# Compare Canopy vs CCH ProSystem fx 2026 | Capterra

> Unsure of what to choose? Check Capterra to compare Canopy and CCH ProSystem fx based on pricing, features, product details, and verified reviews.

Source: https://www.capterra.com/compare/150647-176070/Canopy-Tax-vs-CCH-ProSystem-fx

---

# Canopy vs CCH ProSystem fx Features and Cost Comparison

Last updated March 13th, 2026

Provider data verified by our Software Research team, and reviews  
moderated by our Reviews Verification team.[Learn more](https://www.capterra.com/our-story/)

Your comparison:

CanopyCCH ProSystem fx2/4 selected

[Canopy](https://www.capterra.com/p/150647/Canopy-Tax/)[4.5 (286)](https://www.capterra.com/p/150647/Canopy-Tax/reviews/)

[CCH ProSystem fx](https://www.capterra.com/p/176070/CCH-ProSystem-fx/)[4.1 (63)](https://www.capterra.com/p/176070/CCH-ProSystem-fx/reviews/)

[## Canopy](https://www.capterra.com/p/150647/Canopy-Tax/)[4.5 (286)](https://www.capterra.com/p/150647/Canopy-Tax/reviews/)

Starting Price

$22.00/month

Value-for-Money

4.2

Functionality

4.3

Ease of Use

4.5

Customer Service

4.5

Reviews Sentiment

Based on [286 reviews](#user-reviews)

Positive

267

Neutral

9

Negative

10

[## CCH ProSystem fx](https://www.capterra.com/p/176070/CCH-ProSystem-fx/)[4.1 (63)](https://www.capterra.com/p/176070/CCH-ProSystem-fx/reviews/)

Starting Price

Contact vendor

Value-for-Money

3.6

Functionality

4.1

Ease of Use

3.9

Customer Service

3.8

Reviews Sentiment

Based on [63 reviews](#user-reviews)

Positive

48

Neutral

9

Negative

6

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## Summary

* * *

Features in Tax Practice Management Software

Best performer

37 / 39

Only Canopy

-   Access Controls/Permissions
-   ACH Payment Processing
-   Activity Dashboard

9 / 39

Only CCH ProSystem fx

-   Tax Filing

User satisfaction

User satisfaction

4.5

User reviews[286](https://www.capterra.com/p/150647/Canopy-Tax/reviews/)

Ease of use

4.5

Functionality

4.3

Value for money

4.2

Customer support

4.5

User satisfaction

4.1

User reviews[63](https://www.capterra.com/p/176070/CCH-ProSystem-fx/reviews/)

Ease of use

3.9

Functionality

4.1

Value for money

3.6

Customer support

3.8

Price starts from

Price starts from

$22Per User, Per Month

-   Free version
-   Free trial

Price starts from

\--

-   Free version
-   Free trial

Best for

Best for

Canopy is suited for midsize accounting firms in need of a comprehensive accounting practice management solution to organize their team, their workload, and their clients from one platform.

Best for

Designed for accounting firms, corporates, government, and more, a tax and accounting tool that offers binder lockdowns, user permissions, on-screen invoices, project tracks, account receivables, etc.

## User reviews

Pros & cons

AC

Amanda C.

Tecnical Services Administrator

> "It made accessing all client info faster, saves us time with files, helped us standardize processes, cut out busy work and..."

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7061441)

LV

Larissa V.

Office manager

> "That certain features aren't included like an appointment scheduler, or the ability to schedule Emails."

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7063679)

AL

Alina L.

Owner

> "It brings together client management, workflow tracking, document storage, and tax resolution tools into one centralized..."

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7061528)

VH

Veronique H.

Assistant

> "I also don't like the fact that I cannot bulk assign tasks within the task area, only within the client list."

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7064692)

NB

Neal B.

Office Manager

> "Our clients like it because they can more readily communicate with the tax preparers, unload documents, review the tax..."

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7078810)

CB

Cortland B.

Firm Owner

> "That pricing approach feels archaic and outdated."

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7061361)

AS

Andrew S.

Partner

> "The value you get for having most of the tech deck all in one spot cannot be beat! Plus it is pretty intuitive and has..."

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7061363)

AP

Alicia P.

COO

> "Tried to get assistance requesting a phone call, however no one called me. "

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7065848)

SB

Shari B.

