# CCH® SureTax® Platform, Ortto vs ActiveCampaign Comparison

| | CCH® SureTax® Platform | Ortto | ActiveCampaign | 
|---|---|---|---|
| **Star Rating** | 3.1 out of 5 | 4.4 out of 5 | 4.4 out of 5 | 
| **Total Reviews** | 12 | 624 | 14,703 | 
| **Largest Market Segment** | Small-Business (45.5% of reviews) | Small-Business (70.5% of reviews) | Small-Business (91.9% of reviews) | 
| **Entry Level Price** | No pricing available | Starting at $199.00 5000 Contacts | Starting at $15.00 Per Month | 

---
## Top Pros & Cons

### CCH® SureTax® Platform

Pros:
- Reporting (1 reviews)

Cons:
- Improvement Needed (1 reviews)

### Ortto

Pros:
- Ease of Use (32 reviews)
- Customer Support (26 reviews)

Cons:
- Expensive (13 reviews)
- Learning Curve (12 reviews)

### ActiveCampaign

Pros:
- Ease of Use (847 reviews)
- Automation (786 reviews)

Cons:
- Learning Curve (418 reviews)
- Expensive (402 reviews)

---
## Ratings Comparison
| Rating | CCH® SureTax® Platform | Ortto | ActiveCampaign | 
|---|---|---|---|
  | **Meets Requirements** | 7.5 (10 reviews) | 8.5 (562 reviews) | 8.8 (11225 reviews) | 
  | **Ease of Use** | 6.1 (9 reviews) | 8.7 (568 reviews) | 8.2 (11345 reviews) | 
  | **Ease of Setup** | Not enough data | 8.6 (315 reviews) | 8.0 (7280 reviews) | 
  | **Ease of Admin** | Not enough data | 8.8 (296 reviews) | 8.4 (6352 reviews) | 
  | **Quality of Support** | 5.7 (9 reviews) | 8.9 (528 reviews) | 8.5 (10390 reviews) | 
  | **Has the product been a good partner in doing business?** | 6.0 (5 reviews) | 8.9 (287 reviews) | 8.8 (6210 reviews) | 
  | **Product Direction (% positive)** | 1.8 (10 reviews) | 8.9 (559 reviews) | 8.2 (10614 reviews) | 

---
## Pricing

### CCH® SureTax® Platform

#### Entry-Level Pricing

No pricing available

#### Free Trial

No information available

### Ortto

#### Entry-Level Pricing

Plan: Starter

Price: Starting at $199.00 5000 Contacts

Description: Ortto Starter is built for growing teams. Automate campaigns, unify customer data, and track results.

Key Features:
- 24/6 support (live chat and email) 
- Visual journey builder
-   Drag and drop email builder

[Browse all 3 editions](https://www.g2.com/products/ortto/pricing)

#### Free Trial

Yes

### ActiveCampaign

#### Entry-Level Pricing

Plan: Starter

Price: Starting at $15.00 Per Month

Description: Get started with personalized marketing campaigns.

Key Features:
- 5 actions per automation 
- Basic & Inline Forms
- Site Tracking

[Browse all 4 editions](https://www.g2.com/products/activecampaign/pricing)

#### Free Trial

Yes

---
## Features Comparison By Category

### CRM

| Product | Score | Reviews |
|---|---|---|
| **CCH® SureTax® Platform** | N/A | N/A |
| **Ortto** | N/A | N/A |
| **ActiveCampaign** | 7.3/10 | 3777 |

#### Sales Force Automation

| Feature | CCH® SureTax® Platform | Ortto | ActiveCampaign | 
|---|---|---|---|
| **Contact & Account Management** | Not enough data | Not enough data | 8.2 (2116 reviews) ✓ Verified | 
| **Partner Relationship Mgmt. (PRM)** | Not enough data | Not enough data | 7.0 (1023 reviews) | 
| **Opportunity & Pipeline Mgmt.** | Not enough data | Not enough data | 7.9 (1772 reviews) ✓ Verified | 
| **Task / Activity Management** | Not enough data | Not enough data | 7.7 (1690 reviews) ✓ Verified | 
| **Territory & Quota Management** | Not enough data | Not enough data | 7.0 (1225 reviews) ✓ Verified | 
| **Desktop Integration** | Not enough data | Not enough data | 7.6 (1438 reviews) ✓ Verified | 
| **Product & Price List Management** | Not enough data | Not enough data | 7.0 (1211 reviews) ✓ Verified | 
| **Quote & Order Management** | Not enough data | Not enough data | 6.9 (1143 reviews) ✓ Verified | 
| **Customer Contract Management** | Not enough data | Not enough data | 7.3 (1286 reviews) ✓ Verified | 

#### Marketing Automation

| Feature | CCH® SureTax® Platform | Ortto | ActiveCampaign | 
|---|---|---|---|
| **Email Marketing** | Not enough data | Not enough data | 9.0 (2329 reviews) ✓ Verified | 
| **Campaign Management** | Not enough data | Not enough data | 8.8 (2214 reviews) ✓ Verified | 
| **Lead Management** | Not enough data | Not enough data | 8.5 (2158 reviews) ✓ Verified | 
| **Marketing ROI Analytics** | Not enough data | Not enough data | 7.8 (1488 reviews) ✓ Verified | 

#### Customer Support

| Feature | CCH® SureTax® Platform | Ortto | ActiveCampaign | 
|---|---|---|---|
| **Case Management** | Not enough data | Not enough data | 7.6 (1475 reviews) ✓ Verified | 
| **Customer Support Portal** | Not enough data | Not enough data | 7.7 (1633 reviews) ✓ Verified | 
| **Knowledge Base** | Not enough data | Not enough data | 7.9 (1768 reviews) ✓ Verified | 
| **Call Center Features** | Not enough data | Not enough data | 7.0 (1328 reviews) ✓ Verified | 
| **Support Analytics** | Not enough data | Not enough data | 7.5 (1456 reviews) ✓ Verified | 

#### Reporting & Analytics

| Feature | CCH® SureTax® Platform | Ortto | ActiveCampaign | 
|---|---|---|---|
| **Reporting** | Not enough data | Not enough data | 7.7 (1961 reviews) ✓ Verified | 
| **Dashboards** | Not enough data | Not enough data | 7.9 (2149 reviews) ✓ Verified | 
| **Forecasting** | Not enough data | Not enough data | 7.1 (1294 reviews) ✓ Verified | 

#### Mobile & Social

| Feature | CCH® SureTax® Platform | Ortto | ActiveCampaign | 
|---|---|---|---|
| **Social Collaboration Features** | Not enough data | Not enough data | 7.3 (1228 reviews) ✓ Verified | 
| **Social Network Integration** | Not enough data | Not enough data | 7.3 (1332 reviews) ✓ Verified | 
| **Mobile User Support** | Not enough data | Not enough data | 7.1 (1375 reviews) ✓ Verified | 

#### Platform

| Feature | CCH® SureTax® Platform | Ortto | ActiveCampaign | 
|---|---|---|---|
| **Customization** | Not enough data | Not enough data | 7.9 (2000 reviews) ✓ Verified | 
| **Workflow Capability** | Not enough data | Not enough data | 8.0 (1950 reviews) ✓ Verified | 
| **User, Role, and Access Management** | Not enough data | Not enough data | 8.1 (2037 reviews) ✓ Verified | 
| **Internationalization** | Not enough data | Not enough data | 7.3 (1457 reviews) ✓ Verified | 
| **Sandbox / Test Environments** | Not enough data | Not enough data | 7.0 (1353 reviews) ✓ Verified | 
| **Document & Content Mgmt.** | Not enough data | Not enough data | Feature Not Available | 
| **Performance and Reliability** | Not enough data | Not enough data | 8.2 (2108 reviews) ✓ Verified | 
| **Output Document Generation** | Not enough data | Not enough data | 7.4 (1479 reviews) ✓ Verified | 

#### Integration

| Feature | CCH® SureTax® Platform | Ortto | ActiveCampaign | 
|---|---|---|---|
| **Data Import & Export Tools** | Not enough data | Not enough data | 8.1 (1935 reviews) ✓ Verified | 
| **Integration APIs** | Not enough data | Not enough data | 8.1 (1938 reviews) ✓ Verified | 
| **Breadth of Partner Applications** | Not enough data | Not enough data | 7.8 (1640 reviews) ✓ Verified | 

#### Generative AI

| Feature | CCH® SureTax® Platform | Ortto | ActiveCampaign | 
|---|---|---|---|
| **AI Text Generation** | Not enough data | Not enough data | 6.1 (650 reviews) | 

#### Agentic AI - CRM

| Feature | CCH® SureTax® Platform | Ortto | ActiveCampaign | 
|---|---|---|---|
| **Autonomous Task Execution** | Not enough data | Not enough data | 6.5 (90 reviews) | 
| **Multi-step Planning** | Not enough data | Not enough data | 6.5 (89 reviews) | 
| **Cross-system Integration** | Not enough data | Not enough data | 6.7 (91 reviews) | 
| **Adaptive Learning** | Not enough data | Not enough data | 6.3 (87 reviews) | 
| **Natural Language Interaction** | Not enough data | Not enough data | 6.5 (89 reviews) | 
| **Proactive Assistance** | Not enough data | Not enough data | 6.5 (88 reviews) | 
| **Decision Making** | Not enough data | Not enough data | 6.6 (89 reviews) | 

### Marketing Automation

| Product | Score | Reviews |
|---|---|---|
| **CCH® SureTax® Platform** | N/A | N/A |
| **Ortto** | 7.9/10 | 438 |
| **ActiveCampaign** | 7.6/10 | 7467 |

#### Email Marketing

| Feature | CCH® SureTax® Platform | Ortto | ActiveCampaign | 
|---|---|---|---|
| **Building and Personalizing Emails** | Not enough data | 8.4 (398 reviews) ✓ Verified | 8.7 (6503 reviews) ✓ Verified | 
| **Sending Outbound Emails** | Not enough data | 8.9 (384 reviews) ✓ Verified | 8.9 (6338 reviews) ✓ Verified | 
| **Manage Email Deliverability** | Not enough data | 8.3 (378 reviews) ✓ Verified | 8.5 (6147 reviews) ✓ Verified | 
| **Automated Email Responses** | Not enough data | 9.1 (344 reviews) ✓ Verified | 8.8 (5798 reviews) ✓ Verified | 

