Canopy Practice Management vs. CCH Axcess

This application is best suited for enterprise use cases. It interfaces with almost every other major platform at the enterprise level and is scalable to the nth degree. But that comes at a high price tag, given that it integrates with everything and is used relatively ubiquitously. Any recommendations that I would give on the platform would be based on enterprise applicability.

Incentivized

• Client information management
• Task tracking
• Time Tracking

Incentivized

• CCH Document - It's cloud based. The program is user-friendly and easily customizable.
• CCH Tax - Relatively easy system navigation. It satisfies all our tax return filing needs.

Incentivized

• I wish Contact information could contain active hyperlinks
• I wish reports could be generated based on TAGS
• I wish contact lists could be generated based on filters

Incentivized

• Customer support does not know their own product!
• Rep for the company does not know their own product!
• Hidden add-ons that they deceive prospect into believe is apart of the system.

LIGHT YEARS ahead of PCS. We hated it

Incentivized

CCH Axcess was very comparable to Thomson Reuters. They are both large companies in their fields and have similar resources. We ultimately went with Thomson Reuters because we bundled with their other softwares for a better price and it makes sense to be with one company to deal with one customer support line.

Incentivized

• Big impact on profitability based on the ability to set budgets and track time

Incentivized