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Vertex vs CCH ProSystem fx: Which is a better fit?

Updated on September 8th, 2024
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Summary
Features in Tax Practice Management
9
Best performer
37
  • Approval Process Control
  • Compliance Management
  • Data Import/Export
7
37
  • Client Management
  • Workflow Management
User satisfaction
4.3
User reviews77
Ease of use
4.0
Functionality
4.2
Value for money
4.0
Customer support
4.0
4.3
User reviews53
Ease of use
4.0
Functionality
4.2
Value for money
3.8
Customer support
3.8
Price starts from
Not provided by vendor
Free version
Free trial
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Not provided by vendor
Free version
Free trial
Best for

Vertex leverages a 40-year singular focus on tax technology to develop solutions and services to support business growth for companies of all sizes around the world.

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
1 / 4
View Reviews
1 / 4
View Reviews
Video reviews
No video reviews yet
No video reviews yet
User interface
No videos provided by vendor
No videos provided by vendor
160387
5 screenshots
176070
1 screenshot

Vertex

Top Features
9/37
  • Access Controls/Permissions
  • Accounting
  • ACH Payment Processing
  • Activity Dashboard
  • Alerts/Notifications
  • API
  • Audit Management
  • Bank Reconciliation
  • Cash Management
  • Client Management
  • Client Portal
  • Communication Management
  • Configurable Workflow
  • Customizable Templates
  • Document Storage
  • Document Templates
  • Email Reminders
  • Employee Management
  • For Tax Practices
  • Mobile Access
  • Project Management
  • Real-Time Updates
  • Reporting & Statistics
  • Status Tracking
  • Task Management
  • Timesheet Management
  • Time Tracking
  • Workflow Management
  • Approval Process Control
  • Billing & Invoicing
  • Compliance Management
  • Data Import/Export
  • Document Management
  • Due Date Tracking
  • Tax Filing
  • Tax Forms
  • Third-Party Integrations
See All features
Hide Tax Practice Management Software Features -

CCH ProSystem fx

7/37
Show Tax Practice Management Software Features +

Vertex

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CCH ProSystem fx

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Vertex
Deployment
  • Cloud, SaaS, Web-Based
  • Desktop - Mac
  • Desktop - Windows
  • Desktop - Linux
  • Desktop - Chromebook
  • On-Premise - Windows
  • On-Premise - Linux
  • 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
  • Desktop - Chromebook
  • On-Premise - Windows
  • On-Premise - Linux
  • 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
Vertex
  • By Vertex
  • Located in United States
  • Founded in 1978
CCH ProSystem fx
  • By Wolters Kluwer
  • Located in United States
  • Founded in 1986
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