Sovos Features

Pricing was lower and was told that issues were handled quickly and we would have a one-on-one person to help deal with issues that arose.

Pricing based on number of transactions, multiple times during the negotiations, we asked if only the invoice counted or if estimates, sales orders, and invoices all counted and was told only invoices. This is not true, our annual bill more than tripled for the renewal. Issues are not handled quickly, we do not have a single person to help with issues. Tax is incorrectly calculated in many states, have to do all of the legwork in proving taxability in certain states. Intelligent Reporting module does not work most of the time. Reports from GTD & Intelligent Reporting do not even balance to each other. Correcting transactions is a nightmare.

Thank you for taking the time to express the pros and cons of working with Sovos. As the VP of Customer Success, I greatly value direct feedback from our clients and would appreciate the opportunity to collaborate with you on the challenges you identified to ensure that we are meeting our commitments to you. It's important to note that our investment in sales tax content and our tax determination engine...

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The software does what it is supposed to, it correctly calculates sales tax even on complex transactions. We use the program to calculate tax, store resale and exemption certificates and file our returns in 26 states.

the software is not one software and it really shows. If you are storing resale & exemption certificates they goes into one program. Once it is in the system it is transferred to another system. You can change the reason for exemption, let's say you pick educational but it should have been government. you need to go to another system, make the change there, then go back to the fist system and make the same change there. This follows across the whole platform, we use a certificate manager, tax determination, reporting, and tax filing. Each of these is a separate system and they don't talk to each other.

The software is pretty easy to understand and has most of the features you could want. For the features it doesn't have, there is usually a workaround that you can do that will allow you to collect and report the tax the way you need to.

The Sovos help desk is abysmal. When I run into an issue, my experience has been that the help desk will prioritize closing the ticket rather than helping the customer. I usually end up fixing the problem myself for one reason or another. Usually it's because the help desk says that my problem is not actually a problem, and they will therefore not be fixing it. However, sometimes I fix the issue myself because the help desk can't figure out what went wrong to cause the issue.

Flexibility. We process 1099s, 1042s, T4As & T4A-NRs. This application allows us the ability to upload our files to the RFM, import everything ourselves and then research & resolve errors. We involve our M.S.R. when technical issues arise but, outside of that, we're able to process our 16,000 forms each year pretty independently.

It has a limited country table. We operate in over 300 countries and some of the forms we send out say "other country" in the mailing address because our payee resides in a country not included in the Taxport country table.

The software is very user friendly. We use Sovos for our tax calculations as well as to import information into our tax forms for filing. It has been a big help. It is a much better tax program than our old software,and we are able to get better reporting from this software as well.

At first we had an issue with support getting back to us, however, lately that has not been an issue.

We do like the Data Editor module of Sovos sales tax software which allows tailored customizations to our particular lines of business. The best feature for us is the management and collection of exemption certificates from customers through Certificate Manager, this is a very basic bread and butter requirement on tax departments and Sovos makes it so much easier.

We have had a lot of turnover in our Sovos team partners/analysts. It makes it hard to always get them up to speed.

Reporting tools are helpful. Overall logic works well.

User experience can be drastically improved, feels like the end user was not kept in mind for the design aspect. It should be simple and easy to use and its really not, to much information and it isn't organized in a manner to maximize this info. Threshold reporting for various jurisdictions is a must and is missing.

Karl, thank you so much for your feedback. Sovos is dedicated to transforming our customer experience, so much so that we recently established an entire department dedicated to the very topics you bring up, like seamless hand-offs between departments. Simultaneously we are investing significantly to rebuild several of our most-popular products to be even faster and with intuitive, consumer-grade experiences. As VP of customer experience, I would love to learn more from you so that we can make sure that we are meeting your needs as we undergo this transformation! Please reach out to me directly at lisa.holmquest@sovos.com and we can find a convenient time to talk. Sincerely, Lisa Holmquest VP of Customer Experience

I like the fact that we can enter information into an excel spreadsheet for uploading to the SOVOS system. This make it much easier than entering single information for multiple employees.

My biggest beef with this software is that the site is very difficult to navigate unless you are given step by step instructions.

report products were what I needed. good selection of reports

ease of use was a little cumbersome. it took a little time to get used to.