Satisfied User!
May 03, 2024

Satisfied User!

Andrew Bogren | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Software Version

CCH ProSystem fx

Overall Satisfaction with Wolters Kluwer CCH ProSystem fx

Pros

  • Easy to use platform
  • Document retention accessibility
  • Digital library to prevent duplication of work

Cons

  • 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
Given our industry (audit, tax & advisory services) having a centralized "binder" system to prevent duplication of efforts is paramount from an efficiency standpoint. Furthermore, the interface for sign-offs, file modification dates, the workpaper note features are fantastic to keep audit teams and other professional teams on the same page.

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