SureTax

What SureTax does

CCH SureTax is a cloud-based sales and use tax automation platform owned by Wolters Kluwer N.V. (Euronext Amsterdam: WKL), a Dutch public information solutions conglomerate. The platform delivers automated, transaction-level tax calculation across federal, state, local, county, and district jurisdictions, with real-time tax intelligence curated by an in-house team of tax experts. Its core product architecture combines a tax calculation engine, a continuously updated rates/rules database, configurable APIs for ERP, billing, and eCommerce integration, and a Power BI analytics dashboard for granular transaction reporting. Complementary modules include CCH SureTax Returns (filing and remittance) and CCH Sales Tax Rates and Rules (content database).

The platform is purpose-built for high-volume, complex, regulated industries — primarily telecom, construction, manufacturing, and retail/eCommerce, with secondary positioning in financial services, government, and nonprofit sectors. GTM is predominantly enterprise direct sales with consultative 'Request a Demo' and 'Request a Quote' motions, supported by a partner ecosystem that includes SAP and Microsoft technology integrations, a CPA referral partner program, telecom compliance partners, and consulting/SI partners. Implementation cycles typically run 60-90 days with dedicated project, technical, and functional consultants. Revenue is generated through annual SaaS subscriptions with quote-based pricing customized to transaction volume and integration scope; comprehensive support is bundled in. The product competes with indirect tax SaaS vendors in the sales-and-use tax automation category, with stated differentiators being accuracy at the transaction level, audit-ready documentation, and deep domain specialization in complex verticals.

Name

SureTax

Legal name

Wolters Kluwer N.V.

Website

https://suretax.com

Company type

Private

Founded year

2011

Operating status

Operating

Headcount range

5,001–10,000 employees

Short description

CCH SureTax is a cloud-based sales and use tax automation platform from Wolters Kluwer, serving enterprise customers in telecom, construction, manufacturing, and retail with real-time tax intelligence, transaction-level calculation, and ERP/billing/eCommerce integrations.

Ownership category

akta.pro rank

Product category

Sales and Use Tax Compliance Software

NAICS

Accounting, Tax Preparation, Bookkeeping, and Payroll Services (5412), Custom Computer Programming Services (541511)

SIC

Services-Computer Programming, Data Processing, Etc. (7370)

akta.pro primary industry

Revenue Systems, E-Filing & Digital Tax Administration (BPAIADAO)

akta.pro secondary industry

Tax Return Filing, Processing & Assessment (BPAIADAC)

Keywords

• Sales tax automation
• Use tax compliance
• Tax calculation software
• Indirect tax platform
• Tax compliance software

Headquarters

HQ city

Alpharetta

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Marketing or Sales, Operations, Infrastructure

Revenue model

1. Subscription Software (SaaS): Cloud-based subscription model with comprehensive support included at no additional charge. Annual or multi-year contracts implied by implementation timeline and enterprise sales motion.

Pricing tiers

Go-to-market motion1 record

Distribution channels4 records

Marketing channels6 records

Core offering

CCH SureTax is a cloud-based sales and use tax automation platform that delivers accurate, defensible tax compliance through end-to-end workflow automation. It provides real-time, expert-curated tax intelligence across federal, state, local, county, and district jurisdictions, enabling transaction-level tax calculation, rule tracking, nexus threshold monitoring, and audit-ready documentation. The platform integrates with ERP, billing, and eCommerce systems via configurable APIs and is targeted at high-volume, regulated industries including telecommunications, construction, manufacturing, and retail.

Product overview

CCH SureTax is a platform-plus-modules architecture comprising the core CCH SureTax sales and use tax platform with integrated modules for Returns management, Rates and Rules databases, and ERP/Billing/eCommerce Integrations. The platform is complemented by related products including CCH Axcess Tax for income tax compliance and CCH ProSystem fx Tax for tax preparation. Built by Wolters Kluwer, the solution delivers end-to-end sales and use tax automation with real-time tax intelligence, featuring Power BI analytics for advanced reporting. The product is designed for high-volume, complex, regulated industries including telecom, construction, manufacturing, and retail.

Differentiator

Problem solved

Functional benefit

Brands

• CCH SureTax Returns: Sales and use tax returns filing module under the CCH SureTax platform
• CCH Sales Tax Rates and Rules
• CCH Tagetik

Products and services

• CCH SureTax Complete and automated sales and use tax platform that delivers accurate and defensible tax compliance with end-to-end workflow automation. Provides real-time, expert-curated tax intelligence across federal, state, local, county, and district jurisdictions, transaction-level tax calculation, rule and rate tracking, nexus threshold monitoring, exempt certificate management, and audit-ready documentation. Cloud-based SaaS solution for enterprises in telecom, construction, manufacturing, retail, eCommerce, food and beverage, financial services, government, and nonprofit sectors.
• CCH Axcess Tax Cloud-based income tax compliance solution for corporate tax departments, part of the broader CCH Axcess suite from Wolters Kluwer. Offered as a related product alongside CCH SureTax for organizations needing both income tax and sales/use tax compliance.
• CCH ProSystem fx Tax Integrated tax preparation and compliance software for corporate tax offices, part of the Wolters Kluwer CCH ProSystem fx suite. Marketed as a related product for tax preparation workflows.

Quantifiable outcome

• Typical implementation takes 60-90 days with dedicated expert team support
• +1 more outcomes

Named customers1 record

Segments8 records

Ideal customer profiles2 records

Technology focussed Yes

API detail

Has API

Yes

API docs

API detail

Core technology

AI maturity

App detail

Integration6 records

Feature6 records

Partnerships

Four partnerships are on record, tiered core.

• SAPcoreTechnology or IntegrationSAP partnership for technology and development integration. CCH SureTax integrates with SAP ERP systems enabling seamless tax calculation and compliance within SAP environments for enterprise customers.
• MicrosoftcoreTechnology or IntegrationMicrosoft partnership providing technology integration capabilities. CCH SureTax leverages Microsoft technologies and integrates with Microsoft ecosystem for enterprise deployments.
• CPA Referral PartnerscoreChannel Partner/ Reseller/ DistributorCPA and accounting firm referral partner program enabling tax professionals to recommend CCH SureTax to their clients. Partners receive referral benefits for successful introductions.
• Consulting PartnerscoreImplementation/ SI/ Consulting PartnerSystem integration and consulting partners who help deploy and implement CCH SureTax for enterprise customers. Partners provide implementation services including ERP integration, configuration, and change management.

Scale indicators2 records

Recent moves6 records

Expansion highlights6 records

Market position

Competitive moat6 records

Key highlights6 records

Customer concentration

• Xx.com/cch_suretax
• YouTubeyoutube.com/channel/UCE60kNwW4romvsmlN284tzA
• Facebookfacebook.com/wolterskluwer
• LinkedInlinkedin.com/company/2483
• Instagraminstagram.com/wolterskluwertaaus

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about SureTax