others considering CCH® SureTax® Platform:

Research products available and know what you don't know. Enroll in training or CPE. Review collected by and hosted on G2.com.

What problems is CCH® SureTax® Platform solving and how is that benefiting you?

Professional income tax preparation for businesses and individuals at a CPA firm. Use prosystems engagement software for all businesses. Review collected by and hosted on G2.com.

Verified User in Law Practice
UL
More Options
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about CCH® SureTax® Platform?

It definitely is easy to use their website to e-file tax returns but that is where the ease ends. Review collected by and hosted on G2.com.

What do you dislike about CCH® SureTax® Platform?

The vague descriptions when a return is rejected are just awful. In order to figure out what those mean and why your return was rejected you must call their customer support which falls short. They lead you to believe they will fix the issue and clear the diagnostic so your return will be re-released by them but do not trust that it will. This past tax season they forgot to do so after assuring me they would leaving us with a delayed filing. Very disappointing. Review collected by and hosted on G2.com.

Recommendations to others considering CCH® SureTax® Platform:

Bad customer service! If you do complicated returns, consider another program. Review collected by and hosted on G2.com.

What problems is CCH® SureTax® Platform solving and how is that benefiting you?

The benefits of the e-filing website are great - as long as there are no hiccups along the way. When you are filing hundred of returns there are bound to be hiccups and CCH is not helpful (especially for the price you are paying). Review collected by and hosted on G2.com.

Brian M.
BM
Chief Financial Officer
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Review source: Organic
What do you like best about CCH® SureTax® Platform?

The basic sales tax functionality was there and it seemed as if the company had a solid foundation to build a product from. Review collected by and hosted on G2.com.

What do you dislike about CCH® SureTax® Platform?

It was not very clear what the actual product was. The demos and meetings had a lot of ambiguity in them and the team was not always capable of answering question on the spot. It felt as if the product was half baked. Ultimately, their sales team stopped contacting us, even though we had given them no indication that we were not going to proceed with their product. Review collected by and hosted on G2.com.

Recommendations to others considering CCH® SureTax® Platform:

We did not end up purchasing this product and this sales cycle took place about one year ago, so hopefully the product is much improved now. The most interesting part to me of the sales cycle was that they mysteriously stopped contacting us. Review collected by and hosted on G2.com.