Item: Wolters Kluwer CCH ProSystem fx
Rating: 8
Author: Verified User

Overall Satisfaction with Wolters Kluwer CCH ProSystem fx

Pros and Cons

Pros

Robust tax preparation
Workflow management for teams
Integration with other apps

Cons

Higher learning curve for novice tax preparers
Large Data resource hog thus slowing other applications
Steep price tag

Alternatives Considered

Thomson Reuters CS Professional Suite and CCH Axcess

We evaluated Thomson Reuters CS Professional Suite and CCH Axcess against CCH Prosystem fx and found that CCH Prosystem fx edged out Thomson Reuters CS Professional Suite and CCH Axcess. Thompson Reuters had many of the features, but came in slightly short in regards to forms available and software comparability.

Key Insights

Do you think Wolters Kluwer CCH ProSystem fx delivers good value for the price?

Yes

Are you happy with Wolters Kluwer CCH ProSystem fx's feature set?

Yes

Did Wolters Kluwer CCH ProSystem fx live up to sales and marketing promises?

Yes

Did implementation of Wolters Kluwer CCH ProSystem fx go as expected?

Yes

Would you buy Wolters Kluwer CCH ProSystem fx again?

Yes

Likelihood to Recommend

Wolters Kluwer CCH ProSystem fx is best suited for more experienced tax professionals that typically prepare more complicated individual returns (1040). It is also well suited for firms that prepare corporate, partnerships, estate/trusts, and other more detailed returns that require K-1's. The application is good for small and large teams due to the workflow that keeps everyone on the same page.

For smaller firms that prepare simple returns, there are other products in the market to fulfill those needs.

Comments

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Robust Tax Application

Software Version