#### Online Marketing

| Feature | CCH® SureTax® Platform | Ortto | ActiveCampaign | 
|---|---|---|---|
| **Landing Pages and Forms** | Not enough data | 7.0 (197 reviews) ✓ Verified | 7.4 (4396 reviews) ✓ Verified | 
| **Dynamic Content** | Not enough data | 7.9 (202 reviews) ✓ Verified | 7.9 (4079 reviews) ✓ Verified | 
| **A/B Testing** | Not enough data | 8.2 (210 reviews) ✓ Verified | 7.8 (3539 reviews) ✓ Verified | 
| **Mobile Optimized** | Not enough data | 8.3 (266 reviews) ✓ Verified | 8.1 (4868 reviews) ✓ Verified | 
| **Search Tracking and Optimization** | Not enough data | 7.6 (166 reviews) ✓ Verified | 7.8 (3471 reviews) ✓ Verified | 

#### Lead Management

| Feature | CCH® SureTax® Platform | Ortto | ActiveCampaign | 
|---|---|---|---|
| **Marketing Lead Database** | Not enough data | 8.2 (297 reviews) ✓ Verified | 8.3 (4376 reviews) ✓ Verified | 
| **Data Quality Management** | Not enough data | 7.8 (270 reviews) ✓ Verified | 8.0 (3965 reviews) ✓ Verified | 
| **Segmentation** | Not enough data | 8.5 (324 reviews) ✓ Verified | 8.5 (5128 reviews) ✓ Verified | 
| **Lead Scoring and Grading** | Not enough data | 7.8 (237 reviews) ✓ Verified | 8.0 (3493 reviews) ✓ Verified | 
| **Lead Nurturing** | Not enough data | 8.8 (320 reviews) ✓ Verified | 8.5 (4366 reviews) ✓ Verified | 
| **Online Behavior Tracking** | Not enough data | 8.5 (288 reviews) ✓ Verified | 8.1 (4005 reviews) ✓ Verified | 
| **Automated Alerts and Tasks** | Not enough data | 8.7 (277 reviews) ✓ Verified | 8.2 (3798 reviews) ✓ Verified | 
| **CRM Lead Integration** | Not enough data | 8.3 (262 reviews) ✓ Verified | 8.0 (3584 reviews) ✓ Verified | 

#### Campaign Management

| Feature | CCH® SureTax® Platform | Ortto | ActiveCampaign | 
|---|---|---|---|
| **Program Management** | Not enough data | 7.9 (217 reviews) ✓ Verified | 8.0 (3492 reviews) ✓ Verified | 
| **Event / Webinar Marketing** | Not enough data | 7.6 (142 reviews) | 7.8 (3107 reviews) ✓ Verified | 
| **Calendaring** | Not enough data | 7.5 (62 reviews) ✓ Verified | 7.2 (2638 reviews) | 
| **Budgeting** | Not enough data | 7.1 (51 reviews) | 6.8 (2338 reviews) ✓ Verified | 

#### Social

| Feature | CCH® SureTax® Platform | Ortto | ActiveCampaign | 
|---|---|---|---|
| **Social Listening** | Not enough data | 6.6 (115 reviews) | 6.9 (2324 reviews) ✓ Verified | 
| **Social Sharing** | Not enough data | 7.3 (96 reviews) ✓ Verified | 7.3 (2680 reviews) ✓ Verified | 
| **Social Campaigns** | Not enough data | 7.7 (62 reviews) | 7.3 (2550 reviews) ✓ Verified | 
| **Social Media Engagement** | Not enough data | 7.5 (55 reviews) | 7.1 (2442 reviews) ✓ Verified | 
| **Social Media Advertising** | Not enough data | 7.8 (102 reviews) ✓ Verified | 7.0 (2401 reviews) ✓ Verified | 

#### Reporting & Analytics

| Feature | CCH® SureTax® Platform | Ortto | ActiveCampaign | 
|---|---|---|---|
| **Basic Reporting** | Not enough data | 8.2 (347 reviews) ✓ Verified | 8.1 (5210 reviews) ✓ Verified | 
| **Web Analytics** | Not enough data | 7.5 (246 reviews) ✓ Verified | 7.6 (3590 reviews) ✓ Verified | 
| **ROI Analytics** | Not enough data | 7.1 (188 reviews) ✓ Verified | 7.2 (2920 reviews) ✓ Verified | 
| **Revenue Analytics** | Not enough data | 6.8 (159 reviews) ✓ Verified | 7.1 (2725 reviews) ✓ Verified | 
| **SEO / Keyword Analytics** | Not enough data | 6.1 (122 reviews) | 6.9 (2443 reviews) ✓ Verified | 

#### Platform

| Feature | CCH® SureTax® Platform | Ortto | ActiveCampaign | 
|---|---|---|---|
| **Customization ** | Not enough data | 8.1 (199 reviews) ✓ Verified | 8.0 (3735 reviews) ✓ Verified | 
| **Workflow Capability** | Not enough data | 8.6 (151 reviews) ✓ Verified | 8.2 (3552 reviews) ✓ Verified | 
| **User, Role, and Access Management** | Not enough data | 8.3 (209 reviews) ✓ Verified | 8.3 (3708 reviews) ✓ Verified | 
| **Internationalization** | Not enough data | 7.6 (42 reviews) | 7.5 (2402 reviews) ✓ Verified | 
| **Sandbox / Test Environments** | Not enough data | 6.8 (112 reviews) ✓ Verified | 7.0 (2134 reviews) ✓ Verified | 
| **Performance and Reliability** | Not enough data | 8.6 (219 reviews) ✓ Verified | 8.4 (3740 reviews) ✓ Verified | 
| **Output Document Generation** | Not enough data | 7.4 (93 reviews) ✓ Verified | 7.5 (2428 reviews) ✓ Verified | 

#### Agentic AI - Marketing Automation

| Feature | CCH® SureTax® Platform | Ortto | ActiveCampaign | 
|---|---|---|---|
| **Autonomous Task Execution** | Not enough data | 8.1 (14 reviews) | 6.3 (223 reviews) | 
| **Multi-step Planning** | Not enough data | 8.0 (14 reviews) | 6.4 (221 reviews) | 
| **Cross-system Integration** | Not enough data | 7.9 (14 reviews) | 6.5 (220 reviews) | 
| **Adaptive Learning** | Not enough data | 7.7 (14 reviews) | 6.4 (218 reviews) | 
| **Proactive Assistance** | Not enough data | 8.0 (14 reviews) | 6.3 (223 reviews) | 
| **Decision Making** | Not enough data | 8.2 (14 reviews) | 6.4 (220 reviews) | 

#### Integration

| Feature | CCH® SureTax® Platform | Ortto | ActiveCampaign | 
|---|---|---|---|
| **Data Import & Export Tools** | Not enough data | 8.5 (214 reviews) ✓ Verified | 8.1 (3759 reviews) ✓ Verified | 
| **Integration APIs** | Not enough data | 8.4 (210 reviews) ✓ Verified | 8.1 (3664 reviews) ✓ Verified | 
| **Breadth of Partner Applications** | Not enough data | 7.9 (170 reviews) ✓ Verified | 7.8 (3145 reviews) ✓ Verified | 

### Conversational Marketing

| Product | Score | Reviews |
|---|---|---|
| **CCH® SureTax® Platform** | N/A | N/A |
| **Ortto** | N/A | N/A |
| **ActiveCampaign** | 6.6/10 | 1884 |

#### Messenger

| Feature | CCH® SureTax® Platform | Ortto | ActiveCampaign | 
|---|---|---|---|
| **Sequencing** | Not enough data | Not enough data | 7.4 (1124 reviews) | 
| **AI** | Not enough data | Not enough data | 5.9 (976 reviews) | 
| **Live Chat** | Not enough data | Not enough data | 6.6 (1002 reviews) | 
| **Customization Interface** | Not enough data | Not enough data | 6.9 (1044 reviews) | 

#### Channels

| Feature | CCH® SureTax® Platform | Ortto | ActiveCampaign | 
|---|---|---|---|
| **Social Media** | Not enough data | Not enough data | 6.4 (988 reviews) | 
| **Website** | Not enough data | Not enough data | 7.3 (1173 reviews) | 
| **Text Message (SMS)** | Not enough data | Not enough data | 6.0 (915 reviews) | 
| **Voice Assistants** | Not enough data | Not enough data | 5.5 (832 reviews) | 
| **Other** | Not enough data | Not enough data | 6.0 (839 reviews) | 

#### Customers

| Feature | CCH® SureTax® Platform | Ortto | ActiveCampaign | 
|---|---|---|---|
| **Targeting** | Not enough data | Not enough data | 7.6 (1234 reviews) | 
| **Profiles** | Not enough data | Not enough data | 7.4 (1156 reviews) | 
| **Analytics** | Not enough data | Not enough data | 7.6 (1294 reviews) | 
| **Lead Gathering** | Not enough data | Not enough data | 7.6 (1235 reviews) | 
| **Sales Conversion** | Not enough data | Not enough data | 7.2 (1182 reviews) | 

#### Agentic AI - Conversational Marketing

| Feature | CCH® SureTax® Platform | Ortto | ActiveCampaign | 
|---|---|---|---|
| **Autonomous Task Execution** | Not enough data | Not enough data | 6.2 (30 reviews) | 
| **Multi-step Planning** | Not enough data | Not enough data | 6.1 (30 reviews) | 
| **Cross-system Integration** | Not enough data | Not enough data | 6.4 (29 reviews) | 
| **Adaptive Learning** | Not enough data | Not enough data | 6.2 (30 reviews) | 
| **Natural Language Interaction** | Not enough data | Not enough data | 5.9 (29 reviews) | 
| **Proactive Assistance** | Not enough data | Not enough data | 6.0 (29 reviews) | 
| **Decision Making** | Not enough data | Not enough data | 6.2 (29 reviews) | 

### Lead Generation

| Product | Score | Reviews |
|---|---|---|
| **CCH® SureTax® Platform** | N/A | N/A |
| **Ortto** | N/A | N/A |
| **ActiveCampaign** | N/A | N/A |

#### Lead Generation

| Feature | CCH® SureTax® Platform | Ortto | ActiveCampaign | 
|---|---|---|---|
| **Lead Builder** | Not enough data | Not enough data | Not enough data | 
| **CRM Integration** | Not enough data | Not enough data | Not enough data | 
| **Marketing Automation Integration** | Not enough data | Not enough data | Not enough data | 
| **Social Media Integration** | Not enough data | Not enough data | Not enough data | 
| **Data Import & Export Tools** | Not enough data | Not enough data | Not enough data | 

