Sumly vs. Wolters Kluwer CCH ProSystem fx

Sumly

Wolters Kluwer CCH ProSystem fx

15 Reviews and Ratings

Overview
Product	Rating	Most Used By	Product Summary	Starting Price
Sumly	N/A	N/A	Sumly is a financial platform built for self-employed 1099 earners: fractional executives, independent consultants, creatives, and independent healthcare practitioners. It combines unique software that organizes and categorizes business expenses with in-house licensed tax professionals who handle the actual filing. Most tools in this category provide solo earners with white-labeled software and leave them to figure out the tax work on their own. Sumly closes that gap by putting credentialed…	N/A
Wolters Kluwer CCH ProSystem fx	Score9.3 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

Sumly

Wolters Kluwer CCH ProSystem fx

No answers on this topic

No answers on this topic

Pricing Offerings
Sumly	Wolters Kluwer CCH ProSystem fx
Free Trial
No	No
Free/Freemium Version
No	No
Premium Consulting/Integration Services
No	No

No setup fee

No setup fee

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User Ratings
	Sumly	Wolters Kluwer CCH ProSystem fx
Likelihood to Recommend	- (0 ratings)	7.8 (4 ratings)

User Testimonials
	Sumly	Wolters Kluwer CCH ProSystem fx
Likelihood to Recommend	Sumly No answers on this topic	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. Incentivized Verified User Read full review
Pros	Sumly No answers on this topic	Wolters Kluwer Robust tax preparation Workflow management for teams Integration with other apps Incentivized Verified User Read full review
Cons	Sumly No answers on this topic	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 Incentivized Andrew Bogren Audit Manager Read full review
Alternatives Considered	Sumly No answers on this topic	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. Incentivized Verified User Read full review
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