CCH ProSystem fx for family management companies: What can be better?
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Wolters Kluwer CCH ProSystem fx
Wolters Kluwer CCH ProSystem fx
Wolters Kluwer CCH ProSystem fx
Overview
What is Wolters Kluwer CCH ProSystem fx?
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...
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What is Wolters Kluwer CCH ProSystem fx?
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…
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- No setup fee
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- Free Trial
- Free/Freemium Version
- Premium Consulting / Integration Services
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Product Details
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What is Wolters Kluwer CCH ProSystem fx?
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.
Wolters Kluwer CCH ProSystem fx Technical Details
| Operating Systems | Unspecified |
|---|---|
| Mobile Application | No |
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- user friendly
- everything is digitized
- Sometimes opening the Document program can be slow--I have to be patient.
- Lots of options and commands, takes some time to get used to and master the programs.
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.