TrustRadius: an HG Insights company

Save this comparison

Save this comparison

Add Product

Recommended Comparisons

    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

    Zoho Projects

    Score8 out of 10
    N/AZoho Project is online project management and planning software that provides project teams with a web-based collaborative environment. Zoho Projects can also include a bug tracking module specifically design to support software development project. It is integrated with other Zoho products including Zoho CRM.

    $5

    per month per user

    Pricing
    Wolters Kluwer CCH® TagetikZoho Projects
    Editions & Modules
    No answers on this topic
    Free
    $0
    Premium
    $5
    per month per user
    Enterprise
    $10
    per month per user
    Project Plus
    Contact Sales
    Offerings
    Pricing Offerings
    Wolters Kluwer CCH® TagetikZoho Projects
    Free Trial
    NoYes
    Free/Freemium Version
    NoYes
    Premium Consulting/Integration Services
    YesYes
    Entry-level Setup FeeNo setup feeOptional
    Additional Details—Discount offered for annual billing.
    More Pricing Information
    Community Pulse
    Wolters Kluwer CCH® TagetikZoho Projects
    Considered Both Products
    Wolters Kluwer
    No answer on this topic
    Zoho
    No answer on this topic
    Key User Insights
    Would buy again
    100%
    Would buy again
    18 Answers
    75%
    Would buy again
    6 Answers
    Delivers good value for the price
    100%
    Delivers good value for the price
    18 Answers
    100%
    Delivers good value for the price
    7 Answers
    Happy with the feature set
    100%
    Happy with the feature set
    18 Answers
    88%
    Happy with the feature set
    7 Answers
    Lived up to sales and marketing promises
    89%
    Lived up to sales and marketing promises
    8 Answers
    71%
    Lived up to sales and marketing promises
    5 Answers
    Implementation went as expected
    91%
    Implementation went as expected
    10 Answers
    57%
    Implementation went as expected
    4 Answers
    Features
    Wolters Kluwer CCH® TagetikZoho Projects
    BI Standard Reporting
    Comparison of BI Standard Reporting features of Wolters Kluwer CCH® Tagetik and Zoho Projects
    Feature
    Wolters Kluwer CCH® Tagetik
    8.1
    10 Ratings
    7% above category average
    Zoho Projects
    -
    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 Zoho Projects
    Feature
    Wolters Kluwer CCH® Tagetik
    7.4
    24 Ratings
    5% below category average
    Zoho Projects
    -
    Ratings
    Drill-down analysis6.623 Ratings00 Ratings
    Formatting capabilities7.123 Ratings00 Ratings
    Integration with R or other statistical packages7.17 Ratings00 Ratings
    Report sharing and collaboration8.716 Ratings00 Ratings
    Report Output and Scheduling
    Comparison of Report Output and Scheduling features of Wolters Kluwer CCH® Tagetik and Zoho Projects
    Feature
    Wolters Kluwer CCH® Tagetik
    9.4
    15 Ratings
    17% above category average
    Zoho Projects
    -
    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 Zoho Projects
    Feature
    Wolters Kluwer CCH® Tagetik
    8.5
    8 Ratings
    15% above category average
    Zoho Projects
    -
    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 Zoho Projects
    Feature
    Wolters Kluwer CCH® Tagetik
    9.8
    23 Ratings
    16% above category average
    Zoho Projects
    -
    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 Zoho Projects
    Feature
    Wolters Kluwer CCH® Tagetik
    6.1
    9 Ratings
    19% below category average
    Zoho Projects
    -
    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 Zoho Projects
    Feature
    Wolters Kluwer CCH® Tagetik
    8.4
    49 Ratings
    4% above category average
    Zoho Projects
    -
    Ratings
    Long-term financial planning8.235 Ratings00 Ratings
    Financial budgeting8.143 Ratings00 Ratings
    Forecasting8.240 Ratings00 Ratings
    Scenario modeling8.634 Ratings00 Ratings
    Management reporting9.046 Ratings00 Ratings
    Consolidation and Close
    Comparison of Consolidation and Close features of Wolters Kluwer CCH® Tagetik and Zoho Projects
    Feature
    Wolters Kluwer CCH® Tagetik
    8.8
    46 Ratings
    12% above category average
    Zoho Projects
    -
    Ratings
    Financial data consolidation8.940 Ratings00 Ratings
    Journal entries and reports8.337 Ratings00 Ratings
    Multi-currency management8.334 Ratings00 Ratings
    Intercompany Eliminations9.337 Ratings00 Ratings
    Minority Ownership8.630 Ratings00 Ratings
    Local and consolidated reporting9.944 Ratings00 Ratings
    Detailed Audit Trails8.236 Ratings00 Ratings
    Financial Reporting and Compliance
    Comparison of Financial Reporting and Compliance features of Wolters Kluwer CCH® Tagetik and Zoho Projects
