Dext vs. Wolters Kluwer CCH ProSystem fx

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Dext
Score 9.7 out of 10
N/A
Dext is a bookkeeping automation platform now from IRIS (acquired December 2024) that eliminates much of the manual work associated to accounting processes.
$150
per month for 5 users (minimum) and 250 documents per month
Wolters Kluwer CCH ProSystem fx
Score 7.9 out of 10
N/A
Wolters Kluwer offers the ProSystem fx Suite (also the CCH ProSystem fx Suite editions with similar capabilities), a workflow management suite with document management system for accounting firms. The solution presents centralized firm management capabilities with firm, employee and client dashboard, project and contact management, and billing / invoicing, as well as reporting and marketing capabilities.N/A
Pricing
DextWolters Kluwer CCH ProSystem fx
Editions & Modules
Dext Essential
$23
per month per client (10 minimum, for accounting & bookkeeping firms)
Dext Advanced
$24.72
per month per client (10 minimum, for accounting & bookkeeping firms)
Dext for Businesses
starting at $30
per month per user (5 minimum)
No answers on this topic
Offerings
Pricing Offerings
DextWolters Kluwer CCH ProSystem fx
Free Trial
YesNo
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
NoNo
Entry-level Setup FeeNo setup feeNo setup fee
Additional DetailsDiscount available for annual pricing.—
More Pricing Information
Community Pulse
DextWolters Kluwer CCH ProSystem fx
Features
DextWolters Kluwer CCH ProSystem fx
Expense Management
Comparison of Expense Management features of Product A and Product B
Dext
10.0
1 Ratings
21% above category average
Wolters Kluwer CCH ProSystem fx
-
Ratings
Employee Expense Reporting10.01 Ratings00 Ratings
Payment Management
Comparison of Payment Management features of Product A and Product B
Dext
10.0
1 Ratings
23% above category average
Wolters Kluwer CCH ProSystem fx
-
Ratings
Customizable Approval Policies10.01 Ratings00 Ratings
Financial Document Management10.01 Ratings00 Ratings
Payment Status Tracking10.01 Ratings00 Ratings
Payment Audit Trail10.01 Ratings00 Ratings
Duplicate Bill Detection10.01 Ratings00 Ratings
Advanced OCR10.01 Ratings00 Ratings
Best Alternatives
DextWolters Kluwer CCH ProSystem fx
Small Businesses
Rippling
Rippling
Score 8.9 out of 10

No answers on this topic

Medium-sized Companies
Rippling
Rippling
Score 8.9 out of 10
Vertex
Vertex
Score 7.9 out of 10
Enterprises
Emburse Chrome River
Emburse Chrome River
Score 8.9 out of 10
Vertex
Vertex
Score 7.9 out of 10
All AlternativesView all alternativesView all alternatives
User Ratings
DextWolters Kluwer CCH ProSystem fx
Likelihood to Recommend
9.8
(14 ratings)
7.6
(4 ratings)
Likelihood to Renew
8.2
(1 ratings)
-
(0 ratings)
Usability
10.0
(10 ratings)
-
(0 ratings)
Support Rating
3.5
(7 ratings)
-
(0 ratings)
User Testimonials
DextWolters Kluwer CCH ProSystem fx
Likelihood to Recommend
IRIS Software Group
It is great for accounting firms. Easy to add and administer client accounts. Easy to integrate with QuickBooks Online. Easy for clients to capture and submit receipts on the go. It is hard to use for manual data entry, and if your clients frequently have very long receipts the Dext Mobile app does not work well as it compresses the image to the point where it is completely illegible. It does not seem to be designed for business owners to use directly rather than using it through their accounting firm.
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Wolters Kluwer
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.
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Pros
IRIS Software Group
  • Receipt Bank does a stellar job of extracting information from photos of receipts and bills. I'd say 95% of the time the information pulled is correct, so very rarely do I have to correct an amount or date.
  • One feature I really enjoy is not only the syncing with Quickbooks Online, but the fact that it also pushes the image to Quickbooks Online as an attachment! This means that for every expense/bill processed through Receipt Bank, an image of it is available inside of the transaction inside of Quickbooks Online. This makes researching a breeze.
  • Receipt Bank makes it very simple for users to add documents to the platform. Each company receives a dedicated Receipt Bank email address, which they can email to and upload documents, or users can use the phone apps (which are really easy to use), or they can upload documents from their computer. Training our clients to use it really can't be any easier!
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Wolters Kluwer
  • Robust tax preparation
  • Workflow management for teams
  • Integration with other apps
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Cons
IRIS Software Group
  • Receipt Bank Practice Platform has many great features. As they develop the platform I would like to see a rigorous review of all features so as not to add too many and overwhelm my team.
  • Having the flexibility to pick and choose from a suite of features and implement the ones that best suit my practice. A tailor made Receipt Bank Practice Platform. this would allow my practice to grow into the features rather than be overwhelmed by too many.
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Wolters Kluwer
  • 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
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Likelihood to Renew
IRIS Software Group
Dext is the best way for us to manage our business expenses. Physical and PDF receipts/invoices will be around for a while, but the move to eInvoicing is very good and we look forward to Dext adding this feature
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Wolters Kluwer
No answers on this topic
Usability
IRIS Software Group
Dext Prepare's usability is great, it has lots of functions and you can scan any type of document, including hard copy handwritten documents. It is not very accurate but it is handwritten!! Apart from it, you can use multiple functions like one page at a time, multiple, in bulk. You can send emails with multiple attachments and one of the greatest function is the mobile application capabilities.
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Wolters Kluwer
No answers on this topic
Support Rating
IRIS Software Group
When I think I have broken the platform the help guys and girls are simply fantastic. They take time to understand the problem and usually resolve the issue on the spot. I have not had to wait more than an hour to get anything resolved - be that an issue I have created or a fault in my understanding of the program. Can't rate their support I have received to date highly enough.
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Wolters Kluwer
No answers on this topic
Alternatives Considered
IRIS Software Group
Dext is much easier to use than Hubdoc. You can approve documents in batches whereas in Hubdoc you need to review each document separately. Once Dext is set up properly, there is little need to review every document.
Hubdoc does have the ability to save documents to an external site, like Google docs as a backup.
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Wolters Kluwer
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.
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Return on Investment
IRIS Software Group
  • I am a single operator Bookkeeping business and run a very profitable business because DEXT provides me a very efficient process to capture critical data without the need for additional manpower.
  • The information DEXT captures, stores and reports helps me plan an present relevant information to the client to support pricing increases at client reviews
  • The information DEXT contains helps me present business insights to the client thereby assisting in their business aspirations which helps deepen client relationships
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Wolters Kluwer
No answers on this topic
ScreenShots

Dext Screenshots

Screenshot of Dext Prepare Inbox & Mobile app