CCH SureTax 

Category: Sales Tax Solutions for NetSuite, Intuit, Microsoft, and Sage ERP’s

CCH SureTax Website

Best Fit

Small to mid-size business needing extensive sales tax calculation support


  • Executive Reporting Dashboard
  • Intuitive taxability, nexus, and exemption management tools
  • Single platform for calculation and compliance providing transparency from returns back to invoice line items
  • Real-time address validation and jurisdiction research
  • SSTP-Certified
  • Automated submission of returns to taxing authorities
  • SSL (Secure Socket Layer) encryption to protect files, fully 128 bit/ https secured
  • Custom reports and views


Brief Product Description and Pricing

CCH is a provider of web-based, fully-automated sales tax compliance and management services for CPAs and small to large businesses. There are no time frame requirements and no transactional overages penalties.

The Sales Tax SaaS solution is hosted in a highly secure audited and compliant environment. There is a one-time activation fee, and then it is tiered per transaction fees based on volume.

Sales Tax SaaS consists of three seamlessly integrated modules: CORE, PLUS, and PRO. Privileged, secure access to client information and settings is provided, so the accountant can easily take care of taxability and filing management on their behalf, track liabilities, and quickly identify accounting and business issues related to sales tax compliance.

CORE provides real-time tax calculation with off-the-shelf interfaces to leading ERPs.

PLUS provides streamlined generation of signature-ready tax forms. The approval process is automated with built-in controls to save time and to eliminate human error. If you so choose, submitting forms and remittances to the proper taxing authorities can even be handled for you. Moreover, tools are built in to ensure tax-filing deadlines are anticipated, so you’ll be prepared and on time, every time, with a minimum of effort.

PRO is designed to allow CPAs to manage the preparation and filing of returns for multiple clients and gives the firm full control over the entire life cycle of the monthly filing process.

PRO includes management of taxability, nexus, sourcing rules, exemptions, exceptions, shipping locations, SSTP volunteer status, and other settings unique to your clients’ businesses. Client tax data is easily imported – both entirely automated and invisible to the user in cases where the client is running SpeedTax MANAGER or, in other cases, handled with easy-to-use wizards.

Technical Specifications

  • No on-premise requirements since Sales Tax SaaS is an Internet-based solution
  • High-speed reliable Internet access to the desktop

Integration with Accounting and Ease of Setup

  • Integrates with solutions from NetSuite, Intuit, Microsoft, and Sage ERP’s
System requirements

Company History and Contact Information

The Sales Tax SaaS solution was formerly SpeedTax which was founded on the premise that businesses of all sizes should be able to confidently, accurately, and affordably outsource the most repetitious and time-consuming aspects of sales tax compliance while simultaneously accessing sales tax management tools built to rigorous CPA specifications. SpeedTax was acquired by CCH Wolters Kluwer in 2011.

The Sales Tax SaaS solution takes aim at the negative effects of sales tax complexity on business operations and growth. With over 14,000 taxing authorities across the country, thousands of rule and jurisdiction boundary changes every year, and a host of business-specific exemptions, exceptions, and variations, sales tax compliance is an operational burden and distraction that must be streamlined in order to scale a business efficiently into new markets.

CCH, a Wolters Kluwer business
2700 Lake Cook Road
Riverwoods, IL 60015
Phone: 1.866.513.CORP (2677) OPTION 6