Firm Administrator and Staff Accountant

> "This software really feels like it has been made for a small business but can grow with a company. If we didn't utilize..."

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7064783)

RP

Rachel P.

Partner

> "Customer Service has been hit or miss - sometimes very helpful and sometimes more frustrating."

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7061488)

MA

Max A.

CPA

> "Canopy is an all-in-one solution for our client information, files, portal, and time & billing. "

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7067782)

CE

Christina E.

Partner

> "Software was not really built for public accounting."

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7067692)

AS

Andrew S.

Partner

> "I have worked at a large firm and clients much prefer using this for file sharing, making payments and having everything..."

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7061363)

AK

Abby K.

Accounting Manager

> "Also, mobile access could be smoother it's functional, but not great on the go."

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#SoftwareAdvice___6851962)

MA

Mariela A.

Office Manager

> "Canopy gives us one clean, centralized place to manage client communication and tax workflow."

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7064790)

CE

Christina E.

Partner

> "Reporting has a lot to be desired. "

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7067692)

JA

Jassim A.

Insurance coordinator

> "Task management and client communication features reduce a lot of stress, and the system keeps everything organized without..."

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7061364)

CR

Christine R.

Founded CEO

> "I wish there was better customer service ."

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7069433)

SG

Sophie G.

Partner

> "The platform enables small businesses or solo practitioners to stay organized and operate with the efficiency of a larger..."

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7134217)

GB

Gabriel B.

job cost manager

> "Its a little slow sometimes but I am not sure if its our service."

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___6791156)

JA

Jassim A.

Insurance coordinator

> "Canopy unite all client information, files, and tasks into one place, which makes daily work much easier."

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7061364)

TS

Teresa S.

Owner

> "The cost of the product was too expensive for a small company."

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___6631016)

NH

Natalie H.

Certified Accounting Paraprofessional

> "The ability to securely share and receive files from clients is a game-changer!"

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7072260)

JO

John O.

CEO

> "We can't add new payments, can't run old payments and we now don't see decline codes. "

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___4799394)

MA

Mariela A.

Office Manager

> "From our side, it keeps us organized and compliant, and from the client’s side, it feels simple and professional, which is..."

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7064790)

BM

Brian M.

CPA

> "I personally feel that the e-signature process is a bit clunky, but that's probably just because I don't have much..."

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___4362597)

SG

Sophie G.

Partner

> "It has become an essential part of my daily operations and is especially well-suited for accounting and tax preparation work."

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7134217)

AL

Andrea L.

Owner

> "I will probably let go of the workflow module, though, when my subscription is up because there's a lack of collaboration..."

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___4092622)

LS

Lesley S.

VP Operations

> "The platform has improved efficiency across our firm and helped streamline key processes."

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7061894)

JF

Jayme F.

Secretary

> "That we did not know enough about how to get the reports we needed to keep up with how many returns we actually got out and..."

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___4385173)

KS

Kamila S.

Tax Manager

> "Canopy offers a very intuitive and well-organized platform that significantly improves workflow efficiency."

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7061404)

AH

Amy H.

Enrolled Agent

> "Recently the request transcript tool is not working when trying to request new updated transcripts."

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___4439535)

GA

Giselle A.

Accounting Operations Specialist

> "It’s modern and easy for clients to navigate, which makes the entire process smoother for our firm and our clients."

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7061365)

AM

Austin M.

Principal

> "That, and I found some of the automations (like engagement letters for example) were clunkier to use than those of..."

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___3747550)

CDG

Carra-Danielle G.

Office Admin. Facilities Operations

> "Canopy is a wonderful central hub for team communication, company updates, and resources."

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7044068)

Juventino G.

Owner

> "What keeps me at Canopy is not wanting to invest the time in moving my clients files over to a new system, notifying my..."

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___3215689)

DB

Detra B.

Business Administrator

> "Sharing files and receiving signatures has been beneficial for our firm."

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7061373)

SL

Shelley L.

Enrolled Agent

> "We often receive incoming calls in which the name listed on the caller ID is not the name of the actual person. "

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___4324695)

TS

Tomi S.

Admin Manager IT

> "The ability for the clients to have a portal is the best."

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7061480)

JB

Jessie B.