### Email Deliverability

| Product | Score | Reviews |
|---|---|---|
| **CCH® SureTax® Platform** | N/A | N/A |
| **Ortto** | N/A | N/A |
| **ActiveCampaign** | N/A | N/A |

#### Diagnosis

| Feature | CCH® SureTax® Platform | Ortto | ActiveCampaign | 
|---|---|---|---|
| **IP Address ** | Not enough data | Not enough data | Not enough data | 
| **Domains** | Not enough data | Not enough data | Not enough data | 
| **Content ** | Not enough data | Not enough data | Not enough data | 
| **Policy Compliance** | Not enough data | Not enough data | Not enough data | 

#### Tracking

| Feature | CCH® SureTax® Platform | Ortto | ActiveCampaign | 
|---|---|---|---|
| **Processing Time** | Not enough data | Not enough data | Not enough data | 
| **Placement ** | Not enough data | Not enough data | Not enough data | 
| **Open Rate** | Not enough data | Not enough data | Not enough data | 
| **Time to Open** | Not enough data | Not enough data | Not enough data | 
| **Alerts** | Not enough data | Not enough data | Not enough data | 

#### Reporting

| Feature | CCH® SureTax® Platform | Ortto | ActiveCampaign | 
|---|---|---|---|
| **Campaign Performance** | Not enough data | Not enough data | Not enough data | 
| **Domain Reputation** | Not enough data | Not enough data | Not enough data | 
| **Brand Reputation** | Not enough data | Not enough data | Not enough data | 
| **Blacklist and Whitelist** | Not enough data | Not enough data | Not enough data | 

#### Agentic AI - Email Deliverability

| Feature | CCH® SureTax® Platform | Ortto | ActiveCampaign | 
|---|---|---|---|
| **Autonomous Task Execution** | Not enough data | Not enough data | Not enough data | 
| **Cross-system Integration** | Not enough data | Not enough data | Not enough data | 
| **Adaptive Learning** | Not enough data | Not enough data | Not enough data | 
| **Proactive Assistance** | Not enough data | Not enough data | Not enough data | 
| **Decision Making** | Not enough data | Not enough data | Not enough data | 

### Sales Engagement

| Product | Score | Reviews |
|---|---|---|
| **CCH® SureTax® Platform** | N/A | N/A |
| **Ortto** | N/A | N/A |
| **ActiveCampaign** | 6.9/10 | 861 |

#### Integrated Workflows

| Feature | CCH® SureTax® Platform | Ortto | ActiveCampaign | 
|---|---|---|---|
| **Task Management** | Not enough data | Not enough data | 7.1 (605 reviews) | 
| **Email Tracking/Automation** | Not enough data | Not enough data | 8.6 (782 reviews) | 
| **Calls and Voice** | Not enough data | Not enough data | 6.3 (499 reviews) | 
| **Other Outreach Options ** | Not enough data | Not enough data | 6.7 (525 reviews) | 
| **CRM Integration** | Not enough data | Not enough data | 7.6 (632 reviews) | 
| **Calendar** | Not enough data | Not enough data | 6.9 (544 reviews) | 
| **Shared Records** | Not enough data | Not enough data | 6.9 (516 reviews) | 

#### Repeatability and Reportability

| Feature | CCH® SureTax® Platform | Ortto | ActiveCampaign | 
|---|---|---|---|
| **Content Management** | Not enough data | Not enough data | 7.5 (623 reviews) | 
| **Workflow Management** | Not enough data | Not enough data | 7.5 (621 reviews) | 
| **Workflow Performance** | Not enough data | Not enough data | 7.4 (585 reviews) | 
| **Sales Coaching and Insights** | Not enough data | Not enough data | 6.7 (516 reviews) | 
| **Gamification** | Not enough data | Not enough data | 6.0 (472 reviews) | 

#### AI and Automation

| Feature | CCH® SureTax® Platform | Ortto | ActiveCampaign | 
|---|---|---|---|
| **Lead Prioritization** | Not enough data | Not enough data | 7.1 (557 reviews) | 
| **Lead Scoring** | Not enough data | Not enough data | 7.1 (559 reviews) | 
| **Best Time of Day Scheduling** | Not enough data | Not enough data | 7.2 (565 reviews) | 
| **Buyer Intelligence** | Not enough data | Not enough data | 6.6 (498 reviews) | 
| **Machine Learning** | Not enough data | Not enough data | 6.4 (476 reviews) | 

#### Generative AI

| Feature | CCH® SureTax® Platform | Ortto | ActiveCampaign | 
|---|---|---|---|
| **AI Text Generation** | Not enough data | Not enough data | 6.1 (415 reviews) | 

#### Agentic AI - Sales Engagement

| Feature | CCH® SureTax® Platform | Ortto | ActiveCampaign | 
|---|---|---|---|
| **Autonomous Task Execution** | Not enough data | Not enough data | 6.9 (35 reviews) | 
| **Multi-step Planning** | Not enough data | Not enough data | 6.7 (35 reviews) | 
| **Cross-system Integration** | Not enough data | Not enough data | 7.0 (35 reviews) | 
| **Adaptive Learning** | Not enough data | Not enough data | 6.5 (35 reviews) | 
| **Natural Language Interaction** | Not enough data | Not enough data | 6.6 (35 reviews) | 
| **Proactive Assistance** | Not enough data | Not enough data | 6.6 (35 reviews) | 
| **Decision Making** | Not enough data | Not enough data | 6.9 (35 reviews) | 

### E-Commerce Personalization

| Product | Score | Reviews |
|---|---|---|
| **CCH® SureTax® Platform** | N/A | N/A |
| **Ortto** | N/A | N/A |
| **ActiveCampaign** | 7.6/10 | 581 |

#### Visitor Behavior

| Feature | CCH® SureTax® Platform | Ortto | ActiveCampaign | 
|---|---|---|---|
| **Monitoring** | Not enough data | Not enough data | 7.6 (409 reviews) | 
| **Targeting** | Not enough data | Not enough data | 7.9 (399 reviews) | 
| **Guided Selling** | Not enough data | Not enough data | 7.1 (355 reviews) | 

#### Templates

| Feature | CCH® SureTax® Platform | Ortto | ActiveCampaign | 
|---|---|---|---|
| **Library** | Not enough data | Not enough data | 7.3 (411 reviews) | 
| **Customization** | Not enough data | Not enough data | 8.0 (439 reviews) | 
| **Optimization** | Not enough data | Not enough data | 7.8 (411 reviews) | 

#### Personalization

| Feature | CCH® SureTax® Platform | Ortto | ActiveCampaign | 
|---|---|---|---|
| **Recommendation** | Not enough data | Not enough data | 7.6 (400 reviews) | 
| **Content** | Not enough data | Not enough data | 7.6 (404 reviews) | 
| **Cart Abandonment** | Not enough data | Not enough data | 7.2 (360 reviews) | 
| **Search** | Not enough data | Not enough data | 7.1 (346 reviews) | 
| **Personalization Engine** | Not enough data | Not enough data | 7.3 (336 reviews) | 
| **Product Recommendations** | Not enough data | Not enough data | 7.1 (324 reviews) | 
| **A/B Testing** | Not enough data | Not enough data | 7.4 (346 reviews) | 
| **Personalized Messaging** | Not enough data | Not enough data | 8.0 (396 reviews) | 

#### Multichannel

| Feature | CCH® SureTax® Platform | Ortto | ActiveCampaign | 
|---|---|---|---|
| **Web** | Not enough data | Not enough data | 7.4 (379 reviews) | 
| **Email** | Not enough data | Not enough data | 8.5 (463 reviews) | 
| **Mobile** | Not enough data | Not enough data | 7.6 (419 reviews) | 

#### Administration 

| Feature | CCH® SureTax® Platform | Ortto | ActiveCampaign | 
|---|---|---|---|
| **Marketing Campaigns** | Not enough data | Not enough data | 8.5 (481 reviews) | 
| **Reports & Analytics** | Not enough data | Not enough data | 7.9 (469 reviews) | 
| **User Data** | Not enough data | Not enough data | 7.9 (439 reviews) | 
| **Integrations** | Not enough data | Not enough data | 8.0 (461 reviews) | 

#### Agentic AI - E-Commerce Personalization

| Feature | CCH® SureTax® Platform | Ortto | ActiveCampaign | 
|---|---|---|---|
| **Natural Language Interaction** | Not enough data | Not enough data | 7.6 (13 reviews) | 
| **Proactive Assistance** | Not enough data | Not enough data | 7.6 (13 reviews) | 

### Email Template Builder

| Product | Score | Reviews |
|---|---|---|
| **CCH® SureTax® Platform** | N/A | N/A |
| **Ortto** | 7.8/10 | 117 |
| **ActiveCampaign** | 7.1/10 | 2445 |

#### Templates

| Feature | CCH® SureTax® Platform | Ortto | ActiveCampaign | 
|---|---|---|---|
| **Text and Themes** | Not enough data | 8.0 (81 reviews) ✓ Verified | 7.7 (2022 reviews) | 
| **Stock Images** | Not enough data | 6.9 (52 reviews) ✓ Verified | 6.3 (1517 reviews) | 
| **Proofing** | Not enough data | 7.7 (57 reviews) ✓ Verified | 7.0 (1618 reviews) | 
| **Mobile Responsive** | Not enough data | 8.6 (59 reviews) | 7.5 (1682 reviews) | 

#### Edit

| Feature | CCH® SureTax® Platform | Ortto | ActiveCampaign | 
|---|---|---|---|
| **Pre-Made** | Not enough data | 8.4 (63 reviews) ✓ Verified | 7.4 (1756 reviews) | 
| **Build** | Not enough data | 8.5 (82 reviews) ✓ Verified | 8.0 (1970 reviews) | 
| **HTML** | Not enough data | Feature Not Available | 7.4 (1664 reviews) | 

#### Logistics

| Feature | CCH® SureTax® Platform | Ortto | ActiveCampaign | 
|---|---|---|---|
| **Analytics** | Not enough data | 8.1 (82 reviews) ✓ Verified | 7.8 (1819 reviews) | 
| **Issues** | Not enough data | 7.2 (66 reviews) ✓ Verified | 7.0 (1582 reviews) | 
| **Integrations** | Not enough data | 7.8 (80 reviews) ✓ Verified | 7.8 (1777 reviews) | 
| **Shareable Link** | Not enough data | 7.7 (45 reviews) | 7.8 (1545 reviews) | 

