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    Overview
    ProductRatingMost Used ByProduct SummaryStarting Price

    Wolters Kluwer CCH® Tagetik

    Score8.5 out of 10
    N/ATagetik is a corporate performance management solution that unifies budgeting, financial planning, consolidation and management reporting. Tagetik is offered as SaaS, on a private cloud, or on-premise, and can migrate between deployments as needed.N/A

    Trello

    Score8.2 out of 10
    N/ATrello from Atlassian is a project management tool based on a Kanban framework. Trello is ideal for task-management in a to-do list format. It supports sharing boards and cards across users or teams. The product offers a free version, and paid versions add greater automation, collaboration, and administrative control.

    $6

    per month per user

    Pricing
    Wolters Kluwer CCH® TagetikTrello
    Editions & Modules
    No answers on this topic
    Standard
    $6
    per month per user
    Premium
    $12.50
    per month per user
    Enterprise
    $17.50
    per month per user
    Free
    Forever Free
    Offerings
    Pricing Offerings
    Wolters Kluwer CCH® TagetikTrello
    Free Trial
    NoNo
    Free/Freemium Version
    NoYes
    Premium Consulting/Integration Services
    YesNo
    Entry-level Setup FeeNo setup feeNo setup fee
    Additional Details—A discount is offered for annual billing and for larger numbers of users.
    More Pricing Information
    Community Pulse
    Wolters Kluwer CCH® TagetikTrello
    Considered Both Products
    Wolters Kluwer
    No answer on this topic
    Atlassian
    No answer on this topic
    Key User Insights
    Would buy again
    100%
    Would buy again
    18 Answers
    97%
    Would buy again
    105 Answers
    Delivers good value for the price
    100%
    Delivers good value for the price
    18 Answers
    99%
    Delivers good value for the price
    95 Answers
    Happy with the feature set
    100%
    Happy with the feature set
    18 Answers
    99%
    Happy with the feature set
    107 Answers
    Lived up to sales and marketing promises
    89%
    Lived up to sales and marketing promises
    8 Answers
    98%
    Lived up to sales and marketing promises
    64 Answers
    Implementation went as expected
    91%
    Implementation went as expected
    10 Answers
    100%
    Implementation went as expected
    84 Answers
    Features
    Wolters Kluwer CCH® TagetikTrello
    BI Standard Reporting
    Comparison of BI Standard Reporting features of Wolters Kluwer CCH® Tagetik and Trello
    Feature
    Wolters Kluwer CCH® Tagetik
    8.1
    10 Ratings
    8% above category average
    Trello
    -
    Ratings
    Pixel Perfect reports8.07 Ratings00 Ratings
    Customizable dashboards8.58 Ratings00 Ratings
    Report Formatting Templates8.09 Ratings00 Ratings
    Ad-hoc Reporting
    Comparison of Ad-hoc Reporting features of Wolters Kluwer CCH® Tagetik and Trello
    Feature
    Wolters Kluwer CCH® Tagetik
    7.4
    24 Ratings
    4% below category average
    Trello
    -
    Ratings
    Drill-down analysis6.723 Ratings00 Ratings
    Formatting capabilities7.123 Ratings00 Ratings
    Integration with R or other statistical packages7.17 Ratings00 Ratings
    Report sharing and collaboration8.816 Ratings00 Ratings
    Report Output and Scheduling
    Comparison of Report Output and Scheduling features of Wolters Kluwer CCH® Tagetik and Trello
    Feature
    Wolters Kluwer CCH® Tagetik
    9.4
    15 Ratings
    17% above category average
    Trello
    -
    Ratings
    Publish to Web9.910 Ratings00 Ratings
    Publish to PDF9.913 Ratings00 Ratings
    Report Versioning7.712 Ratings00 Ratings
    Report Delivery Scheduling9.911 Ratings00 Ratings
    Data Discovery and Visualization
    Comparison of Data Discovery and Visualization features of Wolters Kluwer CCH® Tagetik and Trello
    Feature
    Wolters Kluwer CCH® Tagetik
    8.5
    8 Ratings
    15% above category average
    Trello
    -
    Ratings
    Pre-built visualization formats (heatmaps, scatter plots etc.)8.07 Ratings00 Ratings
    Location Analytics / Geographic Visualization8.04 Ratings00 Ratings
    Predictive Analytics9.06 Ratings00 Ratings
    Pattern Recognition and Data Mining9.11 Ratings00 Ratings
    Access Control and Security
    Comparison of Access Control and Security features of Wolters Kluwer CCH® Tagetik and Trello