    Feature
    Wolters Kluwer CCH® Tagetik
    9.0
    50 Ratings
    10% above category average
    Zoho Projects
    -
    Ratings
    Financial Statement Reporting9.042 Ratings00 Ratings
    Management Reporting8.947 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 Zoho Projects
    Feature
    Wolters Kluwer CCH® Tagetik
    8.2
    31 Ratings
    8% above category average
    Zoho Projects
    -
    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 Zoho Projects
    Feature
    Wolters Kluwer CCH® Tagetik
    9.2
    47 Ratings
    13% above category average
    Zoho Projects
    -
    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 Zoho Projects
    Feature
    Wolters Kluwer CCH® Tagetik
    -
    Ratings
    Zoho Projects
    6.6
    20 Ratings
    15% below category average
    Task Management00 Ratings7.520 Ratings
    Resource Management00 Ratings7.019 Ratings
    Gantt Charts00 Ratings6.517 Ratings
    Scheduling00 Ratings5.518 Ratings
    Workflow Automation00 Ratings6.014 Ratings
    Team Collaboration00 Ratings7.520 Ratings
    Support for Agile Methodology00 Ratings6.35 Ratings
    Support for Waterfall Methodology00 Ratings8.011 Ratings
    Document Management00 Ratings6.016 Ratings
    Email integration00 Ratings6.016 Ratings
    Mobile Access00 Ratings5.018 Ratings
    Timesheet Tracking00 Ratings7.519 Ratings
    Change request and Case Management00 Ratings6.96 Ratings
    Budget and Expense Management00 Ratings6.014 Ratings
    Professional Services Automation
    Comparison of Professional Services Automation features of Wolters Kluwer CCH® Tagetik and Zoho Projects
    Feature
    Wolters Kluwer CCH® Tagetik
    -
    Ratings
    Zoho Projects
    5.0
    13 Ratings
    42% below category average
    Quotes/estimates00 Ratings5.55 Ratings
    Invoicing00 Ratings5.012 Ratings
    Project & financial reporting00 Ratings6.55 Ratings
    Integration with accounting software00 Ratings3.013 Ratings
    Best Alternatives
    Wolters Kluwer CCH® TagetikZoho Projects
    Small Businesses
    No answers on this topic
    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
    Score7.2 out of 10
    Microsoft To Do
    Score7.9 out of 10
    All AlternativesView all alternativesView all alternatives
    User Ratings
    Wolters Kluwer CCH® TagetikZoho Projects
    Likelihood to Recommend
    9.0
    (50 ratings)
    6.5
    (24 ratings)
    Likelihood to Renew
    9.1
    (11 ratings)
    9.9
    (3 ratings)
    Usability
    8.7
    (18 ratings)
    5.6
    (4 ratings)
    Availability
    7.3
    (2 ratings)
    9.0
    (1 ratings)
    Performance
    9.1
    (2 ratings)
    9.0
    (1 ratings)
    Support Rating
    9.1
    (6 ratings)
    7.4
    (9 ratings)
    In-Person Training
    9.0
    (3 ratings)
    -
    (0 ratings)
    Online Training
    9.1
    (2 ratings)
    9.0
    (1 ratings)
    Implementation Rating
    5.5
    (3 ratings)
    8.0
    (1 ratings)
    Configurability
    9.1
    (2 ratings)
    -
    (0 ratings)
    Product Scalability
    9.1
    (2 ratings)
    -
    (0 ratings)
    Vendor post-sale
    7.3
    (2 ratings)
    -
    (0 ratings)
    Vendor pre-sale
    8.2
    (2 ratings)
    -
    (0 ratings)
    User Testimonials
    Wolters Kluwer CCH® TagetikZoho Projects
    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
    Zoho
    My work involves projects of 5-15 people with numerous projects running simultaneously. Prior to Zoho, I did not have a central location from which to view all project statuses at once. Zoho looks to provide this and also looks like it will deliver. I am anxious to see how our organization's use of it develops. At this time, I feel I am likely to recommend Zoho Projects because my organization has made great software decisions in the past so I have a level of trust already that the research has been done that Zoho is the best solution for our line of work.
    Incentivized
    Read full review
    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
    Zoho
    • We use it to manage our sales orders as there are lots of moving parts which are necessary to get client orders done properly.
    • I use it anytime I have a new idea I want to put into motion. As I can create a list for brainstorming, feedback, specific actions necessary in order to test and or implement the idea.
    • Unrelated to business, it's a great way to plan travel in order to make sure you don't forget those important things like passport, flight arrangement, client meeting confirmation, and meeting prep as far as what specific documents or things do you need to bring with you.
    • And since everyone is on the go and expected to keep up with work, the mobile/tablet app makes it a breeze to keep up, work on, and create new projects.