#### Generative AI

| Feature | CCH® SureTax® Platform | Ortto | ActiveCampaign | 
|---|---|---|---|
| **AI Text Generation** | Not enough data | 6.7 (6 reviews) | 6.0 (840 reviews) | 
| **AI Text Summarization** | Not enough data | 8.1 (6 reviews) | 6.1 (676 reviews) | 

#### Agentic AI - Email Template Builder

| Feature | CCH® SureTax® Platform | Ortto | ActiveCampaign | 
|---|---|---|---|
| **Autonomous Task Execution** | Not enough data | Not enough data | 6.2 (110 reviews) | 
| **Cross-system Integration** | Not enough data | Not enough data | 6.2 (109 reviews) | 

### SMS Marketing

| Product | Score | Reviews |
|---|---|---|
| **CCH® SureTax® Platform** | N/A | N/A |
| **Ortto** | N/A | N/A |
| **ActiveCampaign** | 7.8/10 | 248 |

#### Text Messaging

| Feature | CCH® SureTax® Platform | Ortto | ActiveCampaign | 
|---|---|---|---|
| **Bulk SMS** | Not enough data | Not enough data | 7.5 (161 reviews) | 
| **Two-Way Text Messaging** | Not enough data | Not enough data | 6.9 (141 reviews) | 
| **Text Scheduler** | Not enough data | Not enough data | 7.6 (155 reviews) | 
| **Automatic Replies** | Not enough data | Not enough data | 7.6 (144 reviews) | 
| **Automatic URL Shortening** | Not enough data | Not enough data | 7.3 (132 reviews) | 
| **MMS Marketing** | Not enough data | Not enough data | Feature Not Available | 
| **Personalization** | Not enough data | Not enough data | 8.2 (171 reviews) | 
| **Transactional SMS** | Not enough data | Not enough data | 7.1 (144 reviews) | 

#### SMS Platform

| Feature | CCH® SureTax® Platform | Ortto | ActiveCampaign | 
|---|---|---|---|
| **Reporting** | Not enough data | Not enough data | 7.7 (156 reviews) | 
| **Automation** | Not enough data | Not enough data | 8.8 (174 reviews) | 
| **White Label** | Not enough data | Not enough data | 7.6 (130 reviews) | 
| **Text-to-Landline** | Not enough data | Not enough data | 6.8 (123 reviews) | 
| **Short Codes** | Not enough data | Not enough data | 7.0 (125 reviews) | 
| **API Integration** | Not enough data | Not enough data | 8.0 (146 reviews) | 

#### Agentic AI - SMS Marketing

| Feature | CCH® SureTax® Platform | Ortto | ActiveCampaign | 
|---|---|---|---|
| **Autonomous Task Execution** | Not enough data | Not enough data | 8.4 (20 reviews) | 
| **Multi-step Planning** | Not enough data | Not enough data | 8.5 (20 reviews) | 
| **Cross-system Integration** | Not enough data | Not enough data | 8.5 (20 reviews) | 
| **Natural Language Interaction** | Not enough data | Not enough data | 8.3 (20 reviews) | 
| **Proactive Assistance** | Not enough data | Not enough data | 8.4 (20 reviews) | 
| **Decision Making** | Not enough data | Not enough data | 8.2 (20 reviews) | 

### Customer Data Platform (CDP)

| Product | Score | Reviews |
|---|---|---|
| **CCH® SureTax® Platform** | N/A | N/A |
| **Ortto** | 7.7/10 | 45 |
| **ActiveCampaign** | N/A | N/A |

#### Data Sourcing

| Feature | CCH® SureTax® Platform | Ortto | ActiveCampaign | 
|---|---|---|---|
| **Data Enrichment** | Not enough data | 7.7 (27 reviews) | Not enough data | 
| **Expandability** | Not enough data | 8.1 (31 reviews) | Not enough data | 
| **Content Marketing** | Not enough data | 8.6 (36 reviews) | Not enough data | 
| **Multiple Devices** | Not enough data | 8.3 (28 reviews) | Not enough data | 

#### Intelligence

| Feature | CCH® SureTax® Platform | Ortto | ActiveCampaign | 
|---|---|---|---|
| **Marketing Metrics** | Not enough data | 8.2 (36 reviews) | Not enough data | 
| **Predictive Modeling** | Not enough data | 6.6 (20 reviews) | Not enough data | 
| **Recommendation Engine** | Not enough data | 6.7 (22 reviews) | Not enough data | 

### Customer Journey Mapping

| Product | Score | Reviews |
|---|---|---|
| **CCH® SureTax® Platform** | N/A | N/A |
| **Ortto** | 8.0/10 | 90 |
| **ActiveCampaign** | N/A | N/A |

#### Platform Basics

| Feature | CCH® SureTax® Platform | Ortto | ActiveCampaign | 
|---|---|---|---|
| **Templates** | Not enough data | 7.8 (72 reviews) | Not enough data | 
| **Exporting** | Not enough data | 7.9 (61 reviews) | Not enough data | 
| **Multi-user Access and Collaboration** | Not enough data | 8.4 (63 reviews) | Not enough data | 
| **Multiple Personas** | Not enough data | 7.9 (47 reviews) | Not enough data | 
| **Data Analytics ** | Not enough data | 7.8 (51 reviews) | Not enough data | 

#### Agentic AI - Customer Journey Mapping

| Feature | CCH® SureTax® Platform | Ortto | ActiveCampaign | 
|---|---|---|---|
| **Autonomous Task Execution** | Not enough data | Not enough data | Not enough data | 

### Pop-Up Builder

| Product | Score | Reviews |
|---|---|---|
| **CCH® SureTax® Platform** | N/A | N/A |
| **Ortto** | 8.1/10 | 18 |
| **ActiveCampaign** | 7.5/10 | 256 |

#### Design and Customization

| Feature | CCH® SureTax® Platform | Ortto | ActiveCampaign | 
|---|---|---|---|
| **Pre-Designed Templates** | Not enough data | 6.9 (14 reviews) | 7.7 (203 reviews) | 
| **Pop-Up Types** | Not enough data | 8.3 (14 reviews) | 7.6 (198 reviews) | 
| **No-Code Customization** | Not enough data | 7.7 (13 reviews) | 8.1 (180 reviews) | 
| **Mobile Optimized** | Not enough data | 8.7 (10 reviews) | 8.0 (190 reviews) | 

#### Campaigns

| Feature | CCH® SureTax® Platform | Ortto | ActiveCampaign | 
|---|---|---|---|
| **Targeting** | Not enough data | 9.1 (9 reviews) | 7.9 (169 reviews) | 
| **Triggered Campaigns** | Not enough data | 9.1 (13 reviews) | 8.3 (180 reviews) | 
| **A/B Testing** | Not enough data | 8.5 (10 reviews) | 7.9 (147 reviews) | 
| **Analytics** | Not enough data | 8.1 (13 reviews) | 7.8 (181 reviews) | 

#### Integrations

| Feature | CCH® SureTax® Platform | Ortto | ActiveCampaign | 
|---|---|---|---|
| **CRM/Email Integrations** | Not enough data | 7.3 (13 reviews) | 8.1 (173 reviews) | 
| **WCM Integrations** | Not enough data | Not enough data | 6.7 (116 reviews) | 
| **E-Commerce Integrations** | Not enough data | 7.5 (6 reviews) | 7.9 (131 reviews) | 
| **Social Media Integrations** | Not enough data | 7.8 (6 reviews) | 7.3 (144 reviews) | 

#### Generative AI

| Feature | CCH® SureTax® Platform | Ortto | ActiveCampaign | 
|---|---|---|---|
| **AI Text Generation** | Not enough data | Not enough data | 6.1 (65 reviews) | 

#### Agentic AI - Vulnerability Scanner

| Feature | CCH® SureTax® Platform | Ortto | ActiveCampaign | 
|---|---|---|---|
| **Autonomous Task Execution** | Not enough data | Not enough data | 6.6 (16 reviews) | 
| **Proactive Assistance** | Not enough data | Not enough data | 6.9 (16 reviews) | 

### Attribution

| Product | Score | Reviews |
|---|---|---|
| **CCH® SureTax® Platform** | N/A | N/A |
| **Ortto** | N/A | N/A |
| **ActiveCampaign** | 7.3/10 | 348 |

#### Attribution Modeling

| Feature | CCH® SureTax® Platform | Ortto | ActiveCampaign | 
|---|---|---|---|
| **Single-Touch Attribution** | Not enough data | Not enough data | 7.1 (207 reviews) | 
| **Multi-Touch Attribution** | Not enough data | Not enough data | 7.1 (199 reviews) | 
| **Algorithmic Attribution** | Not enough data | Not enough data | 6.8 (190 reviews) | 
| **Cross-Device Attribution** | Not enough data | Not enough data | 6.8 (189 reviews) | 
| **Offline Attribution** | Not enough data | Not enough data | 6.3 (176 reviews) | 
| **Custom Attribution** | Not enough data | Not enough data | 7.0 (190 reviews) | 

#### Agentic AI - Attribution

| Feature | CCH® SureTax® Platform | Ortto | ActiveCampaign | 
|---|---|---|---|
| **Autonomous Task Execution** | Not enough data | Not enough data | 7.6 (9 reviews) | 
| **Cross-system Integration** | Not enough data | Not enough data | 7.8 (9 reviews) | 
| **Natural Language Interaction** | Not enough data | Not enough data | 7.8 (9 reviews) | 
| **Proactive Assistance** | Not enough data | Not enough data | 8.3 (8 reviews) | 

#### Marketing

| Feature | CCH® SureTax® Platform | Ortto | ActiveCampaign | 
|---|---|---|---|
| **B2B Attribution** | Not enough data | Not enough data | 7.2 (199 reviews) | 
| **B2C Attribution** | Not enough data | Not enough data | 7.1 (195 reviews) | 
| **Marketing Channels** | Not enough data | Not enough data | 7.3 (211 reviews) | 
| **Integrations** | Not enough data | Not enough data | 7.9 (250 reviews) | 

#### Reporting

| Feature | CCH® SureTax® Platform | Ortto | ActiveCampaign | 
|---|---|---|---|
| **Dashboards** | Not enough data | Not enough data | 7.5 (283 reviews) | 
| **Data Visualizations** | Not enough data | Not enough data | 7.3 (264 reviews) | 
| **Custom Reporting** | Not enough data | Not enough data | 7.0 (250 reviews) | 

### Social Media Advertising

| Product | Score | Reviews |
|---|---|---|
| **CCH® SureTax® Platform** | N/A | N/A |
| **Ortto** | N/A | N/A |
| **ActiveCampaign** | 7.9/10 | 471 |

