CCH SureTax
Automate sales and use tax compliance with unmatched accuracy and transparency.
Executive Summary
CCH SureTax by Wolters Kluwer is an end-to-end cloud-based sales and use tax automation platform that helps businesses accurately calculate, collect, and remit taxes. It is used by companies in highly regulated and transaction-heavy industries to ensure compliance with evolving tax legislation and economic nexus requirements, mitigating non-compliance risks and costly penalties. The platform differentiates itself through its extensive, IRS-trusted tax rate database, seamless integrations, and robust audit defense capabilities.
Use Cases
- Accurate Sales and Use Tax Calculation for complex transactions.
- Automated Tax Returns Preparation and Filing to reduce manual effort and errors.
- Efficient Management of Exemption Certificates.
- Ensuring Compliance with Evolving Tax Laws and Economic Nexus Requirements.
- Building a Strong Audit Defense with detailed, recreatable transaction data.
- Streamlining Indirect Tax Processes and Reducing Manual Errors.
Features
Visibility
- Advanced Reporting Tools: For analyzing sales and taxes at a granular level, enabling deeper insights into financial data.
- Power BI Functionality: Integrates with Power BI for in-depth data analysis, trend identification, and customized reporting.
- Audit Defense Data: Stores detailed, recreatable transaction data with built-in citations, ensuring audit readiness and traceability.
- Interactive Reports: Allows filtering and detailed drill-down into revenue and tax data by product, location, and date for comprehensive analysis.
- Nexus Threshold Monitoring: The dashboard identifies specific areas requiring attention, such as approaching or reaching nexus thresholds.
Intelligence
- Automated Tax Calculation: Accurately calculates sales and use taxes in milliseconds, considering product, industry, and location specifics.
- Dynamic Tax Rate Updates: Automatically incorporates over 100,000 annual tax changes across 24,000+ jurisdictions to ensure compliance.
- Economic Nexus Tracking: Helps businesses identify and comply with evolving economic nexus requirements across various states and jurisdictions.
- Exemption Certificate Management: Streamlines the handling, validation, and application of tax exemption certificates within the platform.
- Customizable Overrides: Allows clients to manage specific tax policy, rules, and exemptions via the web portal for tailored tax treatment.
Support
- Professional Services: Offers system configuration, evaluations, tax-related process assessments, SKU mapping, custom taxability research, and nexus studies.
- Outsourced Compliance Options: Provides partial or full outsourcing of sales and use tax compliance for businesses needing additional support.
- Dedicated Support Team: Access to a U.S.-based support team for assistance with integrations, solutions, and general inquiries.
- Help Files and Support Portal: Users can access comprehensive help files and submit support tickets directly through the web portal.
Technical Specifications
- Architecture
- Cloud-native SaaS
- Deployment
- Cloud/SaaS
- Authentication
- Username/password, Multi-Factor Authentication (MFA), and OAuth 2.0 for API access.
- API Available
- Yes
- MCP Server
- No
Security & Compliance
Certifications: SOC 1, SOC 2 Type II
Encryption: TLS 1.2+ in transit (HTTPS)
Pricing
- Model
- Tiered subscription based on transaction volume (line items).
- Starting Price
- Contact sales for custom pricing. Overage fees apply for exceeding contracted line item volumes.
- Target Customer
- Mid-market to Enterprise businesses with complex, high-volume transactions.
- Contract Type
- Annual (implied by subscription and renewal terms).
- Free Trial
- No (credit card required)
Ratings & Reviews
G2: 3.1/5 (12 reviews) · Capterra: [object Object]/5 · Gartner: [object Object]/5
About Wolters Kluwer
Wolters Kluwer N.V. is a Dutch multinational company. It provides information, software, and AI solutions for professionals in healthcare, tax, accounting, finance, legal, and compliance sectors.