President

> "Small things, like I can lose track of tasks if I fail to assign them to someone."

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___4372385)

KB

Kalvin B.

Tax Accountant

> "We can just about complete our entire tax workflow and process through Canopy."

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7061369)

RW

Rachel W.

CEO

> "Also, the Calendar sync only uses my calendar not my shared calendars, so my staff doesn't see my schedule there"

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___3238178)

VR

Verified Reviewer

Analyst

> "Good for accounting and tax calculation needs for who want everything in one system. Once you get used to it, makes work..."

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7013073)

TR

Tina R.

Tax Manager

> "It doesn't have a client chat feature so organizing client correspondence by email can be somewhat difficult with the notes..."

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___3239614)

CN

Carrie N.

Tax Administrative manager

> "Love that we can do billing, client support, and workflows!"

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7073856)

DV

Daniel V.

Attorney

> "It just got too much to track and too expensive relative to other software providers."

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___3682021)

ML

Melissa L.

Owner

> "We LOVE that Canopy brings all the information and documentation needed to one place."

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7063956)

JP

Jamie P.

Bookkeeper

> "Time tracker is my least favorite as it's hard to remember to turn it off sometimes."

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___4371514)

KB

Kalvin B.

Tax Accountant

> "Also, integrating different AI features to help ease the overall experience."

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7061369)

VR

Verified Reviewer

Tax Project Admin

> "The Project Management Aspect point of view, tasks can be monitored, however, they are not represented in the best way to..."

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___3215647)

BB

BRIANA B.

Owner

> "Sharing and requesting files with clients is amazing!"

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7065066)

SS

Stephen S.

CEO

> "It is seemingly incomplete with a few things that seem to be easily fixable if they were given attention"

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___4385217)

AK

Abby K.

Accounting Manager

> "What I liked most about Canopy is how much time it saves managing client documents and deadlines."

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#SoftwareAdvice___6851962)

VR

Verified Reviewer

CPA

> "Setting up recurring tasks was challenging and I was unable to get it to work."

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___3820430)

LS

Leonid S.

Director of Tax Services

> "Organization of files in Canopy are very reliable and easy to go back and retrieve anything you need. "

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7074328)

JS

Julie S.

Owner

> "Some of the task templates are too detailed and my inbox gets loaded with emails I don’t want or need"

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___2864346)

SB

Shari B.

Firm Administrator and Staff Accountant

> "We really like that we can now access information from one "area" so to speak."

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7064783)

AR

Alison R.

CEO

> "This seems dumb and a waste of accounts, my and my team’s time, my money and the client perception and experience. If i as..."

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___3217403)

GK

Garrett K.

Managing Member

> "The ability to have tasks reoccur automatically is great!"

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7064800)

LC

Larry C.

Accounting Supervisor

> "I can create customized lists, but I can't download the customized list. "

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___3237724)

ML

Melissa L.

Owner

> "Managing work flow has never been easier with Canopy's intuitive tools."

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7063956)

VR

Verified Reviewer

CPA

> "Setting up tasks was more complicated than it needed to be."

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___3820430)

ML

Mike L.

Tax Manager

> "We are impressed by the continued improvements and features that have rolled out over the years and we look forward to..."

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7061512)

MH

Mary H.

Office Manager

> "Email search function is less than ideal/doesnt work at all from within a client."

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___3231813)

AR

Amy R.

Owner

> "Clients have no problems connecting to and using their Client Portal."

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7061422)

AW

Al W.

Enrolled Agent

> "Getting transcripts from the IRS using Canopy can be a challenge."

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___3225157)

PD

Pat D.

Senior Accountant

> "Canopy is an excellent piece of software for accounting firms."

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7061372)

DB

David B.

Owner/Manager

> "Moving actual data files has been an extremely slow process and has consumed many days of work."

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___3217509)

RP

Rachel P.

Partner

> "Overall its a decent product - price is comparable to other similar systems that integrate better though."

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7061488)

AR

Amanda R.

Payroll and HR Lead

> "Unable to change some titles of the saved folders"

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___3215719)

GA

Giselle A.

Accounting Operations Specialist

> "It was the best move for our firm to make the switch to this system."

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7061365)

NH

Nicole H.

