OfficeTools vs CCH ProSystem fx
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Overview
OfficeTools provides everything you need to run your tax and accounting practice from a single solution.
Deployment
- Cloud-based
- On-premise
Support Options
- Email/Help Desk
- FAQs/Forum
- Knowledge Base
- Phone Support
- 24/7 (Live rep)
CCH ProSystem fx is a practice management software that provides businesses with dashboards to manage firm, project, employee, and client-related tasks. It includes billing and accounts receivable modules, which let administrators create and edit invoices, billing worksheets, enter payments, analyze finance charges, and manage cash flows.
CCH ProSystem fx is a practice management software that provides businesses with dashboards to manage firm, project, employee, and client-related...
Deployment
- Cloud-based
- On-premise
Support Options
- Email/Help Desk
- FAQs/Forum
- Knowledge Base
- Phone Support
- 24/7 (Live rep)
Images
Pricing
Starting from
Not provided by vendor
- Free Version
- Free Trial
- Subscription
Starting from
Not provided by vendor
- Free Version
- Free Trial
- Subscription
Reviews
Ease of Use
3.7/ 5Features
3.9/ 5Customer Service
3.8/ 5Value for Money
3.7/ 5Ease of Use
3.9/ 5Features
4.1/ 5Customer Service
3.8/ 5Value for Money
3.7/ 5Features
Total features 48
- Accounting
- Appointment Management
- Approval Workflow
- Audit Trail
- Billable Items Tracking
- Billing & Invoicing
- Billing Portal
- CRM
- Calendar Management
- Client Management
- Client Portal
- Collaboration Tools
- Communication Management
- Contact Database
- Contingency Billing
- Customizable Branding
- Customizable Invoices
- Document Management
- Document Storage
- Due Date Tracking
- Email Management
- Employee Management
- Expense Tracking
- Financial Management
- For Accountants
- For CPA Firms
- For Tax Practices
- Hourly Billing
- Invoice Creation
- Invoice History
- Mobile Payments
- Monitoring
- Online Invoicing
- Online Payments
- Payment Processing
- Project Accounting
- Project Billing
- Project Time Tracking
- Recurring/Subscription Billing
- Reminders
- Staff Management
- Task Management
- Task Progress Tracking
- Tax Calculation
- Tax Filing
- Tax Forms
- Time Tracking
- Timer
- Timesheet Management
- Workflow Management
Total features 7
- Accounting
- Appointment Management
- Approval Workflow
- Audit Trail
- Billable Items Tracking
- Billing & Invoicing
- Billing Portal
- CRM
- Calendar Management
- Client Management
- Client Portal
- Collaboration Tools
- Communication Management
- Contact Database
- Contingency Billing
- Customizable Branding
- Customizable Invoices
- Document Management
- Document Storage
- Due Date Tracking
- Email Management
- Employee Management
- Expense Tracking
- Financial Management
- For Accountants
- For CPA Firms
- For Tax Practices
- Hourly Billing
- Invoice Creation
- Invoice History
- Mobile Payments
- Monitoring
- Online Invoicing
- Online Payments
- Payment Processing
- Project Accounting
- Project Billing
- Project Time Tracking
- Recurring/Subscription Billing
- Reminders
- Staff Management
- Task Management
- Task Progress Tracking
- Tax Calculation
- Tax Filing
- Tax Forms
- Time Tracking
- Timer
- Timesheet Management
- Workflow Management
Integrations
- APX e-Invoicing
- Lacerte Tax
- Microsoft Excel
- Microsoft Outlook
- Microsoft Word
- QuickBooks Online Advanced
Not provided by vendor