#### Platform Interoperability

| Feature | CCH® SureTax® Platform | Ortto | ActiveCampaign | 
|---|---|---|---|
| **Close Ecosystem API** | Not enough data | Not enough data | 7.8 (201 reviews) | 

#### Agentic AI - Social Media Advertising

| Feature | CCH® SureTax® Platform | Ortto | ActiveCampaign | 
|---|---|---|---|
| **Autonomous Task Execution** | Not enough data | Not enough data | 7.0 (17 reviews) | 
| **Multi-step Planning** | Not enough data | Not enough data | 7.3 (17 reviews) | 
| **Cross-system Integration** | Not enough data | Not enough data | 7.3 (17 reviews) | 
| **Adaptive Learning** | Not enough data | Not enough data | 7.0 (17 reviews) | 
| **Proactive Assistance** | Not enough data | Not enough data | 6.9 (17 reviews) | 
| **Decision Making** | Not enough data | Not enough data | 7.3 (17 reviews) | 

#### Social Functionality

| Feature | CCH® SureTax® Platform | Ortto | ActiveCampaign | 
|---|---|---|---|
| **Social Functionality** | Not enough data | Not enough data | 7.9 (300 reviews) | 

#### Campaign Management

| Feature | CCH® SureTax® Platform | Ortto | ActiveCampaign | 
|---|---|---|---|
| **Campaign Dashboard** | Not enough data | Not enough data | 8.3 (348 reviews) | 
| **Campaign Optimization** | Not enough data | Not enough data | 8.3 (320 reviews) | 
| **Reach** | Not enough data | Not enough data | 8.1 (305 reviews) | 
| **Bulk Editing** | Not enough data | Not enough data | 7.8 (284 reviews) | 
| **Batch Uploading** | Not enough data | Not enough data | 7.9 (273 reviews) | 
| **Brand Safety** | Not enough data | Not enough data | 8.3 (264 reviews) | 
| **Fraud Protection** | Not enough data | Not enough data | 8.2 (257 reviews) | 
| **Frequency Capping** | Not enough data | Not enough data | 7.9 (238 reviews) | 
| **Budget Pacing** | Not enough data | Not enough data | 7.7 (230 reviews) | 
| **Creative Optimization** | Not enough data | Not enough data | 7.9 (264 reviews) | 
| **Rich Media Capabilties** | Not enough data | Not enough data | 7.8 (238 reviews) | 
| **In-App Ads** | Not enough data | Not enough data | 7.5 (220 reviews) | 
| **Mobile Rich Media Capabilities** | Not enough data | Not enough data | 7.7 (222 reviews) | 

#### Targeting

| Feature | CCH® SureTax® Platform | Ortto | ActiveCampaign | 
|---|---|---|---|
| **Targeting** | Not enough data | Not enough data | 8.3 (294 reviews) | 
| **Retargeting** | Not enough data | Not enough data | 8.3 (282 reviews) | 
| **Geo-Targeting** | Not enough data | Not enough data | 7.8 (255 reviews) | 
| **Contextual Targeting** | Not enough data | Not enough data | 8.0 (249 reviews) | 

#### Platform

| Feature | CCH® SureTax® Platform | Ortto | ActiveCampaign | 
|---|---|---|---|
| **API / Integrations** | Not enough data | Not enough data | 8.2 (308 reviews) | 
| **Custom Reports** | Not enough data | Not enough data | 8.0 (287 reviews) | 
| **User, Role, and Access Management** | Not enough data | Not enough data | 8.5 (300 reviews) | 
| **Performance and Reliability** | Not enough data | Not enough data | 8.5 (336 reviews) | 
| **Enterprise Scalability** | Not enough data | Not enough data | 8.4 (270 reviews) | 
| **Customization** | Not enough data | Not enough data | 8.3 (302 reviews) | 
| **Workflow Capability** | Not enough data | Not enough data | 8.6 (297 reviews) | 
| **Internationalization** | Not enough data | Not enough data | 8.1 (242 reviews) | 
| **Notifications** | Not enough data | Not enough data | 8.1 (286 reviews) | 

### Landing Page Builders

| Product | Score | Reviews |
|---|---|---|
| **CCH® SureTax® Platform** | N/A | N/A |
| **Ortto** | N/A | N/A |
| **ActiveCampaign** | 7.6/10 | 722 |

#### Page Customization

| Feature | CCH® SureTax® Platform | Ortto | ActiveCampaign | 
|---|---|---|---|
| **Drag and Drop** | Not enough data | Not enough data | 8.2 (586 reviews) | 
| **Templates** | Not enough data | Not enough data | 7.9 (612 reviews) | 
| **Advanced Customization** | Not enough data | Not enough data | 7.8 (530 reviews) | 
| **Content Library** | Not enough data | Not enough data | 7.6 (552 reviews) | 

#### Page Optimization

| Feature | CCH® SureTax® Platform | Ortto | ActiveCampaign | 
|---|---|---|---|
| **A/B Testing** | Not enough data | Not enough data | 7.6 (425 reviews) | 
| **Mobile Responsive** | Not enough data | Not enough data | 7.8 (529 reviews) | 
| **Web Analytics** | Not enough data | Not enough data | 7.5 (472 reviews) | 
| **SEO** | Not enough data | Not enough data | 7.2 (413 reviews) | 

#### Integrations

| Feature | CCH® SureTax® Platform | Ortto | ActiveCampaign | 
|---|---|---|---|
| **E-Commerce Integration** | Not enough data | Not enough data | 7.5 (405 reviews) | 
| **Email Marketing Integration** | Not enough data | Not enough data | 8.5 (542 reviews) | 
| **Domain Integration** | Not enough data | Not enough data | 8.2 (515 reviews) | 

#### Generative AI

| Feature | CCH® SureTax® Platform | Ortto | ActiveCampaign | 
|---|---|---|---|
| **AI Text Generation** | Not enough data | Not enough data | 6.2 (166 reviews) | 

#### Agentic AI - Landing Page Builders

| Feature | CCH® SureTax® Platform | Ortto | ActiveCampaign | 
|---|---|---|---|
| **Cross-system Integration** | Not enough data | Not enough data | 6.7 (22 reviews) | 

### Lead Capture

| Product | Score | Reviews |
|---|---|---|
| **CCH® SureTax® Platform** | N/A | N/A |
| **Ortto** | 8.2/10 | 40 |
| **ActiveCampaign** | N/A | N/A |

#### Lead Monitoring

| Feature | CCH® SureTax® Platform | Ortto | ActiveCampaign | 
|---|---|---|---|
| **Features** | Not enough data | 8.5 (31 reviews) | Not enough data | 
| **Performance** | Not enough data | 8.1 (32 reviews) | Not enough data | 
| **Identification** | Not enough data | 7.5 (21 reviews) | Not enough data | 

#### Agentic AI - Lead Capture

| Feature | CCH® SureTax® Platform | Ortto | ActiveCampaign | 
|---|---|---|---|
| **Cross-system Integration** | Not enough data | Not enough data | Not enough data | 
| **Proactive Assistance** | Not enough data | Not enough data | Not enough data | 

#### Data Capture

| Feature | CCH® SureTax® Platform | Ortto | ActiveCampaign | 
|---|---|---|---|
| **Mobile** | Not enough data | 8.6 (23 reviews) | Not enough data | 
| **Websites** | Not enough data | 8.9 (21 reviews) | Not enough data | 
| **Social Media** | Not enough data | 8.2 (17 reviews) | Not enough data | 
| **Data** | Not enough data | 8.4 (24 reviews) | Not enough data | 

#### Analytics

| Feature | CCH® SureTax® Platform | Ortto | ActiveCampaign | 
|---|---|---|---|
| **Export/Import** | Not enough data | 8.1 (27 reviews) | Not enough data | 
| **Reporting** | Not enough data | 7.9 (32 reviews) | Not enough data | 

#### Customization

| Feature | CCH® SureTax® Platform | Ortto | ActiveCampaign | 
|---|---|---|---|
| **Forms** | Not enough data | 8.4 (27 reviews) | Not enough data | 
| **Personalization** | Not enough data | 8.3 (28 reviews) | Not enough data | 
| **Templates** | Not enough data | 7.9 (29 reviews) | Not enough data | 
| **Integration** | Not enough data | 7.8 (27 reviews) | Not enough data | 

### E-Commerce Data Integration

| Product | Score | Reviews |
|---|---|---|
| **CCH® SureTax® Platform** | N/A | N/A |
| **Ortto** | 7.8/10 | 24 |
| **ActiveCampaign** | N/A | N/A |

#### Development 

| Feature | CCH® SureTax® Platform | Ortto | ActiveCampaign | 
|---|---|---|---|
| **Pre-built Connectors** | Not enough data | 6.7 (21 reviews) | Not enough data | 
| **Custom Connectors** | Not enough data | 7.1 (17 reviews) | Not enough data | 

#### Management 

| Feature | CCH® SureTax® Platform | Ortto | ActiveCampaign | 
|---|---|---|---|
| **Reporting and Analytics** | Not enough data | 8.6 (21 reviews) | Not enough data | 
| **Data Mapping** | Not enough data | 7.9 (19 reviews) | Not enough data | 

#### Integration Options

| Feature | CCH® SureTax® Platform | Ortto | ActiveCampaign | 
|---|---|---|---|
| **ERP Systems** | Not enough data | 8.0 (11 reviews) | Not enough data | 
| **Accounting Systems** | Not enough data | 8.1 (9 reviews) | Not enough data | 
| **CRM and Marketing Automation Systems** | Not enough data | 7.8 (20 reviews) | Not enough data | 
| **EDI** | Not enough data | 8.0 (9 reviews) | Not enough data | 

### Online Form Builder

| Product | Score | Reviews |
|---|---|---|
| **CCH® SureTax® Platform** | N/A | N/A |
| **Ortto** | 8.8/10 | 11 |
| **ActiveCampaign** | 7.2/10 | 766 |

#### Customization

| Feature | CCH® SureTax® Platform | Ortto | ActiveCampaign | 
|---|---|---|---|
| **Custom Fields** | Not enough data | 8.7 (9 reviews) | 8.0 (663 reviews) | 
| **Conditional Logic** | Not enough data | 8.9 (9 reviews) | 7.5 (553 reviews) | 
| **Multi-page Forms** | Not enough data | 8.3 (6 reviews) | 6.8 (464 reviews) | 
| **Design** | Not enough data | 8.8 (8 reviews) | 7.4 (653 reviews) | 

