Sales and Use Tax Software: Comparing the Leading Platforms

Candid Evaluations for Your Next Investment in a Compliance System

Recording of a 110-minute CPE webinar with Q&A

Conducted on Tuesday, September 29, 2009

Recorded event now available

or call 1-800-926-7926
Course Materials

This seminar will provide sales tax managers and their staffs with clear guidance and experienced perspectives to evaluate your compliance software needs, choose the right platform to meet your needs, and avoid wasting time and money on dead-ends.


A sales and use tax compliance platform is a critical business tool. At some point, your company will need to spend major dollars on new software, either with the latest version of your current vendor's system or by switching to an entirely new platform.

Now comes nail-biting time. How reliable and efficient are the latest offerings from Sabrix, Vertex, Taxware and the other major vendors? Which features can really deliver value to your tax function and which are overrated fluff?

When it comes to making a major corporate investment in new sales and use tax compliance software, the real-world experiences and suggestions from fellow tax professionals who have actually used this software are indispensable.

Listen as our panel of veteran tax professionals shares their observations to help you and your tax staff evaluate your software needs, choose the right platform to meet your needs, and avoid wasting your staff's time and company's money.



  1. Evaluation calculation software
    1. Differences and advantages among specific products
      1. Sabrix
      2. Vertex L Series
      3. Vertex Q Series
      4. Vertex O Series
      5. ADP Taxware
      6. CCH
      7. Pinpoint
  2. Return preparation software
    1. Differences and advantages among specific products
      1. Vertex Sales Tax Returns
      2. CorpSales
      3. ADP Taxware


The panel will help your company tax department make the right moves when it comes to:

  • Creating an RFP process that works most efficiently for your tax staff.
  • Scouting out how well software can be implemented in ERP environments.
  • Learning whether some packages make you upload rate changes yourself.
  • Gauging whether a vendor's customer support is great or lousy.
  • Comparing the advantages and disadvantages of Internet-based software.


Mike Hayes
Mike Hayes

The Gagnon Group

He has more than 11 years of client experience in implementation and installation of sales and use and VAT software. He...  |  Read More

Michael Figueroa
Michael Figueroa
Tax Systems Manager
Citadel Investment Group

He oversees tax compliance and tax data management for the investment management firm. Previously, he was senior vice...  |  Read More

Tony Chavez
Tony Chavez

Director of Tax Technology

He specializes in evaluation and implementation of third-party automated transaction tax software. He previously worked...  |  Read More

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