Manager/Owner

> "The syncing with QBO hasn't been as easy as I'd like, but that may be an Intuit issue as well. "

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___3225096)

EJ

Emma J.

Administrative Specialist

> "They are always coming out with new features as well and trying to be an all inclusive platform."

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7061366)

AT

Audrey T.

PRACTICE MANAGER

> "Onboarding was a nightmare. "

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___4494408)

TS

Tomi S.

Admin Manager IT

> "The transition was difficult but once we started using it more it has been easier to function in."

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7061480)

TT

Tino T.

Accountant

> "Customer service response time can be slow at times"

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___3262512)

ML

Mike L.

Tax Manager

> "Overall, we have been very impressed by canopy and it has helped us run more efficiently and smoothly as a firm."

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7061512)

VR

Verified Reviewer

Owner

> "Customer service always says leaves a message and then never calls back."

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#GetApp___2979319)

GT

Gena T.

Director of Compliance

> "It's clean, intuitive, and easy for clients to upload and access documents."

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7061374)

NH

Nicole H.

Manager/Owner

> "I keep getting "Pull Failed". "

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___3225096)

[View Reviews](https://www.capterra.com/p/150647/Canopy-Tax/reviews/)

AW

Ashley W.

CPA

> "The best part for me for CCH ProSystem fx was the ability to open more than one tax return..."

[See full review](https://www.capterra.com/p/176070/CCH-ProSystem-fx/#Capterra___7053630)

LF

Lauren F.

Owner

> "I think some of them seem redundant and setting up/training to be an admin of the software..."

[See full review](https://www.capterra.com/p/176070/CCH-ProSystem-fx/#Capterra___7101008)

AW

Ashley W.

CPA

> "It was new software for us, and while there was a bit of a learning curve, it wasn't too..."

[See full review](https://www.capterra.com/p/176070/CCH-ProSystem-fx/#Capterra___7053630)

MH

Marjorie H.

Member

> "The system is not user friendly and requires so much user intervention to get a return..."

[See full review](https://www.capterra.com/p/176070/CCH-ProSystem-fx/#Capterra___7040614)

TG

Tammy G.

Firm Administrator

> "There are a lot of features that are integrated into their offerings."

[See full review](https://www.capterra.com/p/176070/CCH-ProSystem-fx/#Capterra___7046687)

AS

Amanda S.

Administrator

> "The cost for us is a big issue. "

[See full review](https://www.capterra.com/p/176070/CCH-ProSystem-fx/#Capterra___7065781)

LF

Lauren F.

Owner

> "I really appreciate the client service and the updates they push out regularly."

[See full review](https://www.capterra.com/p/176070/CCH-ProSystem-fx/#Capterra___7101008)

SW

Steve W.

Enrolled Agent

> "I have used it for several years and it the root cause of almost all of my frustration at..."

[See full review](https://www.capterra.com/p/176070/CCH-ProSystem-fx/#SoftwareAdvice___6466744)

TN

Tyler N.

Tax Manager

> "Its great if you work for a top 100/200 accounting firm as they can provide additional..."

[See full review](https://www.capterra.com/p/176070/CCH-ProSystem-fx/#Capterra___6680169)

SW

Steve W.

Enrolled Agent

> "Poor customer support. "

[See full review](https://www.capterra.com/p/176070/CCH-ProSystem-fx/#SoftwareAdvice___6466744)

MH

Marjorie H.

Member

> "I need to find a new company that has more user friendly software."

[See full review](https://www.capterra.com/p/176070/CCH-ProSystem-fx/#Capterra___7040614)

SW

Steve W.

Enrolled Agent

> "Not intuitive. "

[See full review](https://www.capterra.com/p/176070/CCH-ProSystem-fx/#SoftwareAdvice___6466744)

AW

Ashley W.

CPA

> "The overall experience in our firm with CCH was a positive one."

[See full review](https://www.capterra.com/p/176070/CCH-ProSystem-fx/#Capterra___7053630)

MJ

Michelle J.

Senior Accountant

> "Also, sometimes it's hard to find the support for how the program is calculating tax. "

[See full review](https://www.capterra.com/p/176070/CCH-ProSystem-fx/#Capterra___4318967)

LC

Linsay C.

Owner

> "I had a rough startup with CCH, but now that those issues have been resolved this software..."

