MineralTree vs. Wolters Kluwer CCH ProSystem fx

If you are looking to save time on recording transactions. This has been a great time saver, all transactions are easily reconciled and they are automatically posted in Netsuite.

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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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• Great Customer Service. Whenever there is an issue they are very responsive in helping with the issue.
• At the time it was cheaper than Bill.com for most of the same functionality.
• Integrated with QuickBooks relatively well.

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A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

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

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• We had some improvements that wanted to be made but so far over the 2 years with them they have made the updates we wanted.

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• 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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It doesn't. Hands down Bill.com is a better platform that over time has only gotten better.

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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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Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• Cost of AP.
• AmEx integration will allow us to accrue points on our card.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info