#### Additional Functionality

| Feature | CCH® SureTax® Platform | Ortto | ActiveCampaign | 
|---|---|---|---|
| **Embedded Forms** | Not enough data | 9.3 (9 reviews) | 7.9 (672 reviews) | 
| **Offline Capability** | Not enough data | Feature Not Available | 5.7 (423 reviews) | 
| **Notifications** | Not enough data | 8.6 (7 reviews) | 7.4 (531 reviews) | 
| **Payments** | Not enough data | Not enough data | 6.2 (433 reviews) | 
| **Mobile Forms** | Not enough data | Feature Not Available | 7.0 (507 reviews) | 

### Sales Tax and VAT Compliance

| Product | Score | Reviews |
|---|---|---|
| **CCH® SureTax® Platform** | N/A | N/A |
| **Ortto** | N/A | N/A |
| **ActiveCampaign** | N/A | N/A |

#### Tracking

| Feature | CCH® SureTax® Platform | Ortto | ActiveCampaign | 
|---|---|---|---|
| **Sales Tax** | Not enough data | Not enough data | Not enough data | 
| **VAT** | Not enough data | Not enough data | Not enough data | 
| **GST** | Not enough data | Not enough data | Not enough data | 
| **Exemptions** | Not enough data | Not enough data | Not enough data | 
| **Adjustments** | Not enough data | Not enough data | Not enough data | 
| **Localization** | Not enough data | Not enough data | Not enough data | 

#### Integrations

| Feature | CCH® SureTax® Platform | Ortto | ActiveCampaign | 
|---|---|---|---|
| **Integrations** | Not enough data | Not enough data | Not enough data | 

#### Remittance

| Feature | CCH® SureTax® Platform | Ortto | ActiveCampaign | 
|---|---|---|---|
| **Returns** | Not enough data | Not enough data | Not enough data | 
| **Notifications** | Not enough data | Not enough data | Not enough data | 
| **Global/Cross Borders** | Feature Not Available | Not enough data | Not enough data | 
| **Analytics** | Not enough data | Not enough data | Not enough data | 

#### Agentic AI - Sales Tax and VAT Compliance

| Feature | CCH® SureTax® Platform | Ortto | ActiveCampaign | 
|---|---|---|---|
| **Autonomous Task Execution** | Not enough data | Not enough data | Not enough data | 
| **Natural Language Interaction** | Not enough data | Not enough data | Not enough data | 

### WhatsApp Marketing

| Product | Score | Reviews |
|---|---|---|
| **CCH® SureTax® Platform** | N/A | N/A |
| **Ortto** | N/A | N/A |
| **ActiveCampaign** | 8.2/10 | 12 |

#### WhatsApp Messaging - WhatsApp Marketing

| Feature | CCH® SureTax® Platform | Ortto | ActiveCampaign | 
|---|---|---|---|
| **Transactional Messages** | Not enough data | Not enough data | 8.3 (11 reviews) | 
| **Bulk WhatsApp Messaging** | Not enough data | Not enough data | 7.9 (11 reviews) | 
| **Conversational Messaging** | Not enough data | Not enough data | 8.0 (11 reviews) | 
| **Personalization** | Not enough data | Not enough data | 8.5 (11 reviews) | 
| **Promotional Messages** | Not enough data | Not enough data | 8.0 (11 reviews) | 
| **Automated Replies** | Not enough data | Not enough data | 8.0 (11 reviews) | 

#### WhatsApp Business Platform - WhatsApp Marketing

| Feature | CCH® SureTax® Platform | Ortto | ActiveCampaign | 
|---|---|---|---|
| **Segmentation** | Not enough data | Not enough data | 8.5 (11 reviews) | 
| **API Integration** | Not enough data | Not enough data | 8.3 (11 reviews) | 
| **WhatsApp Commerce** | Not enough data | Not enough data | 8.2 (11 reviews) | 
| **Analytics** | Not enough data | Not enough data | 8.2 (11 reviews) | 

### Lead Scoring

| Product | Score | Reviews |
|---|---|---|
| **CCH® SureTax® Platform** | N/A | N/A |
| **Ortto** | 8.2/10 | 17 |
| **ActiveCampaign** | 7.6/10 | 601 |

#### Agentic AI - Lead Scoring

| Feature | CCH® SureTax® Platform | Ortto | ActiveCampaign | 
|---|---|---|---|
| **Autonomous Task Execution** | Not enough data | Not enough data | 7.0 (26 reviews) | 
| **Cross-system Integration** | Not enough data | Not enough data | 7.0 (26 reviews) | 
| **Adaptive Learning** | Not enough data | Not enough data | 7.0 (26 reviews) | 
| **Decision Making** | Not enough data | Not enough data | 7.2 (26 reviews) | 

#### Attribution

| Feature | CCH® SureTax® Platform | Ortto | ActiveCampaign | 
|---|---|---|---|
| **Lead Opportunity** | Not enough data | 8.6 (13 reviews) | 8.1 (433 reviews) | 
| **Lead Assignment** | Not enough data | 7.4 (12 reviews) | 8.2 (410 reviews) | 
| **Pipeline Acceleration** | Not enough data | 7.4 (11 reviews) | 8.0 (392 reviews) | 

#### Discovery

| Feature | CCH® SureTax® Platform | Ortto | ActiveCampaign | 
|---|---|---|---|
| **Lead Management** | Not enough data | 7.7 (13 reviews) | 8.1 (444 reviews) | 
| **Scoring/Ranking** | Not enough data | 8.6 (15 reviews) | 8.2 (451 reviews) | 
| **Lead Context** | Not enough data | 8.6 (12 reviews) | 8.0 (400 reviews) | 

#### Management

| Feature | CCH® SureTax® Platform | Ortto | ActiveCampaign | 
|---|---|---|---|
| **Conversion Viability** | Not enough data | 7.9 (11 reviews) | 8.0 (385 reviews) | 
| **Workflow** | Not enough data | 8.6 (14 reviews) | 8.3 (427 reviews) | 

#### Platform

| Feature | CCH® SureTax® Platform | Ortto | ActiveCampaign | 
|---|---|---|---|
| **Data Synchronization** | Not enough data | 8.6 (16 reviews) | 8.1 (406 reviews) | 
| **Analysis** | Not enough data | 8.3 (15 reviews) | 8.1 (435 reviews) | 

### Personalization

| Product | Score | Reviews |
|---|---|---|
| **CCH® SureTax® Platform** | N/A | N/A |
| **Ortto** | N/A | N/A |
| **ActiveCampaign** | N/A | N/A |

#### Agentic AI - Personalization

| Feature | CCH® SureTax® Platform | Ortto | ActiveCampaign | 
|---|---|---|---|
| **Autonomous Task Execution** | Not enough data | Not enough data | Not enough data | 
| **Cross-system Integration** | Not enough data | Not enough data | Not enough data | 
| **Adaptive Learning** | Not enough data | Not enough data | Not enough data | 
| **Natural Language Interaction** | Not enough data | Not enough data | Not enough data | 
| **Proactive Assistance** | Not enough data | Not enough data | Not enough data | 
| **Decision Making** | Not enough data | Not enough data | Not enough data | 

### Salesforce AppExchange Apps

| Product | Score | Reviews |
|---|---|---|
| **CCH® SureTax® Platform** | N/A | N/A |
| **Ortto** | N/A | N/A |
| **ActiveCampaign** | N/A | N/A |

#### Agentic AI - Salesforce AppExchange Apps

| Feature | CCH® SureTax® Platform | Ortto | ActiveCampaign | 
|---|---|---|---|
| **Autonomous Task Execution** | Not enough data | Not enough data | Not enough data | 
| **Multi-step Planning** | Not enough data | Not enough data | Not enough data | 
| **Cross-system Integration** | Not enough data | Not enough data | Not enough data | 
| **Adaptive Learning** | Not enough data | Not enough data | Not enough data | 
| **Natural Language Interaction** | Not enough data | Not enough data | Not enough data | 
| **Proactive Assistance** | Not enough data | Not enough data | Not enough data | 
| **Decision Making** | Not enough data | Not enough data | Not enough data | 

### Sales Analytics

| Product | Score | Reviews |
|---|---|---|
| **CCH® SureTax® Platform** | N/A | N/A |
| **Ortto** | N/A | N/A |
| **ActiveCampaign** | 7.7/10 | 464 |

#### Agentic AI - Sales Analytics

| Feature | CCH® SureTax® Platform | Ortto | ActiveCampaign | 
|---|---|---|---|
| **Autonomous Task Execution** | Not enough data | Not enough data | 8.2 (19 reviews) | 
| **Cross-system Integration** | Not enough data | Not enough data | 8.1 (19 reviews) | 
| **Adaptive Learning** | Not enough data | Not enough data | 8.1 (19 reviews) | 
| **Natural Language Interaction** | Not enough data | Not enough data | 7.8 (19 reviews) | 
| **Proactive Assistance** | Not enough data | Not enough data | 8.3 (19 reviews) | 

#### Data Sourcing

| Feature | CCH® SureTax® Platform | Ortto | ActiveCampaign | 
|---|---|---|---|
| **Data Sourcing** | Not enough data | Not enough data | 7.8 (286 reviews) | 
| **Exporting & Sharing Data** | Not enough data | Not enough data | 7.9 (314 reviews) | 
| **Multi-Device Data Visualization** | Not enough data | Not enough data | 7.8 (270 reviews) | 
| **Interactive Dashboards** | Not enough data | Not enough data | 7.9 (309 reviews) | 
| **Data Segmentation** | Not enough data | Not enough data | 8.1 (331 reviews) | 

#### Predictive Analytics

| Feature | CCH® SureTax® Platform | Ortto | ActiveCampaign | 
|---|---|---|---|
| **Lead Scoring** | Not enough data | Not enough data | 8.0 (293 reviews) | 
| **Opportunity Scoring** | Not enough data | Not enough data | 7.8 (277 reviews) | 
| **Risk Analysis** | Not enough data | Not enough data | 7.3 (241 reviews) | 
| **Live Forecasting** | Not enough data | Not enough data | 7.4 (267 reviews) | 

#### Sales Management

| Feature | CCH® SureTax® Platform | Ortto | ActiveCampaign | 
|---|---|---|---|
| **Live Pipeline Management** | Not enough data | Not enough data | 8.2 (319 reviews) | 
| **Sales Gamification** | Not enough data | Not enough data | 7.6 (181 reviews) | 
| **Account-Based Analytics** | Not enough data | Not enough data | 8.0 (305 reviews) | 
| **Activity Tracking** | Not enough data | Not enough data | 8.3 (350 reviews) | 