    Incentivized
    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
    Read full review
    Zoho
    • There is no ability to add custom fields in the "Bugs" module - for example, if we want to add fields such as Version Number.
    • Reporting is not integrated - its a fairly expensive add-on.
    • There is no easy way to track actual and completed dates for tasks - so historical variance analysis is not easy.
    Read full review
    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
    Zoho
    I've reviewed about 8 other project management solutions and Zoho Projects is the best I've seen without being overly complicated. Zoho Projects keeps getting better! Recent new enhancements makes it even easier to navigate. There are new keyboard shortcuts that cut my time way down. The tools are very easy to use.
    Read full review
    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
    Read full review
    Zoho
    Zoho Projects is an easy project management tool to use. It provides all the functionality that we required for handling projects. We can easily create personal forms for projects and tasks, allowing us to add and report on our own desire. Apart from this we can create and edit documents in real time which saves our time. This allows us to share text docs, presentations, tables with the whole team and we can work on them together
    Incentivized
    Read full review
    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
    Read full review
    Zoho
    Has not been down to my knowledge.
    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
    Read full review
    Zoho
    Speed meets my expectations.
    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
    Read full review
    Zoho
    Although it might lack intuitiveness, once you get a hang of how Zoho Projects works, you can do a LOT. The impact good project management has on profitability is huge, and it has helped not only improve communication and coordination when working on a project, but more importantly have adequate tracking of time, due dates and potential bottle necks
    Incentivized
    Read full review
    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
    Zoho
    No answers on this topic
    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
    Read full review
    Zoho
    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
    Read full review
    Zoho
    No answers on this topic
    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
    Read full review
    Zoho
    Zoho Projects provides a more limited set of functionality and customization options than other task/bug trackers on the market, but what it lacks in functionality it makes up for in ease of use. It probably has 80-90% of the features of its competitors but takes about a third of the time to get up and running and realizing value.
    Incentivized
    Read full review
    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
    Read full review
    Zoho
    No answers on this topic
    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.
    Read full review
    Zoho
    • We needed a system to organize our growing business, so anything was better than what we had, which was nothing.
    • Recording time spend is a huge reason for using project software. It has made me aware of the tasks that are taking too long and where we are not being profitable as a company.
    • It has kept our team accountable for what needs to get completed and when projects are not in motion or completed timely. It's helpful to know in order to get billing out faster.
    Incentivized
    Read full review
    ScreenShots

    Wolters Kluwer CCH® Tagetik Screenshots

    Screenshot of Homepage

    Zoho Projects Screenshots

    Screenshot of Task Automation with Blueprint - Map out your entire workflow with no code as flowcharts. Automate your tasks and notifications and set approval criteria with blueprint.Screenshot of Intuitive Gantt Charts - Say what, say who, say when. And done. Zoho Projects' Gantt chart comes feature loaded with advanced operations such as Critical path and Baseline.Screenshot of Inbuilt Issue Tracker - You can log, organize, track, and fix any problems. Features such as status and workflow, can be customized to suit the exact needs of your project.Screenshot of Drag, Drop and Done - A view of your tasks as cards placed along columns. Helps you identify bottlenecks and reorganize quickly using drag and drop.Screenshot of A quick pulse of all your work - The Portfolio dashboard, is a compact overview of all the work that's been happening across projects with widgets that address the project level timeline, status, ownership, budget health, and clients.Screenshot of Looks that matter - A refreshing UI that supports multiple themes, including an eye-catching dark mode.