    Feature
    Wolters Kluwer CCH® Tagetik
    9.8
    23 Ratings
    15% above category average
    Trello
    -
    Ratings
    Multi-User Support (named login)9.923 Ratings00 Ratings
    Role-Based Security Model9.922 Ratings00 Ratings
    Multiple Access Permission Levels (Create, Read, Delete)9.923 Ratings00 Ratings
    Report-Level Access Control9.94 Ratings00 Ratings
    Single Sign-On (SSO)9.216 Ratings00 Ratings
    Mobile Capabilities
    Comparison of Mobile Capabilities features of Wolters Kluwer CCH® Tagetik and Trello
    Feature
    Wolters Kluwer CCH® Tagetik
    6.1
    9 Ratings
    19% below category average
    Trello
    -
    Ratings
    Responsive Design for Web Access5.08 Ratings00 Ratings
    Dashboard / Report / Visualization Interactivity on Mobile7.16 Ratings00 Ratings
    Budgeting, Planning, and Forecasting
    Comparison of Budgeting, Planning, and Forecasting features of Wolters Kluwer CCH® Tagetik and Trello
    Feature
    Wolters Kluwer CCH® Tagetik
    8.4
    49 Ratings
    4% above category average
    Trello
    -
    Ratings
    Long-term financial planning8.235 Ratings00 Ratings
    Financial budgeting8.143 Ratings00 Ratings
    Forecasting8.240 Ratings00 Ratings
    Scenario modeling8.734 Ratings00 Ratings
    Management reporting9.046 Ratings00 Ratings
    Consolidation and Close
    Comparison of Consolidation and Close features of Wolters Kluwer CCH® Tagetik and Trello
    Feature
    Wolters Kluwer CCH® Tagetik
    8.8
    46 Ratings
    13% above category average
    Trello
    -
    Ratings
    Financial data consolidation8.940 Ratings00 Ratings
    Journal entries and reports8.437 Ratings00 Ratings
    Multi-currency management8.334 Ratings00 Ratings
    Intercompany Eliminations9.337 Ratings00 Ratings
    Minority Ownership8.730 Ratings00 Ratings
    Local and consolidated reporting9.944 Ratings00 Ratings
    Detailed Audit Trails8.136 Ratings00 Ratings
    Financial Reporting and Compliance
    Comparison of Financial Reporting and Compliance features of Wolters Kluwer CCH® Tagetik and Trello
    Feature
    Wolters Kluwer CCH® Tagetik
    9.0
    50 Ratings
    10% above category average
    Trello
    -
    Ratings
    Financial Statement Reporting9.042 Ratings00 Ratings
    Management Reporting8.847 Ratings00 Ratings
    Excel-based Reporting8.150 Ratings00 Ratings
    Automated board and financial reporting9.035 Ratings00 Ratings
    XBRL support for regulatory filing9.920 Ratings00 Ratings
    Analytics and Reporting
    Comparison of Analytics and Reporting features of Wolters Kluwer CCH® Tagetik and Trello
    Feature
    Wolters Kluwer CCH® Tagetik
    8.2
    31 Ratings
    8% above category average
    Trello
    -
    Ratings
    Personalized dashboards8.426 Ratings00 Ratings
    Color-coded scorecards8.020 Ratings00 Ratings
    KPIs8.624 Ratings00 Ratings
    Cost and profitability analysis8.322 Ratings00 Ratings
    Key Performance Indicator setting8.022 Ratings00 Ratings
    Benchmarking with external data8.014 Ratings00 Ratings
    Integration
    Comparison of Integration features of Wolters Kluwer CCH® Tagetik and Trello
    Feature
    Wolters Kluwer CCH® Tagetik
    9.1
    47 Ratings
    12% above category average
    Trello
    -
    Ratings
    Flat file integration9.339 Ratings00 Ratings
    Excel data integration9.145 Ratings00 Ratings
    Direct links to 3rd-party data sources9.131 Ratings00 Ratings
    Project Management
    Comparison of Project Management features of Wolters Kluwer CCH® Tagetik and Trello
    Feature
    Wolters Kluwer CCH® Tagetik
    -
    Ratings
    Trello
    8.5
    224 Ratings
    10% above category average
    Task Management00 Ratings9.5224 Ratings
    Resource Management00 Ratings9.3187 Ratings
    Gantt Charts00 Ratings8.075 Ratings
    Scheduling00 Ratings8.9170 Ratings
    Workflow Automation00 Ratings8.0143 Ratings
    Team Collaboration00 Ratings8.9220 Ratings
    Support for Agile Methodology00 Ratings8.9148 Ratings
    Support for Waterfall Methodology00 Ratings7.8116 Ratings
    Document Management00 Ratings8.2160 Ratings
    Email integration00 Ratings7.4147 Ratings
    Mobile Access00 Ratings9.2193 Ratings
    Timesheet Tracking00 Ratings8.889 Ratings
    Change request and Case Management00 Ratings8.6103 Ratings
    Budget and Expense Management00 Ratings7.374 Ratings
    Professional Services Automation
