# CCH® SureTax® Platform vs Vertex Comparison
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## AI Generated Summary
- **G2 reviewers report** that Vertex excels in overall user satisfaction, boasting a significantly higher score compared to CCH® SureTax® Platform. Users appreciate Vertex's **excellent support** , noting that issues are resolved promptly and thoroughly, which enhances their overall experience.
- **Users say** that CCH® SureTax® Platform offers a comprehensive suite of tools, including options for **tax research** and document storage. However, some users feel it struggles to meet specific workflow needs, indicating potential configuration challenges that could hinder usability.
- **Reviewers mention** that Vertex's reporting filing system is particularly user-friendly, making it easy to navigate and understand. This ease of use is a significant advantage for daily operations, especially when compared to CCH® SureTax® Platform, which has received lower ratings in this area.
- **According to verified reviews** , CCH® SureTax® Platform is praised for its integrated tax package, especially the Axcess suite, which is noted for being **cloud-hosted** and relatively fast. However, the overall user satisfaction is lower, suggesting that while it has strong features, it may not fully meet user expectations.
- **Users highlight** that Vertex's additional tools, such as the Certificate Center and Vertex Returns, enhance its functionality and provide added value. This is a notable strength that sets Vertex apart, especially for enterprise-level users who require robust solutions.
- **Reviewers indicate** that while CCH® SureTax® Platform has some strong features, its overall support and product direction ratings are lower than those of Vertex. This could impact long-term satisfaction and the perception of the product as a reliable partner in business.



| | CCH® SureTax® Platform | Vertex | 
|---|---|---|
| **Star Rating** | 3.1 out of 5 | 4.4 out of 5 | 
| **Total Reviews** | 12 | 466 | 
| **Largest Market Segment** | Small-Business (45.5% of reviews) | Enterprise (56.4% of reviews) | 
| **Entry Level Price** | No pricing available | No pricing available | 

---
## Top Pros & Cons

### CCH® SureTax® Platform

Pros:
- Reporting (1 reviews)

Cons:
- Improvement Needed (1 reviews)

### Vertex

Pros:
- Tax Automation (40 reviews)
- Ease of Use (39 reviews)

Cons:
- Improvement Needed (72 reviews)
- Complex Interface (29 reviews)

---
## Ratings Comparison
| Rating | CCH® SureTax® Platform | Vertex | 
|---|---|---|
  | **Meets Requirements** | 7.5 (10 reviews) | 8.3 (141 reviews) | 
  | **Ease of Use** | 6.1 (9 reviews) | 8.1 (362 reviews) | 
  | **Ease of Setup** | Not enough data | 7.7 (292 reviews) | 
  | **Ease of Admin** | Not enough data | 8.4 (80 reviews) | 
  | **Quality of Support** | 5.7 (9 reviews) | 7.7 (138 reviews) | 
  | **Has the product been a good partner in doing business?** | 6.0 (5 reviews) | 8.2 (105 reviews) | 
  | **Product Direction (% positive)** | 1.8 (10 reviews) | 7.9 (138 reviews) | 

---
## Pricing

### CCH® SureTax® Platform

#### Entry-Level Pricing

No pricing available

#### Free Trial

No information available

### Vertex

#### Entry-Level Pricing

No pricing available

#### Free Trial

No information available

---
## Features Comparison By Category

### Sales Tax and VAT Compliance

| Product | Score | Reviews |
|---|---|---|
| **CCH® SureTax® Platform** | N/A | N/A |
| **Vertex** | 8.0/10 | 41 |

#### Tracking

| Feature | CCH® SureTax® Platform | Vertex | 
|---|---|---|
| **Sales Tax** | Not enough data | 8.9 (37 reviews) | 
| **VAT** | Not enough data | 8.2 (22 reviews) | 
| **GST** | Not enough data | 7.7 (20 reviews) | 
| **Exemptions** | Not enough data | 8.3 (27 reviews) | 
| **Adjustments** | Not enough data | 7.7 (22 reviews) | 
| **Localization** | Not enough data | 8.0 (24 reviews) | 

#### Integrations

| Feature | CCH® SureTax® Platform | Vertex | 
|---|---|---|
| **Integrations** | Not enough data | 7.9 (30 reviews) | 

#### Remittance

| Feature | CCH® SureTax® Platform | Vertex | 
|---|---|---|
| **Returns** | Not enough data | 8.9 (29 reviews) | 
| **Notifications** | Not enough data | 8.2 (27 reviews) | 
| **Global/Cross Borders** | Feature Not Available | 7.4 (19 reviews) | 
| **Analytics** | Not enough data | 7.3 (21 reviews) | 

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

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

### Corporate Tax

| Product | Score | Reviews |
|---|---|---|
| **CCH® SureTax® Platform** | N/A | N/A |
| **Vertex** | 7.0/10 | 6 |