### AI Marketing Agents

| Product | Score | Reviews |
|---|---|---|
| **CCH® SureTax® Platform** | N/A | N/A |
| **Ortto** | N/A | N/A |
| **ActiveCampaign** | N/A | N/A |

#### Performance Optimization & Learning - AI Marketing Agents

| Feature | CCH® SureTax® Platform | Ortto | ActiveCampaign | 
|---|---|---|---|
| **Send-Time Optimization** | Not enough data | Not enough data | Not enough data | 
| **Autonomous A/B Testing** | Not enough data | Not enough data | Not enough data | 

#### Autonomous Campaign Orchestration - AI Marketing Agents 

| Feature | CCH® SureTax® Platform | Ortto | ActiveCampaign | 
|---|---|---|---|
| **End-to-End Campaign Execution** | Not enough data | Not enough data | Not enough data | 
| **Goal-Based Campaign Planning** | Not enough data | Not enough data | Not enough data | 
| **Cross-Channel Orchestration** | Not enough data | Not enough data | Not enough data | 
| **Conversational Campaign Setup** | Not enough data | Not enough data | Not enough data | 
| **Real-Time Campaign Adaptation** | Not enough data | Not enough data | Not enough data | 

#### AI Content Generation - AI Marketing Agents 

| Feature | CCH® SureTax® Platform | Ortto | ActiveCampaign | 
|---|---|---|---|
| **Dynamic Content Optimization** | Not enough data | Not enough data | Not enough data | 
| **AI Copy Generation** | Not enough data | Not enough data | Not enough data | 
| **Personalized Content Creation** | Not enough data | Not enough data | Not enough data | 

#### Audience Intelligence & Segmentation - AI Marketing Agents 

| Feature | CCH® SureTax® Platform | Ortto | ActiveCampaign | 
|---|---|---|---|
| **Lookalike Audience Modeling** | Not enough data | Not enough data | Not enough data | 
| **Behavioral Triggering** | Not enough data | Not enough data | Not enough data | 
| **Predictive Audience Segmentation** | Not enough data | Not enough data | Not enough data | 

#### Integrations & Data Connectivity - AI Marketing Agents 

| Feature | CCH® SureTax® Platform | Ortto | ActiveCampaign | 
|---|---|---|---|
| **Event & Data Ingestion** | Not enough data | Not enough data | Not enough data | 
| **CRM & CDP Integration** | Not enough data | Not enough data | Not enough data | 

### Account-Based Execution

| Product | Score | Reviews |
|---|---|---|
| **CCH® SureTax® Platform** | N/A | N/A |
| **Ortto** | N/A | N/A |
| **ActiveCampaign** | N/A | N/A |

#### Marketing Distribution

| Feature | CCH® SureTax® Platform | Ortto | ActiveCampaign | 
|---|---|---|---|
| **Segmentation ** | Not enough data | Not enough data | Not enough data | 
| **Personalized Messaging ** | Not enough data | Not enough data | Not enough data | 
| **Website Personalization ** | Not enough data | Not enough data | Not enough data | 
| **Email Campaigns ** | Not enough data | Not enough data | Not enough data | 
| **Digital Advertising** | Not enough data | Not enough data | Not enough data | 
| **Direct Mail** | Not enough data | Not enough data | Not enough data | 

#### Campaign Planning

| Feature | CCH® SureTax® Platform | Ortto | ActiveCampaign | 
|---|---|---|---|
| **Strategy Mapping ** | Not enough data | Not enough data | Not enough data | 
| **Prioritized Accounts ** | Not enough data | Not enough data | Not enough data | 
| **Trending Accounts ** | Not enough data | Not enough data | Not enough data | 
| **Sales Activation** | Not enough data | Not enough data | Not enough data | 

#### Integrations

| Feature | CCH® SureTax® Platform | Ortto | ActiveCampaign | 
|---|---|---|---|
| **Ad Network Integrations ** | Not enough data | Not enough data | Not enough data | 
| **Buyer Intent Data Integration** | Not enough data | Not enough data | Not enough data | 
| **Marketing Automation Integration** | Not enough data | Not enough data | Not enough data | 
| **CRM Integration** | Not enough data | Not enough data | Not enough data | 

### Mobile Marketing

| Product | Score | Reviews |
|---|---|---|
| **CCH® SureTax® Platform** | N/A | N/A |
| **Ortto** | 8.5/10 | 31 |
| **ActiveCampaign** | N/A | N/A |

#### Analysis

| Feature | CCH® SureTax® Platform | Ortto | ActiveCampaign | 
|---|---|---|---|
| **Application Attribution** | Not enough data | 8.4 (18 reviews) ✓ Verified | Not enough data | 
| **Campaign Analysis** | Not enough data | 9.3 (22 reviews) ✓ Verified | Not enough data | 
| **Uninstall Tracking** | Not enough data | 8.3 (17 reviews) ✓ Verified | Not enough data | 
| **Custom Dashboards** | Not enough data | 7.9 (21 reviews) ✓ Verified | Not enough data | 

#### Campaigns

| Feature | CCH® SureTax® Platform | Ortto | ActiveCampaign | 
|---|---|---|---|
| **Proximity Marketing** | Not enough data | 7.5 (21 reviews) | Not enough data | 
| **Push Notifications** | Not enough data | 8.9 (17 reviews) | Not enough data | 
| **Bulk SMS** | Not enough data | 8.2 (19 reviews) | Not enough data | 
| **Two-Way Text Messaging** | Not enough data | 8.8 (16 reviews) ✓ Verified | Not enough data | 
| **Email Campaigns** | Not enough data | 9.3 (25 reviews) ✓ Verified | Not enough data | 
| **Audience Segmentation** | Not enough data | 8.9 (23 reviews) ✓ Verified | Not enough data | 

#### Engagement

| Feature | CCH® SureTax® Platform | Ortto | ActiveCampaign | 
|---|---|---|---|
| **Coupons and Promotions** | Not enough data | 8.4 (18 reviews) ✓ Verified | Not enough data | 

#### Platform

| Feature | CCH® SureTax® Platform | Ortto | ActiveCampaign | 
|---|---|---|---|
| **Optimization** | Not enough data | 8.7 (23 reviews) ✓ Verified | Not enough data | 
| **Integrations - Mobile Marketing** | Not enough data | 8.3 (22 reviews) ✓ Verified | Not enough data | 
| **Internationalization** | Not enough data | 8.1 (20 reviews) ✓ Verified | Not enough data | 

#### Agentic AI - Mobile Marketing

| Feature | CCH® SureTax® Platform | Ortto | ActiveCampaign | 
|---|---|---|---|
| **Autonomous Task Execution** | Not enough data | Not enough data | Not enough data | 
| **Multi-step Planning** | Not enough data | Not enough data | Not enough data | 
| **Cross-system Integration** | Not enough data | Not enough data | Not enough data | 
| **Adaptive Learning** | Not enough data | Not enough data | Not enough data | 
| **Proactive Assistance** | Not enough data | Not enough data | Not enough data | 
| **Decision Making** | Not enough data | Not enough data | Not enough data | 

### Marketing Analytics

| Product | Score | Reviews |
|---|---|---|
| **CCH® SureTax® Platform** | N/A | N/A |
| **Ortto** | 8.4/10 | 62 |
| **ActiveCampaign** | N/A | N/A |

#### Marketing Operations

| Feature | CCH® SureTax® Platform | Ortto | ActiveCampaign | 
|---|---|---|---|
| **ROI Tracking** | Not enough data | 7.9 (32 reviews) ✓ Verified | Not enough data | 
| **Data Collection** | Not enough data | 8.6 (44 reviews) ✓ Verified | Not enough data | 
| **Customer Insights** | Not enough data | 8.4 (42 reviews) ✓ Verified | Not enough data | 
| **Multi-User Access** | Not enough data | 8.8 (38 reviews) ✓ Verified | Not enough data | 
| **Spend Management** | Not enough data | Feature Not Available | Not enough data | 
| **White Label** | Not enough data | Feature Not Available | Not enough data | 

#### Campaign Activity

| Feature | CCH® SureTax® Platform | Ortto | ActiveCampaign | 
|---|---|---|---|
| **Campaign Insights** | Not enough data | 8.6 (53 reviews) ✓ Verified | Not enough data | 
| **Reports and Dashboards** | Not enough data | 8.6 (53 reviews) ✓ Verified | Not enough data | 
| **Campaign Stickiness** | Not enough data | 8.2 (42 reviews) ✓ Verified | Not enough data | 
| **Multichannel Tracking** | Not enough data | 8.3 (41 reviews) ✓ Verified | Not enough data | 
| **Brand Optimization** | Not enough data | 8.1 (43 reviews) ✓ Verified | Not enough data | 
| **Predictive Analytics** | Not enough data | 8.5 (18 reviews) | Not enough data | 

#### Agentic AI - Marketing Analytics

| Feature | CCH® SureTax® Platform | Ortto | ActiveCampaign | 
|---|---|---|---|
| **Autonomous Task Execution** | Not enough data | Not enough data | Not enough data | 
| **Cross-system Integration** | Not enough data | Not enough data | Not enough data | 
| **Proactive Assistance** | Not enough data | Not enough data | Not enough data | 

### AI Agents

| Product | Score | Reviews |
|---|---|---|
| **CCH® SureTax® Platform** | N/A | N/A |
| **Ortto** | N/A | N/A |
| **ActiveCampaign** | N/A | N/A |

#### Agentic AI - AI Agents

| Feature | CCH® SureTax® Platform | Ortto | ActiveCampaign | 
|---|---|---|---|
| **Autonomous Task Execution** | Not enough data | Not enough data | Not enough data | 
| **Multi-step Planning** | Not enough data | Not enough data | Not enough data | 
| **Cross-system Integration** | Not enough data | Not enough data | Not enough data | 
| **Adaptive Learning** | Not enough data | Not enough data | Not enough data | 
| **Natural Language Interaction** | Not enough data | Not enough data | Not enough data | 
| **Proactive Assistance** | Not enough data | Not enough data | Not enough data | 
| **Decision Making** | Not enough data | Not enough data | Not enough data | 

---
## Categories

**Unique to CCH® SureTax® Platform (1):** [Sales Tax and VAT Compliance Software](https://www.g2.com/categories/sales-tax-and-vat-compliance)

