Intuit TurboTax vs. Wolters Kluwer CCH ProSystem fx

Intuit TurboTax is well suited for most scenarios ranging from simple filing (i.e., single filing, one employer, limited asset, same state as employer) to complicated filing (i.e., married filing jointly, changing employers, different state as employers or WFH, multiple assets such as real estate and cryptocurrencies, entrepreneurship side-gig). TurboTax does not have wide-range offerings and partnerships with crypto exchanges so crypto owners may use a different service to generate the necessary tax forms for TurboTax to digest.

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

• Ease of use
• Availability
• Cost

Incentivized

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

Incentivized

• integration with other applications such as Mint
• online and cloud sign-up for multiple Intuit applications is unsmooth
• price point for state tax filing can be made staggered (cheaper for simple form)

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

Intuit TurboTax is much simpler and easy to use, not to mention affordable.

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