#### Tax Planning

| Feature | CCH® SureTax® Platform | Vertex | 
|---|---|---|
| **Strategies** | Not enough data | 6.3 (5 reviews) | 
| **Exemptions** | Not enough data | 5.7 (5 reviews) | 
| **Credits** | Not enough data | 6.7 (5 reviews) | 
| **Estimations** | Not enough data | 7.5 (6 reviews) | 

#### Tax Filing

| Feature | CCH® SureTax® Platform | Vertex | 
|---|---|---|
| **Calculations** | Not enough data | 7.2 (6 reviews) | 
| **Rules & Regulations** | Not enough data | 7.0 (5 reviews) | 
| **Reporting** | Not enough data | 7.8 (6 reviews) | 

#### Workflows

| Feature | CCH® SureTax® Platform | Vertex | 
|---|---|---|
| **Integrations** | Not enough data | 7.5 (6 reviews) | 
| **Importing** | Not enough data | 7.3 (5 reviews) | 

### SAP Store

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

#### Agentic AI - SAP Store

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

---
## Categories
**Shared Categories (1):** [Sales Tax and VAT Compliance Software](https://www.g2.com/categories/sales-tax-and-vat-compliance)


**Unique to Vertex (2):** [Corporate Tax Software](https://www.g2.com/categories/corporate-tax), [SAP Store Software](https://www.g2.com/categories/sap-store)


---
## Reviewer Demographics

### By Company Size

| Segment | CCH® SureTax® Platform | Vertex | 
|---|---|---|
| **Small-Business** | 45.5% | 19.3% | 
| **Mid-Market** | 45.5% | 24.3% | 
| **Enterprise** | 9.1% | 56.4% | 

### 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%

#### Vertex

- **Retail:** 15.4%
- **Manufacturing:** 9.9%
- **Accounting:** 7.9%
- **Information Technology and Services:** 4.8%
- **Financial Services:** 4.6%
- **Computer Software:** 4.0%
- **Consumer Goods:** 3.7%
- **Hospital & Health Care:** 3.5%
- **Oil & Energy:** 3.3%
- **Wholesale:** 3.1%
- **Other:** 39.6%

---
## Alternatives

### Alternatives to CCH® SureTax® Platform

- [Avalara](https://www.g2.com/products/avalara/reviews) — 4.0/5 stars (825 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 (378 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 (92 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 (239 reviews)
- [FastSpring](https://www.g2.com/products/fastspring/reviews) — 4.5/5 stars (187 reviews)
- [Lappa](https://www.g2.com/products/lappa/reviews) — 4.9/5 stars (153 reviews)

### Alternatives to Vertex

- [Avalara](https://www.g2.com/products/avalara/reviews) — 4.0/5 stars (825 reviews)
- [TaxJar](https://www.g2.com/products/taxjar/reviews) — 4.7/5 stars (252 reviews)
- [Sovos](https://www.g2.com/products/sovos/reviews) — 4.2/5 stars (92 reviews)
- [ONESOURCE](https://www.g2.com/products/thomson-reuters-onesource/reviews) — 3.8/5 stars (30 reviews)
- [Webgility](https://www.g2.com/products/webgility/reviews) — 4.6/5 stars (378 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 (239 reviews)
- [Zoho Books](https://www.g2.com/products/zoho-books/reviews) — 4.4/5 stars (327 reviews)
- [Intuit ProConnect Tax](https://www.g2.com/products/intuit-proconnect-tax/reviews) — 4.4/5 stars (277 reviews)
- [FastSpring](https://www.g2.com/products/fastspring/reviews) — 4.5/5 stars (187 reviews)

---
## Top Discussions

### CCH® SureTax® Platform

No discussions available for this product.

### Vertex

- Title: [How often is O Series enhanced?](https://www.g2.com/discussions/how-often-is-o-series-enhanced) — 1 comment, 1 upvote *(includes official response)*
  > **Top comment:** "Version 8.0 is the latest O Series release which became available in March 2017. Functionality is enhanced as part of major releases (like 8.0) and service..."
- Title: [Can O Series complete Returns?](https://www.g2.com/discussions/can-o-series-complete-returns) — 1 comment, 1 upvote *(includes official response)*
  > **Top comment:** "While O Series can generate reports that support the filing of Returns it provides specific functionality that supports the exporting of transaction detail..."
- Title: [When are O Series data updates made available?](https://www.g2.com/discussions/when-are-o-series-data-updates-made-available) — 1 comment, 1 upvote *(includes official response)*
  > **Top comment:** "Vertex provides monthly updates to rates, rules, and jurisdictional information. For an On-Premise deployment, the updates are published onto the online..."
- Title: [How many clients are on O Series?](https://www.g2.com/discussions/how-many-clients-are-on-o-series) — 1 comment, 1 upvote *(includes official response)*
  > **Top comment:** "Over 1,500 licenses of O Series have been sold to date encompassing U.S. sales and use tax, VAT, retail, leasing and hospitality solutions. These licenses..."

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