Name: Wolters Kluwer CCH ProSystem fx
Rating: 8.7 (13 reviews)
Author: Wolters Kluwer

Help Desk

Web and Video Conferencing

Customer Support

PHP Frameworks

Text Editors

Development

Admissions and Enrollment

Online Proctoring Software

Education

Business Intelligence (BI)

Collaboration

Contract Analysis

Corporate Performance Management (CPM)

Payment Facilitation

Visitor Management

Whistleblowing

Enterprise

Accounting

Payment Hubs

Finance and Accounting

Applicant Tracking

Corporate Learning Management

Employer of Record (EOR)

HR Management

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

Cloud Storage

Complex Event Processing

Data Pipeline

Data Virtualization

Database-as-a-Service (DBaaS)

Disk Cloning

Endpoint Security

Enterprise Service Bus

Extended Detection and Response (XDR)

Firewall

Fraud Detection

Hosted Virtual Desktop

Integration Platform as a Service (iPaaS)

Interoperability

Network Performance Monitoring

Software Defined Networking (SDN)

Storage as a Service (STaaS)

User Virtualization

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Channel Management

Content Management

Email Marketing

Marketing Attribution

Marketing Automation

Social Media Management

Survey & Forms Building

Translation

Web Analytics

Marketing

Project Management

Transcription

Professional Services

Customer Onboarding

Customer Relationship Management (CRM)

Proposal

Sales Intelligence

Sales

Data-Centric Audit Protection (DCAP)

Intrusion Detection

Operational Technology (OT) Security

Security

Aviation

Construction Accounting

Construction Takeoff and Estimating

Fleet Maintenance

Fleet Management

Insurance Policy Administration Systems

Online Fax

Population Health Management

Public Transportation

Telemedicine

Text Analysis

Vertical-Specific

small

medium

Wolters Kluwer offers CCH Axcess, a modular cloud-based tax preparation, compliance, and workflow management solution.

CCH Axcess

Accounting and Tax Services

Wolters Kluwer

Wolters Kluwer offers the ATX Tax Preparation Software, presented as the easiest to use, most complete professional tax software for CPAs and Small Firms.

Wolters Kluwer ATX

Intuit Lacerte is an Income Tax Compliance system, providing forms, tax planning support, as well as document management and document storage.

Lacerte REP (Fast Path Only)

Lacerte 200 - Federal 1040

Lacerte Unlimited Modules

Intuit Lacerte

Tax Compliance

Type of tax

Tax Reporting & Compliance

Sales and Use Taxes

Cross-border Taxes

VAT / GST Taxes

Energy and Fuel Taxes

Geolocation for Tax Assessment

3rd-Party Software Integrations

Tax Data Reporting

Compliance Administration Management

Tax Exemption Processing

Tax Document Management

Complex Tax Scenario Management

Intuit

1-9 returns

10-49 returns

50-99 returns

100-199 returns

200-299 returns

+300 Returns

Proconnect Tax Online

SmartVault is a file syncing and sharing option from the Houston based company of the same name.

Starter

Professional

Accounting Pro

SmartVault

File Sharing & Management

Cloud Storage Security & Administration

Cloud Storage Platform

Document collaboration

Access control

File search

User and role management

File organization

Performance

Reliability

SmartVault Corporation

Top Rated 2023

large

Vertex

Vertex Inc.

Redtail CRM is a cloud-based CRM soluton specifically  for financial advisors. Redtail is offered as a subscription service and, unlike most of the other CRM providers available, is priced per database, rather than per user, allowing up to 15 database users for one monthly subscription cost.

Basic

Redtail CRM

Financial Services CRM

Orion Advisor Tech

Premium

TaxJar

Stripe

Intuit TurboTax

Likelihood to Recommend

IT Service Provider Project Management

Pilot.com

Vendor pre-sale

Vendor post-sale

Pilot.com, Inc.

Accountancy Cloud

Bitwave

botkeeper

Botkeeper

TaxAct Business

TaxAct

CCH Central

Capital Business Services

Capital Business Solutions

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.

Core

Plus

ZenLedger is an analytics platform that simplifies cryptocurrency taxes to help investors and tax professionals in portfolio management.

Starter (up to 100 transactions)

Premium  ( up to 5000 transactions)

Executive (unlimited)

Zenledger

Wolters Kluwer CCH ProSystem fx

Wolters Kluwer is a global leader in professional information, software solutions, and services for tax and accounting, financial and corporate compliance, corporate performance and ESG, healthcare, and legal and regulatory sectors. We help our customers make critical decisions every day by providing expert solutions that combine deep domain knowledge with specialized technology and services. Wolters Kluwer reported 2022 annual revenues of €5.5 billion. The group serves customers in over 180 countries, maintains operations in over 40 countries, and employs approximately 20,000 people worldwide. The company is headquartered in Alphen aan den Rijn, the Netherlands.  For more information, visit <a href="http://www.wolterskluwer.com/" rel="">www.wolterskluwer.com</a>.<br><br>CCH Tagetik is part of Wolters Kluwer's ecosystem serving the Office of Finance. We provide an integrated approach to information, software, and services that deliver vital insights, intelligent tools, and the guidance of subject-matter experts for customers to navigate complex challenges that face the Office of the CFO today. With over 185 years of experience in the markets we serve, Wolters Kluwer has become a trusted expert in tax and accounting, corporate performance management, supply chain planning, and ESG compliance. Visit <a href="https://www.wolterskluwer.com/en/solutions/cch-tagetik" target="_blank" rel="nofollownoopener">CCH Tagetik Website</a> for more information.

Reviews

TrustRadius is a technology and business research firm based in Austin, Texas. The company is known as a review platform for verified B2B technology and software reviews through a proprietary algorithm and human verification.

TrustRadius

Takes some time

Data gathering

Lots of options

User friendly

Online help

Help desk

Home

Accounting and Tax Services Providers

Microsoft Dynamics GP

QuickBooks Online

Sage Intacct

QuickBooks Desktop Enterprise

Slack

TValue

Microsoft Teams

Pros and Cons

Things done well

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.

Things done poorly

If you want to streamline your record keeping, daily accounting tasks, and tax prep and review, CCH ProSystem fx will greatly increase your productivity by integrating all those needs. It is very useful for any professional that wants high quality and reliable software to aid your daily accounting work or tax returns.

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.

Sage Intacct, Microsoft Dynamics GP, QuickBooks Desktop Enterprise and QuickBooks Online

Alternatives

CCH ProSystem fx 2020-01-14 09:31:44

Operating Systems	Unspecified
Mobile Application	No

Wolters Kluwer CCH ProSystem fx

Overview

What is Wolters Kluwer CCH ProSystem fx?

CCH ProSystem fx for family management companies: What can be better?

Pricing

Wolters Kluwer CCH ProSystem fx

What is Wolters Kluwer CCH ProSystem fx?

Entry-level set up fee?

Offerings

Would you like us to let the vendor know that you want pricing?

Alternatives Pricing

Pilot

What is Pilot?

Zenledger

What is Zenledger?

Product Details

What is Wolters Kluwer CCH ProSystem fx?

Wolters Kluwer CCH ProSystem fx Technical Details

Comparisons

Compare with

CCH Axcess

Wolters Kluwer ATX

Intuit Lacerte

Proconnect Tax Online

SmartVault

Vertex

Redtail CRM

TaxJar

Intuit TurboTax

Pilot

Accountancy Cloud

Bitwave

botkeeper

TaxAct Business

CCH Central

Capital Business Services

Reviews and Ratings

Attribute Ratings

Reviews

No reviews found