[See full review](https://www.capterra.com/p/176070/CCH-ProSystem-fx/#Capterra___6007061)

CO

Catheirne O.

Partner

> "Lack of knowledge of support...if you actually are able to get to a live person on the..."

[See full review](https://www.capterra.com/p/176070/CCH-ProSystem-fx/#Capterra___4643664)

LC

Linsay C.

Owner

> "There are lots of videos and instructions available in the help section."

[See full review](https://www.capterra.com/p/176070/CCH-ProSystem-fx/#Capterra___6007061)

DS

David S.

Owner

> "Actively looking to switch as my heart will not take another tax season with no service."

[See full review](https://www.capterra.com/p/176070/CCH-ProSystem-fx/#SoftwareAdvice___3700943)

MJ

Michelle J.

Senior Accountant

> "The linking feature with Engagement is the best tool. "

[See full review](https://www.capterra.com/p/176070/CCH-ProSystem-fx/#Capterra___4318967)

LM

Lluvia M.

General Manager

> "The least thing I liked about the software is that sometimes certain fields cannot be..."

[See full review](https://www.capterra.com/p/176070/CCH-ProSystem-fx/#Capterra___2969797)

MJ

Michelle J.

Senior Accountant

> "The software is very easy to use even for the most complex returns. "

[See full review](https://www.capterra.com/p/176070/CCH-ProSystem-fx/#Capterra___4318967)

LC

Lauren C.

Managing Principal

> "Often, the fixes from support are only temporary, and similar issues occur."

[See full review](https://www.capterra.com/p/176070/CCH-ProSystem-fx/#SoftwareAdvice___3474473)

IC

Ivan C.

SMSF Audit Team Leader

> "Perfect for managing our client audits and achieve efficient workflow."

[See full review](https://www.capterra.com/p/176070/CCH-ProSystem-fx/#Capterra___3097141)

DS

David S.

Owner

> "NO CUSTOMER SERVICE!"

[See full review](https://www.capterra.com/p/176070/CCH-ProSystem-fx/#SoftwareAdvice___3700943)

ST

Savannah T.

CFO

> "I like that you can do more with this software than other tax programs."

[See full review](https://www.capterra.com/p/176070/CCH-ProSystem-fx/#Capterra___2985086)

MJ

Michelle J.

Senior Accountant

> "It is very expensive. "

[See full review](https://www.capterra.com/p/176070/CCH-ProSystem-fx/#Capterra___4318967)

VR

Verified Reviewer

Accountant

> "Clients receive an excellent tax return that is prepared well thanks to the software."

[See full review](https://www.capterra.com/p/176070/CCH-ProSystem-fx/#Capterra___2688109)

IY

Ilana Y.

Accountant

> "We have found through use that there are some bugs on the form 1116 that can't seem to be..."

[See full review](https://www.capterra.com/p/176070/CCH-ProSystem-fx/#Capterra___2685996)

Nazli P.

Senior technical archiect

> "Calculations are very accurate."

[See full review](https://www.capterra.com/p/176070/CCH-ProSystem-fx/#Capterra___3074499)

Joe M.

Tax Manager

> "tax is complicated so I get that they can't program fro everything that may come up but..."

[See full review](https://www.capterra.com/p/176070/CCH-ProSystem-fx/#Capterra___2286386)

[View Reviews](https://www.capterra.com/p/176070/CCH-ProSystem-fx/reviews/)

## User interface

4.53 (286)

[CCH ProSystem fx](https://www.capterra.com/p/176070/CCH-ProSystem-fx/)

4.13 (63)

### Features

Canopy

Top features

37/39

-   Access Controls/Permissions
-   Accounting
-   ACH Payment Processing
-   Activity Dashboard
-   AI Copilot
-   Alerts/Notifications
-   API
-   Approval Process Control
-   Audit Management
-   Bank Reconciliation
-   Billing & Invoicing
-   Cash Management
-   Client Management
-   Client Portal
-   Communication Management
-   Compliance Management
-   Configurable Workflow
-   Customizable Templates
-   Data Import/Export
-   Document Management
-   Document Storage
-   Document Templates
-   Due Date Tracking
-   Email Reminders
-   Employee Management
-   For Tax Practices
-   Generative AI
-   Mobile Access
-   Project Management
-   Real-Time Updates
-   Reporting & Statistics
-   Status Tracking
-   Task Management
-   Tax Filing
-   Tax Forms
-   Third-Party Integrations
-   Timesheet Management
-   Time Tracking
-   Workflow Management