**Unique to Ortto (12):** [Pop-Up Builder Software](https://www.g2.com/categories/pop-up-builder), [Customer Journey Mapping Tools](https://www.g2.com/categories/customer-journey-mapping), [Email Template Builder Software](https://www.g2.com/categories/email-template-builder), [Personalization Software](https://www.g2.com/categories/personalization), [Online Form Builder Software](https://www.g2.com/categories/online-form-builder), [Customer Data Platforms (CDP)](https://www.g2.com/categories/customer-data-platform-cdp), [E-Commerce Data Integration Software](https://www.g2.com/categories/e-commerce-data-integration), [Marketing Analytics Software](https://www.g2.com/categories/marketing-analytics), [Lead Scoring Software](https://www.g2.com/categories/lead-scoring), [Lead Capture Software](https://www.g2.com/categories/lead-capture), [Mobile Marketing Software](https://www.g2.com/categories/mobile-marketing), [Marketing Automation Software](https://www.g2.com/categories/marketing-automation)

**Unique to ActiveCampaign (18):** [AI Marketing Agents Software](https://www.g2.com/categories/ai-marketing-agents), [WhatsApp Marketing Software](https://www.g2.com/categories/whatsapp-marketing), [Marketing Automation Software](https://www.g2.com/categories/marketing-automation), [CRM Software](https://www.g2.com/categories/crm), [Email Deliverability Tools](https://www.g2.com/categories/email-deliverability), [Pop-Up Builder Software](https://www.g2.com/categories/pop-up-builder), [SMS Marketing Software](https://www.g2.com/categories/sms-marketing), [Email Template Builder Software](https://www.g2.com/categories/email-template-builder), [E-Commerce Personalization Software](https://www.g2.com/categories/e-commerce-personalization), [Sales Engagement Software](https://www.g2.com/categories/sales-engagement), [Conversational Marketing Software](https://www.g2.com/categories/conversational-marketing), [Online Form Builder Software](https://www.g2.com/categories/online-form-builder), [Landing Page Builders](https://www.g2.com/categories/landing-page-builders), [Sales Analytics Software](https://www.g2.com/categories/sales-analytics), [Lead Scoring Software](https://www.g2.com/categories/lead-scoring), [Attribution Software](https://www.g2.com/categories/attribution), [Social Media Advertising Software](https://www.g2.com/categories/social-media-advertising), [Salesforce AppExchange Apps](https://www.g2.com/categories/salesforce-appexchange-apps)


---
## Reviewer Demographics

### By Company Size

| Segment | CCH® SureTax® Platform | Ortto | ActiveCampaign | 
|---|---|---|---|
| **Small-Business** | 45.5% | 70.5% | 91.9% | 
| **Mid-Market** | 45.5% | 27.1% | 7.2% | 
| **Enterprise** | 9.1% | 2.5% | 1.0% | 

### By Industry

#### CCH® SureTax® Platform

- **Accounting:** 58.3%
- **Information Technology and Services:** 16.7%
- **Law Practice:** 8.3%
- **Human Resources:** 8.3%
- **Financial Services:** 8.3%

#### Ortto

- **Marketing and Advertising:** 13.5%
- **Computer Software:** 12.0%
- **Information Technology and Services:** 8.4%
- **Financial Services:** 4.4%
- **Internet:** 3.8%
- **Health, Wellness and Fitness:** 3.5%
- **Non-Profit Organization Management:** 2.6%
- **Insurance:** 2.6%
- **Real Estate:** 2.5%
- **E-Learning:** 2.1%
- **Other:** 44.6%

#### ActiveCampaign

- **Marketing and Advertising:** 14.4%
- **Health, Wellness and Fitness:** 11.3%
- **Professional Training & Coaching:** 9.2%
- **E-Learning:** 4.5%
- **Computer Software:** 3.3%
- **Financial Services:** 3.2%
- **Information Technology and Services:** 3.2%
- **Education Management:** 2.9%
- **Management Consulting:** 2.6%
- **Real Estate:** 2.6%
- **Other:** 43.0%

---
## Alternatives

### Alternatives to CCH® SureTax® Platform

- [Avalara](https://www.g2.com/products/avalara/reviews) — 4.0/5 stars (816 reviews)
- [Vertex](https://www.g2.com/products/vertex-inc-vertex/reviews) — 4.4/5 stars (466 reviews)
- [ONESOURCE](https://www.g2.com/products/thomson-reuters-onesource/reviews) — 3.8/5 stars (30 reviews)
- [TaxJar](https://www.g2.com/products/taxjar/reviews) — 4.7/5 stars (252 reviews)
- [Webgility](https://www.g2.com/products/webgility/reviews) — 4.6/5 stars (377 reviews)
- [Zoho Books](https://www.g2.com/products/zoho-books/reviews) — 4.4/5 stars (327 reviews)
- [Sovos](https://www.g2.com/products/sovos/reviews) — 4.2/5 stars (90 reviews)
- [Anrok](https://www.g2.com/products/anrok/reviews) — 4.4/5 stars (288 reviews)
- [Paddle](https://www.g2.com/products/paddle/reviews) — 4.5/5 stars (237 reviews)
- [FastSpring](https://www.g2.com/products/fastspring/reviews) — 4.5/5 stars (187 reviews)

### Alternatives to Ortto

- [Klaviyo](https://www.g2.com/products/klaviyo/reviews) — 4.6/5 stars (1355 reviews)
- [Iterable](https://www.g2.com/products/iterable/reviews) — 4.4/5 stars (826 reviews)
- [LocaliQ](https://www.g2.com/products/localiq/reviews) — 4.5/5 stars (1071 reviews)
- [Act-On](https://www.g2.com/products/act-on/reviews) — 4.1/5 stars (1070 reviews)
- [Constant Contact Advanced Automation](https://www.g2.com/products/constant-contact-advanced-automation/reviews) — 4.4/5 stars (960 reviews)
- [HubSpot Marketing Hub](https://www.g2.com/products/hubspot-marketing-hub/reviews) — 4.4/5 stars (14808 reviews)
- [Omnisend](https://www.g2.com/products/omnisend/reviews) — 4.6/5 stars (1193 reviews)
- [GetResponse](https://www.g2.com/products/getresponse/reviews) — 4.3/5 stars (1127 reviews)
- [Adobe Campaign](https://www.g2.com/products/adobe-campaign/reviews) — 4.1/5 stars (347 reviews)
- [Adobe Marketo Engage](https://www.g2.com/products/adobe-marketo-engage/reviews) — 4.1/5 stars (3138 reviews)

### Alternatives to ActiveCampaign

- [Klaviyo](https://www.g2.com/products/klaviyo/reviews) — 4.6/5 stars (1355 reviews)
- [Brevo Marketing Platform](https://www.g2.com/products/brevo-marketing-platform/reviews) — 4.5/5 stars (2570 reviews)
- [HubSpot Marketing Hub](https://www.g2.com/products/hubspot-marketing-hub/reviews) — 4.4/5 stars (14808 reviews)
- [Constant Contact Advanced Automation](https://www.g2.com/products/constant-contact-advanced-automation/reviews) — 4.4/5 stars (960 reviews)
- [Agentforce Marketing (formerly Salesforce Marketing Cloud)](https://www.g2.com/products/agentforce-marketing-formerly-salesforce-marketing-cloud/reviews) — 4.0/5 stars (4628 reviews)
- [Freshsales](https://www.g2.com/products/freshsales/reviews) — 4.5/5 stars (1234 reviews)
- [Dotdigital](https://www.g2.com/products/dotdigital/reviews) — 4.4/5 stars (1215 reviews)
- [Ontraport](https://www.g2.com/products/ontraport/reviews) — 4.5/5 stars (224 reviews)
- [Intuit Mailchimp All-in-One Marketing Platform](https://www.g2.com/products/intuit-mailchimp-all-in-one-marketing-platform/reviews) — 4.4/5 stars (5426 reviews)
- [Braze](https://www.g2.com/products/braze/reviews) — 4.5/5 stars (1684 reviews)

---
## Top Discussions

### CCH® SureTax® Platform

No discussions available for this product.

### Ortto

- Title: [What Integrations does Ortto have?](https://www.g2.com/discussions/what-integrations-does-ortto-have) — 1 comment, 1 upvote
  > **Top comment:** "Hi Mark, Thanks for the question! 

Ortto has powerful no- and low-code integrations with Salesforce, Stripe, Pipedrive, Facebook, Recurly, Zendesk, Google..."
- Title: [What is Ortto used for?](https://www.g2.com/discussions/ortto-what-is-ortto-used-for) — 1 comment
  > **Top comment:** "Comment deleted by user."

### ActiveCampaign

- Title: [What is ActiveCampaign used for?](https://www.g2.com/discussions/what-is-activecampaign-used-for) — 20 comments
  > **Top comment:** "Email Marketing. "
- Title: [Does ActiveCampaign have a CRM?](https://www.g2.com/discussions/does-activecampaign-have-a-crm) — 7 comments
  > **Top comment:** "YES, for an additional charge"
- Title: [Is anyone able to tell me how to increase my conversion rate?](https://www.g2.com/discussions/is-anyone-able-to-tell-me-how-to-increase-my-conversion-rate) — 6 comments, 1 upvote
  > **Top comment:** "Heidi, which conversion rate are you trying to improve? There are multiple conversion points in any campaign. There's the open rate, click through rate, and..."
- Title: [How can I use goals effectively in my automations?](https://www.g2.com/discussions/26082-how-can-i-use-goals-effectively-in-my-automations) — 4 comments, 2 upvotes
  > **Top comment:** "Hi Max -  I'll paste the official AC definition here and then comment with an example:

"a Goal action is a way to move a contact to another location..."
- Title: [Why doesn't anyone have a YouTube channel exhausting all the uses and capabilities of ActiveCampaign? I would love to see a channel and I'd love to see the AC Consultants hosting their own meetups and pushing the platform but I guess that is just me!](https://www.g2.com/discussions/why-doesn-t-anyone-have-a-youtube-channel-exhausting-all-the-uses-and-capabilities-of-activecampaign-i-would-love-to-see-a-channel-and-i-d-love-to-see-the-ac-consultants-hosting-their-own-meetups-and-pushing-the-platform-but-i-guess-that-is-just-me) — 4 comments, 1 upvote
  > **Top comment:** "You're not alone, I'd love that too!"

---
**Source:** [G2.com](https://www.g2.com) | [Comparison Page](https://www.g2.com/compare/cch-suretax-platform-vs-ortto-vs-activecampaign)