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Wolters Kluwer CCH ProSystem fx

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Wolters Kluwer CCH ProSystem fx
Score 7.8 out of 10
N/A
Wolters Kluwer offers the ProSystem fx Suite (also the CCH ProSystem fx Suite editions with similar capabilities), a workflow management suite with document management system for accounting firms. The solution presents centralized firm management capabilities with firm, employee and client dashboard, project and contact management, and billing / invoicing, as well as reporting and marketing capabilities.N/A
Pricing
Wolters Kluwer CCH ProSystem fx
Editions & Modules
No answers on this topic
Offerings
Pricing Offerings
Wolters Kluwer CCH ProSystem fx
Free Trial
No
Free/Freemium Version
No
Premium Consulting/Integration Services
No
Entry-level Setup FeeNo setup fee
Additional Details—
More Pricing Information
Community Pulse
Wolters Kluwer CCH ProSystem fx
User Ratings
Wolters Kluwer CCH ProSystem fx
Likelihood to Recommend
7.7
(0 ratings)
User Testimonials
Wolters Kluwer CCH ProSystem fx
Likelihood to Recommend
Wolters Kluwer CCH ProSystem fx is best suited for more experienced tax professionals that typically prepare more complicated individual returns (1040). It is also well suited for firms that prepare corporate, partnerships, estate/trusts, and other more detailed returns that require K-1's. The application is good for small and large teams due to the workflow that keeps everyone on the same page. For smaller firms that prepare simple returns, there are other products in the market to fulfill those needs.
Verified User
Anonymous
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Pros
  • Easy to use platform
  • Document retention accessibility
  • Digital library to prevent duplication of work
AB
Andrew Bogren
Audit Manager
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Cons
  • Sometimes opening the Document program can be slow--I have to be patient.
  • Lots of options and commands, takes some time to get used to and master the programs.
Verified User
Anonymous
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Alternatives Considered
We use Thomson Reuters suite for payroll purposes but they do offer the same services as Wolters Kluwer does. I have heard from companies that do use Thomson Reuters tax and they are happy with it. As mentioned, I was not present at this firm when CCH was purchased so I am not sure if any comparisons were done between the two
Verified User
Anonymous
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