Capital Business Services vs. Wolters Kluwer CCH ProSystem fx

They have staff that understand the fund accounting software they support and can help when you call in. I have not found anything that was less appropriate with Capital Business Services. They offer free webinars to topics that are relevant to our not for profit organization.

Incentivized

It does well with preparing tax returns once all the updates are in. It does a good job of providing report creation flexibility. Their multiple applications communicate well with each other. The Engagement module which is designed for audits needs improvement. So does their Scan module which is designed for document management.

Incentivized

• They provide free webinars on relevant topics to our organization
• They helped me build customized reports
• They provide software support when needed

Incentivized

• Robust tax preparation
• Workflow management for teams
• Integration with other apps

Incentivized

• I have not encountered anything they would need to improve on. They always are very responsive to my calls and helpful with my questions

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

Incentivized

We used another provider not listed for our MIP Fund Accounting. Capital Business Services provides excellent service and does not make you wait for a solution. Our previous provider could not solve several small issues that Capital Business Services solved after switching to them.

Incentivized

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