    Comparison of Professional Services Automation features of Wolters Kluwer CCH® Tagetik and Trello
    Feature
    Wolters Kluwer CCH® Tagetik
    -
    Ratings
    Trello
    6.7
    73 Ratings
    14% below category average
    Quotes/estimates00 Ratings7.350 Ratings
    Invoicing00 Ratings6.843 Ratings
    Project & financial reporting00 Ratings6.859 Ratings
    Integration with accounting software00 Ratings5.745 Ratings
    Best Alternatives
    Wolters Kluwer CCH® TagetikTrello
    Small Businesses
    IBM Planning Analytics
    Score8.5 out of 10
    Any.do
    Score8 out of 10
    Medium-sized Companies
    IBM Planning Analytics
    Score8.5 out of 10
    KanbanFlow
    Score7.3 out of 10
    Enterprises
    Oracle Fusion Cloud Enterprise Performance Management
    Score7 out of 10
    Microsoft To Do
    Score7.8 out of 10
    All AlternativesView all alternativesView all alternatives
    User Ratings
    Wolters Kluwer CCH® TagetikTrello
    Likelihood to Recommend
    9.0
    (50 ratings)
    9.4
    (224 ratings)
    Likelihood to Renew
    9.1
    (11 ratings)
    9.9
    (6 ratings)
    Usability
    8.8
    (18 ratings)
    9.4
    (62 ratings)
    Availability
    7.3
    (2 ratings)
    10.0
    (1 ratings)
    Performance
    9.1
    (2 ratings)
    10.0
    (1 ratings)
    Support Rating
    9.1
    (6 ratings)
    9.9
    (81 ratings)
    In-Person Training
    9.1
    (3 ratings)
    10.0
    (1 ratings)
    Online Training
    9.1
    (2 ratings)
    -
    (0 ratings)
    Implementation Rating
    5.5
    (3 ratings)
    8.0
    (2 ratings)
    Configurability
    9.1
    (2 ratings)
    5.0
    (1 ratings)
    Product Scalability
    9.1
    (2 ratings)
    10.0
    (1 ratings)
    Vendor post-sale
    7.3
    (2 ratings)
    10.0
    (1 ratings)
    Vendor pre-sale
    8.2
    (2 ratings)
    -
    (0 ratings)
    User Testimonials
    Wolters Kluwer CCH® TagetikTrello
    Likelihood to Recommend
    Wolters Kluwer
    Scenarios where CCH Tagetik is suitable is when a company have large amounts of data and want to transform, consolidate, store and produce reporting in different year, period etc with complex calculations and allocation. Tagetik is the tool for you in this case and it's very flexible in terms of creating your own business rule, calculation and reporting options with a user friendly interface. I have not thought about scenarios where it is not appropriate to use tagetik yet as the tool covers small and large business financial needs
    Read full review
    Atlassian
    For teams or individuals with lots of individual tasks/details to track, Trello is perfect! It basically removes the need for a paper checklist. For those that need an overall project management tool that requires less tasks and more overarching goals, collaboration amongst various teams, and gantt charts I would suggest monday.com
    Incentivized
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    Pros
    Wolters Kluwer
    • Processes are clearly described in CCH Tagetik ; users can easily find where they are and which action they have to make
    • Interaction with Excel is really fluid ; the Excel add-in is easy to deploy and to updgrade, in the hand of users. It is reliable provided the internet connection is fast.
    • Managing hierachies is obvious in CCH Tagetik. Hierarchies are fundamental for a good reporting ; CCH Tagetik has obviously a deep experience of this feature.
    • SaaS : our experience with CCH Tagetik is of only 1 year, but it technically performs well, the system is reponsive, no shut-down, and updates (every quarter) do not disturb production.
    • AIH seems to be able to manage very large quantity of data, and to provide advanced analysis functionalities. We did not have time to explore them.
    Incentivized
    Read full review
    Atlassian
    • Helps track employees "to do before hire", "to do after hired," and "to do when employee leaves"
    • Provides important information on each employee like personal information along with data collected during the time of hire and during employment time
    • Allows more than one person to be assigned to a task per employee and will remain open until everyone involved has completed their task
    Read full review
    Cons
    Wolters Kluwer
    • Online help and manual is a bonus but could be improved e.g. the clarity of English explanations.