[See all features](https://www.capterra.com/p/150647/Canopy-Tax/#features)

CCH ProSystem fx

9/39

-   Access Controls/Permissions
-   Accounting
-   ACH Payment Processing
-   Activity Dashboard
-   AI Copilot
-   Alerts/Notifications
-   API
-   Approval Process Control
-   Audit Management
-   Bank Reconciliation
-   Billing & Invoicing
-   Cash Management
-   Client Management
-   Client Portal
-   Communication Management
-   Compliance Management
-   Configurable Workflow
-   Customizable Templates
-   Data Import/Export
-   Document Management
-   Document Storage
-   Document Templates
-   Due Date Tracking
-   Email Reminders
-   Employee Management
-   For Tax Practices
-   Generative AI
-   Mobile Access
-   Project Management
-   Real-Time Updates
-   Reporting & Statistics
-   Status Tracking
-   Task Management
-   Tax Filing
-   Tax Forms
-   Third-Party Integrations
-   Timesheet Management
-   Time Tracking
-   Workflow Management

[See all features](https://www.capterra.com/p/176070/CCH-ProSystem-fx/#features)

### Recognition

Canopy is recognized as a top-rated tool in 3 Capterra Shortlist reports

No recognitions have been awarded to CCH ProSystem fx

### Deployment & support

Canopy

Deployment

-   Cloud, SaaS, Web-Based
-   Desktop Mac
-   Desktop Windows
-   Desktop Linux
-   On-Premise Windows
-   On-Premise Linux
-   Desktop Chromebook
-   Mobile Android
-   Mobile iPhone
-   Mobile iPad

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

CCH ProSystem fx

Deployment

-   Cloud, SaaS, Web-Based
-   Desktop Mac
-   Desktop Windows
-   Desktop Linux
-   On-Premise Windows
-   On-Premise Linux
-   Desktop Chromebook
-   Mobile Android
-   Mobile iPhone
-   Mobile iPad

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

### Company Details

Canopy

-   By Canopy
-   Located in United States
-   Founded in 2013

CCH ProSystem fx

-   By Wolters Kluwer
-   Located in United States
-   Founded in 1986

## Popular Comparisons

[Canopy](https://www.capterra.com/p/150647/Canopy-Tax/)[4.53 (286)](https://www.capterra.com/p/150647/Canopy-Tax/reviews/)

vs

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$22/month

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4.3

Features

4.3

4.5

Ease of Use

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[View full comparison](https://www.capterra.com/compare/150647-190778/Canopy-Tax-vs-QuickBooks-Online)

[CCH ProSystem fx](https://www.capterra.com/p/176070/CCH-ProSystem-fx/)[4.13 (63)](https://www.capterra.com/p/176070/CCH-ProSystem-fx/reviews/)

vs

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Contact vendor for pricing

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4.1

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[View full comparison](https://www.capterra.com/compare/176070-186749/CCH-ProSystem-fx-vs-TaxDome)

[Canopy](https://www.capterra.com/p/150647/Canopy-Tax/)[4.53 (286)](https://www.capterra.com/p/150647/Canopy-Tax/reviews/)

vs

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$22/month

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$2210/year

4.3

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4.4

4.5

Ease of Use

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[View full comparison](https://www.capterra.com/compare/150647-174984/Canopy-Tax-vs-QuickBooks-Enterprise)

[CCH ProSystem fx](https://www.capterra.com/p/176070/CCH-ProSystem-fx/)[4.13 (63)](https://www.capterra.com/p/176070/CCH-ProSystem-fx/reviews/)

vs

[Drake Tax](https://www.capterra.com/p/176133/Drake-Tax/)[3.79 (115)](https://www.capterra.com/p/176133/Drake-Tax/reviews/)

Contact vendor for pricing

Price

$349.99one time

4.1

Features

3.7

3.9

Ease of Use

3.8

[View full comparison](https://www.capterra.com/compare/176070-176133/CCH-ProSystem-fx-vs-Drake-Tax)

