CCH® SureTax® vs. Proconnect Tax Online

SureTax has been the perfect solution; not only are they readily available to fix any and all of your questions, but they are also extremely attentive regarding the information requested. They are the best when it comes to entrepreneurs who are entering into a space that they are not fully aware of from a state and local tax compliance perspective. They can be better from the perspective of developing their client interface.

Incentivized

It has been well suited to amend a return when I had a client that needed to get it amended. There wasn't any additional charge. When it wasn't well suited was when I had another tax return from a previous CPA and couldn't import it so I had to re-create the return.

Incentivized

• The product is optimized to handle invoices with large number of line items. We've fast response times even on invoices with hundreds of thousands of line items.
• It is a SaaS solution which saves costs, increases maintainability and is entirely web based
• REST API is efficient, logically laid out and effortless to use

Incentivized

• Cloud Based: The world is moving towards cloud based software and Intuit is on top of its game with ProConnect.
• Tight Integration with Quickbooks Online (QBO): This is a real bonus if you are using QBO and want to integrate the client's Trial Balance into ProConnect.
• Excellent Client Portal (IntuitLink): Using IntuitLink which is built into ProConnect, you can share document requests and documents with your client. You've also got a very user friendly visual "Client Organizer" rather than the clunky pile of paper based forms that many firms still use.
• Support: Excellent online chat & support for resolving any issue while working in the software.
• Flexible Pricing: Purchase as many returns as you need for tax season.

Incentivized

• In my opinion, the productivity website is clunky and limited. It's better than it used to be but still needs lots of work.
• It seems a little too difficult to get an answer when sometimes all I need is a quick what taxes apply in this area.
• In my experience, sales people are WAY TOO PUSHY. They need to understand that us users aren't always the decision makers and that there can be 3 levels of approval that the "negotiations" have to go through. So getting pushy and frustrated with us users is not the way to get the service agreements extended.

Incentivized

• Not very many software titles outside the Intuit family can be used to integrate with the product.
• The UI is a bit dated looking.
• Can get rather costly if larger volumes of returns are prepared.

Incentivized

We switched our tax service from Avalara to SureTax years ago. Prior to this, we manually prepared the data and ran a report uploading and then got the tax result every time. With Suretax providing enough and flexable APIs, we redesigned and implemented our new application to communicate with SureTax seamlessly and automatically. This greatly reduced our workload, improves the system efficiency, and increased the data accuracy.

SureTax is very reliable in with the integration with Microsoft Dynamics GP. It provides accurate tax calculations in accordance with tax updates. SureTax also has a user-friendly interface that makes it easy to navigate. It is easy to add customers and also run reports on the website. The overall manageability of it is great!

Incentivized

It has taken much longer than we would like to get certain issues - and problems - resolved. And the initial product support as we designed the implementation left much to be desired

Incentivized

The support is, excellent and Intuit overall provides good support. Their customer service representatives are friendly and always assist with issues when needed. There are multiple ways to contact the support team. I have not sued them though very much for technical tax issues and primarily the customer service team when needed.

Incentivized

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.

Incentivized

For many of the reasons previously stated in the review (ie. cloud based, client portal, QBO integration), I am a big fan of ProConnect Tax Online. Many competing products have been around far longer (Drake, for example, was one of the original collaborators with the IRS on the original e-file data format protocol). However, even given its shorter history, Intuit has shown again that it is a very innovative, cutting edge company that has loaded the product with tremendous features and rich functionality. I highly recommend the product, especially if you are running a tax practice that is more modern and makes use of technology.

Incentivized

• positive impact on resources due to accessibility by more team members
• positive impact on resources due to willingness of other team members to use this GUI - it's more inviting
• positive impact on timing due to strict deadlines so I simply CANNOT be pulled off to help with other projects which often happened when deadlines were later in the month
• once the prepayment module is put into production that is also going to help with tracking (for states like FL, GA etc. where the number only changes once/year because we're told SureTax will "remember" that month to month and keep it filled in on each return)

Incentivized

• Just being the administrative assistant I can't really talk on ROI - that would be for my boss to address. But since our office strives to be completely paperless efiling fits in with our paperless narrative.

Incentivized