    • Improved Excel compatibility e.g. formula driven reporting and dash boarding.
    • Mobile phone connectivity e.g. launching a consolidation from a Wolters Kluwer CCH® Tagetik app.
    Incentivized
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    Atlassian
    • I use colour coding a lot so I would like a wider range of colour options.
    • Also as a visual thinker I would like to be able to easily add images to cards.
    • I would like to be able to attach a wider range of file formats to cards.
    Incentivized
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    Likelihood to Renew
    Wolters Kluwer
    Because in my oppinion Wolters Kluwer CCH Tagetik is one of the most usable tools for consolidation, planning (controlling) and reporting. Its usability is quite easy and innovative. I like the data entry method for the customers with its workflow and tasks, quite easy way to implement a co pilot. And i like the reporting tool, with a lot of customization opportunities.
    Read full review
    Atlassian
    I am very likely to renew Trello, because it doesn't cost anything to do so. I am also very likely to use Trello's upgraded features in the future because a lot of my team's data is stored on there and they have already gotten used to the platform. Trello is very easy for new team members to pick up, making the onboarding and usability very streamlined.
    Incentivized
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    Usability
    Wolters Kluwer
    Surprisingly, this platform is a powerhouse ERP system. However, given time, when more and more organization is able to identify how powerful this tool can be, CCH Tagetik is able to stand as a competitive advantage to many of the Financial industry of today. Although, it needs time to understand the logic behind how CCH Tagetik is formed and setup, once it is known to the user, it is an easy day to day operations with minimal maintenance.
    Incentivized
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    Atlassian
    Trello is incredibly intuitive, both on desktop and mobile right away. It is also full of helpful features that make it even easier to use, and is flexible enough to suit almost any organizational need. Onboarding for the software is thorough, but concise, and the service is frequently updated with even more QOL improvements.
    Incentivized
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    Reliability and Availability
    Wolters Kluwer
    CCH Tagetik has alwyas been there in case we need help. In almost 20 years of commercial relationship, I have no evidence of times in which they were not available to answer a question or to solve an issue linked to their products, timely and efficiently.
    Incentivized
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    Atlassian
    yes always support available when I need it!
    Read full review
    Performance
    Wolters Kluwer
    As you can see, speed depends on the applications but also on the hardware that runs them. As far as CCH Tagetik improved, we saw the benefit of a cloud-based solution which could solve many speed performance issues.
    Incentivized
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    Atlassian
    Never experienced issues with the above!
    Read full review
    Support Rating
    Wolters Kluwer
    I got very quick respons. After very little mail iterations, they decided to have online meeting to look together with me to the issue. They tried to solve it during the meeting. I had the impression that the customer care person really knew the system and was able to ask help from other colleagues when needed
    Incentivized
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    Atlassian
    I haven't reached out to their support very often and their support is very limited anyway for the free users. They do have tons of great articles and videos in their Help Center and constantly send emails with updates and add-ons to the product. The fact that I've barely ever had to contact their support team means that they've developed a great product.
    Incentivized
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    In-Person Training
    Wolters Kluwer
    At the official deployment of the original product Controlling and Accounting teams went to Lucca and were walked through the product, Excel usage, Design, ETL run
    Read full review
    Atlassian
