Wolters Kluwer

CCH ProSystem fx


4.5 / 5
9 reviews


Average Ratings

9 Reviews

  • 4.5 / 5
    Overall

  • 4 / 5
    Ease of Use

  • 4 / 5
    Customer Service

Product Details

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About CCH ProSystem fx

Manage all finance and workflow processes of your firm with practice management solution with customized dashboards designed for CPAs.


CCH ProSystem fx Features

  • Approval Process Control
  • Billing & Invoicing
  • Client Management
  • Client Portal
  • Document Management
  • Due Date Tracking
  • Scenario Planning
  • Tax Filing
  • Tax Forms
  • Workflow Management

CCH ProSystem fx Reviews Recently Reviewed!


CCH Prosystem Fx - quality product with a price to match

Oct 08, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: Prosystem Fx is a professional level tax software program generally designed for big firms, but it is useful for any professional that wants a high quality product. It handles most every form and calculation you can imagine with ease, and I would place it as the #2 professional level tax software product on the market based upon its features. They also have customer support that is usually very good, as some support personnel are also the software developers during the busy season. Prosystem Fx is the name for a large product suite, so it's hard to describe a particular feature as the selling point.

Cons: It is very expensive -- generally the most expensive tax software product on the market.

Complicated but Powerful

Feb 12, 2019
5/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality
Likelihood to Recommend: 7.0/10 Not
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Pros: Support can be top notch. I worked directly with support on many technical issues. Great documentation and easy to find how-to's on support.cch.com. I was more of an administrator of the software and I found user administration in Engagement and Tax were both fairly straight-forward. I also appreciated that the Tax software release schedule is released for the whole year, which makes it easy to schedule maintenance because you know exactly when updates will be released. This helps a lot during the busy tax season.

Cons: Inconsistent support. I spent countless hours working with support and unfortunately for all the amazing support technicians there are a few who don't have the skills to know when to escalate or how to scope an issue they've never seen before.

Overall: Reliable software and good support. It's not perfect, but the administration is simple and straightforward.

Audit Engagement Management Software

Feb 01, 2019
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality
Likelihood to Recommend: 10.0/10 Not
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Pros: CCH Prosystems is a critical tool for audit engagement management. This program allows me to create binders that contain all of the work that is being done on a particular project. Anyone with rights to the file can access it in real time from their personal computer.

Cons: The only pain point for me comes from when a user has an engagement file "checked out" on their computer this locks the file and that file cannot be modified or edited until the user checks it back in. This can certainly be frustrating when you need to get your work done.

The Go-To software for any mid-sized accounting firm

Aug 15, 2018
5/5
Overall

3 / 5
Ease of Use

5 / 5
Features & Functionality

4 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: The functionality and the capability. Prosystem can basically do it all

Cons: The clunkiness of Interview input forms. Yeah, once you get the hang of them it's fine, but not very intuitive - essentially data entry sheets.

Overall: I prepare Tax returns for corps, partnerships, individuals an trusts using Prosystem fx. The overall experience has been positive.

lots of companies use this

Nov 20, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

4 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: Very basic and useful. But every software has its problems

Cons: KBA loads very slow. But so does all other softwares like SMART

Capterra loader

Good overall system for accounting/tax work

Jul 09, 2018
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: Updates provided in a timely manner, especially critical with changes to a very complicated tax code.

Cons: Users have complained about ease of use/training issues. Overall, the experience has been good. Needs to focus more on automation of processes.

Overall: Helps to make complicated tax code a lot easier, assists our tax professionals with their seasonal tax work.

Good Tax Software

Nov 14, 2018
3/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: The ease of use and moving between forms made for efficient time in preparing returns for businesses and individuals. Did not have to spend a ton of time searching for the forms needed

Cons: Multi - state functions, unfortunately apportioning income between multiple states was not very user friendly.

Overall: I have found this to be one of the best tax preparation software's that I have used and even though it is more costly than most others, it is a good value. Some software just can give you headaches and in the middle of tax season that is very frustrating, and I have not had that problem with CCH Prosystem FX.

CCH Prosystem Review

Nov 20, 2018
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

3 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Pros: I thought the software was very user friendly and had very little problems. I loved the ability to quickly link to various data/research from different screens

Cons: Expensive for smaller firms to purchase licenses

Difficult implementation overshadows functionality

Nov 28, 2018
4/5
Overall

2 / 5
Ease of Use

3 / 5
Features & Functionality
Likelihood to Recommend: 3.0/10 Not
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Pros: There were a lot of functions that we were sold on during the vetting process. The system does claim many capabilities.

Cons: The promised features didn't perform as promised, and implementation was lengthy and took many resources.