[Canopy](https://www.capterra.com/p/150647/Canopy-Tax/)[4.53 (286)](https://www.capterra.com/p/150647/Canopy-Tax/reviews/)

vs

[Xero](https://www.capterra.com/p/120109/Xero/)[4.40 (3,290)](https://www.capterra.com/p/120109/Xero/reviews/)

$22/month

Price

$25/month

4.3

Features

4.3

4.5

Ease of Use

4.4

[View full comparison](https://www.capterra.com/compare/120109-150647/Xero-vs-Canopy-Tax)

[Canopy](https://www.capterra.com/p/150647/Canopy-Tax/)[4.53 (286)](https://www.capterra.com/p/150647/Canopy-Tax/reviews/)

vs

[QuickBooks Desktop](https://www.capterra.com/p/212058/QuickBooks-Desktop-Pro/)[4.37 (2,558)](https://www.capterra.com/p/212058/QuickBooks-Desktop-Pro/reviews/)

$22/month

Price

$1922/year

4.3

Features

4.3

4.5

Ease of Use

4.3

[View full comparison](https://www.capterra.com/compare/150647-212058/Canopy-Tax-vs-QuickBooks-Desktop-Pro)

[Canopy](https://www.capterra.com/p/150647/Canopy-Tax/)[4.53 (286)](https://www.capterra.com/p/150647/Canopy-Tax/reviews/)

vs

[NetSuite](https://www.capterra.com/p/135757/NetSuite/)[4.23 (2,035)](https://www.capterra.com/p/135757/NetSuite/reviews/)

$22/month

Price

Contact vendor for pricing

4.3

Features

4.2

4.5

Ease of Use

4.0

[View full comparison](https://www.capterra.com/compare/135757-150647/NetSuite-vs-Canopy-Tax)

[Canopy](https://www.capterra.com/p/150647/Canopy-Tax/)[4.53 (286)](https://www.capterra.com/p/150647/Canopy-Tax/reviews/)

vs

[Sage Intacct](https://www.capterra.com/p/76/Intacct/)[4.29 (684)](https://www.capterra.com/p/76/Intacct/reviews/)

$22/month

Price

Contact vendor for pricing

4.3

Features

4.2

4.5

Ease of Use

4.2

[View full comparison](https://www.capterra.com/compare/76-150647/Intacct-vs-Canopy-Tax)

[Canopy](https://www.capterra.com/p/150647/Canopy-Tax/)[4.53 (286)](https://www.capterra.com/p/150647/Canopy-Tax/reviews/)

vs

[TaxDome](https://www.capterra.com/p/186749/TaxDome/)[4.72 (3,592)](https://www.capterra.com/p/186749/TaxDome/reviews/)

$22/month

Price

$800/year

4.3

Features

4.6

4.5

Ease of Use

4.5

[View full comparison](https://www.capterra.com/compare/150647-186749/Canopy-Tax-vs-TaxDome)

[Canopy](https://www.capterra.com/p/150647/Canopy-Tax/)[4.53 (286)](https://www.capterra.com/p/150647/Canopy-Tax/reviews/)

vs

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$22/month

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4.3

Features

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4.5

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[View full comparison](https://www.capterra.com/compare/150647-168740/Canopy-Tax-vs-Sage-One-UK)

[Canopy](https://www.capterra.com/p/150647/Canopy-Tax/)[4.53 (286)](https://www.capterra.com/p/150647/Canopy-Tax/reviews/)

vs

[QuickBooks Online Advanced](https://www.capterra.com/p/189398/QuickBooks-Online/)[4.43 (1,041)](https://www.capterra.com/p/189398/QuickBooks-Online/reviews/)

$22/month

Price

$235/month

4.3

Features

4.4

4.5

Ease of Use

4.4

[View full comparison](https://www.capterra.com/compare/150647-189398/Canopy-Tax-vs-QuickBooks-Online)

[Canopy](https://www.capterra.com/p/150647/Canopy-Tax/)[4.53 (286)](https://www.capterra.com/p/150647/Canopy-Tax/reviews/)

vs

[FreshBooks](https://www.capterra.com/p/142390/FreshBooks/)[4.48 (4,514)](https://www.capterra.com/p/142390/FreshBooks/reviews/)

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4.3

Features

4.3

4.5

Ease of Use

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