CCH® SureTax® vs. Thomson Reuters ONESOURCE

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

ONESOURCE is well suited for organizations that want to maintain their compliance efforts within a single platform. Most of the software looks and operates in a similar manner, which makes it easy to navigate and integrate yourself into additional products. Additionally, the ONESOURCE platform is a great platform for anyone looking for a provider that stays on top of tax law changes and will quickly integrate the changes into their product.

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

• The ability to recall data from prior years is great. We constantly get requests to pull prior year forms and the system allows us to complete these requests efficiently.
• The ability to track tax information events (such as print filing dates, b-notices, and recipient responses) is a huge benefit of ONESOURCE and is one of the main reasons we utilize their service over that of their competitors.
• ONESOURCE customer service is highly responsive. One of the huge benefits of working with ONESOURCE is the assigned CES who answers any & all questions relating to not only the software itself, but the underlying tax requirements and due dates, etc.

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

• High TOC. No patching strategy for Onesource. Each bug fix is basically a new implementation, requiring an end-to-end regression test for SSabrix/Onesource and each connected ERP.
• Lack control of developments. Often a bug fix release contains changes to other - undocumented - areas within the application which leads to multiple implementation iterations.
• Limited collaboration with ERP providers. If something goes wrong in the connector to an ERP system (e.g. due to ERP version upgrade), Thomson Reuters is not as connected with the ERP vendor as could be desired i.e. the burden of connecting the ERP provider with the Onesource provider (TR) is laying with the customer. This is especially true for the Oracle Fusion integration.
• High project cost. When connecting to an ERP system for the first time , the integration with Sabrix is costly due to the need for connector development (less for the actual Sabrix configuration).

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.

To reiterate - a very useful tool for private company information, otherwise not forthcoming on the public domain. It is very crucial in Company analyses for various lenses, slices and dices of Company information. Also useful in industry analysis and in list building. Overall a great research and analytics tool.

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 ONESOURCE support has improved significantly over the years. Support sends out emails with the answer provided which helps in the future when the same issue occurs. This reduces the amount of calls to ONESOURCE Support as you can better document the calls and rely on previous answers if the same issue occurs. ONESOURCE support has also implemented a callback feature that reduces the amount of time spent on hold.

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

Thomson Reuters has a central location for the documents. It is time saving and truly is streamlined which is one of the main reasons why this program beats out the competition. Most of the areas that one source is lacking is at the very least the equivalent or better than the competition so the parts that it does better really elevates the software against the competition

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

• By moving the tax return preparation process in-house by utilizing ONESOURCE, the company has significantly reduced the costs associated with filing the income tax returns.
• ONESOURCE has given the company better control over the data.
• By utilizing ONESOURCE, the company has better internal documentation that will assist in defending future audits without having to rely on outside accounting firms.

Incentivized