    It was helpful and informative! It was back before the pandemic in 2019 so I'm not sure if they still do it but I really enjoyed the experience
    Read full review
    Online Training
    Wolters Kluwer
    several times since the deployment of the product in 2013 we got on-line training on new functions or on very specific questions/issues (e.g. ETL customisation), followed by the usage of the Learning Hub since 2025
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    Atlassian
    No answers on this topic
    Implementation Rating
    Wolters Kluwer
    we did it in a coaching model. This allowed us to have 2 key advantages: we got to know the system very well and managed to save on the implementation cost. This worked well, was maybe a bit slower since we had to do this in our spare time. Nevertheless I strongly recommand
    Incentivized
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    Atlassian
    For our small business, getting a few of us started well on Trello was the key, I think. As long as a couple of us were really comfortable with the interface, we could lead others and help them with any questions. From now on, anyone who works with us just naturally uses Trello for information sharing - it's just part of what we do.
    Incentivized
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    Alternatives Considered
    Wolters Kluwer
    I found the Excel piece of IBM Cognos TM1 to be easier to use than CCH Tagetik. It was much easier to customize the data being pulled and the feel of the reports because of that. Other than that, CCH Tagetik has been more user friendly than IBM Cognos TM1. Navigating within the application is much easier. IBM Cognos TM1 had a lot of issues with certain modules that could not be open concurrently; this would often lead to phantom data being entered in the system. I have not had these issues with CCH Tagetik.
    Incentivized
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    Atlassian
    Trello is more simple and not as "robust" as the other tools, but it's easier to use and manage and understand and ACTUALLY get stuff done with. It's simplicity is part of the beauty of using it. You don't need a million options that nobody uses, you just need to get stuff done.
    Incentivized
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    Scalability
    Wolters Kluwer
    A good and performing scalability both on a geographical and a legal entity scale. The link with MS Office suite allows an easy deployment of the application, especially for contributors.
    Incentivized
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    Atlassian
    Feels like anyone across the org (no matter their location) can use the tool easily!
    Read full review
    Professional Services
    Wolters Kluwer
    No answers on this topic
    Atlassian
    Not sure if we use those
    Read full review
    Return on Investment
    Wolters Kluwer
    • Gave us a tool that can absolutely grow with us to help multi phase implementations.
    • A significant time savings in terms of the amount of time we used to spend running reports vs. the time we spend now. Unbelievable improvement.
    • Gives us the option to use CCH Tagetik to solve business problems that perhaps we didn't have when we implemented CCH Tagetik. It gives us options without the possibility of implementing a whole other software package.
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    Atlassian
    • Trello keeps me organized, focused, and on track. I could filter the Trello board to only see my issues and understand what I needed to work on and when.
    • Trello helped our team implement an agile structure. It's a very simple kanban method of viewing all of your team's tasks and statuses. You can completely customize the columns to your team's specific workflow and create tags relevant to your work.
    • Trello helps reduce unnecessary communications between teams. When I want to request translations, I simply create a card on the localization Trello board -- no need to directly message anyone on the team, and I can watch the status of the card change from "in progress" to "in review" to "translated," all without having to directly ask for updates.
    Incentivized
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    ScreenShots

    Wolters Kluwer CCH® Tagetik Screenshots

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