Block Advisors Small Business Tax Preparation vs. Wolters Kluwer CCH ProSystem fx

Given our industry (audit, tax & advisory services) having a centralized "binder" system to prevent duplication of efforts is paramount from an efficiency standpoint. Furthermore, the interface for sign-offs, file modification dates, the workpaper note features are fantastic to keep audit teams and other professional teams on the same page.

• user friendly
• everything is digitized

Incentivized

• There are times in which the program does freeze/stopped processes
• The binder search feature could be enhanced for easier use
• Ability to change a client name and have it reflected in the local file room

Intacct is what we use for data input and management. It is on cloud like CCH ProSytem fx is. We can use it anywhere, away on a conference, work from home, work offsite, as long as we have a laptop and internet. There is nothing to install on your computer, you just need the link and your username and password to log in. Microsoft Dynamics GP was used for 3 years and we finally abandoned it after trying out QuickBooks. The interface was not user friendly. We used QuickBooks for 3 years before we transitioned to Intacct, there was always something broken--no major issues, just small problems--and we got fed up.

Incentivized