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CCH ProSystem fx vs Fieldguide

CCH ProSystem fx

4.2 (54)
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Fieldguide

4.7 (41)
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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
  • Chat
View profile
Fieldguide's AI Platform for Advisory and Audit is built for practitioners by practitioners. The AI-powered software helps clients and teams streamline any type of engagement, including SOC 2, PCI, HITRUST, and more.
Fieldguide's AI Platform for Advisory and Audit is built for practitioners by practitioners. The AI-powered software helps clients and teams...

Deployment

  • Cloud-based
  • On-premise

Support Options

  • Email/Help Desk
  • FAQs/Forum
  • Knowledge Base
  • Phone Support
  • Chat
View profile

Starting from

Not provided by vendor

  • Free Version
  • Free Trial
  • Subscription

Starting from

Not provided by vendor

  • Free Version
  • Free Trial
  • Subscription

Overall rating

4.2 /5
(54)

Ease of Use

3.9/ 5

Features

4.1/ 5

Customer Service

3.8/ 5

Value for Money

3.7/ 5
Read all reviews

Overall rating

4.7 /5
(41)

Ease of Use

4.6/ 5

Features

4.6/ 5

Customer Service

5.0/ 5

Value for Money

4.6/ 5
Read all reviews

Total features 7

  • @mentions
  • API
  • Access Controls/Permissions
  • Activity Dashboard
  • Activity Tracking
  • Ad hoc Reporting
  • Alerts/Escalation
  • Alerts/Notifications
  • Approval Process Control
  • Approval Workflow
  • Archiving & Retention
  • Assessment Management
  • Assignment Management
  • Audit Management
  • Audit Planning
  • Audit Trail
  • Auditing
  • Billing & Invoicing
  • Business Process Automation
  • Change Management
  • Chat/Messaging
  • Checklists
  • Client Management
  • Client Portal
  • Collaboration Tools
  • Commenting/Notes
  • Communication Management
  • Compliance Management
  • Compliance Tracking
  • Configurable Workflow
  • Content Management
  • Customer Engagement
  • Customizable Branding
  • Customizable Dashboard
  • Customizable Fields
  • Customizable Forms
  • Customizable Reports
  • Customizable Templates
  • Dashboard
  • Dashboard Creation
  • Data Connectors
  • Data Discovery
  • Data Extraction
  • Data Import/Export
  • Data Management
  • Data Security
  • Data Visualization
  • Document Capture
  • Document Classification
  • Document Generation
  • Document Management
  • Document Review
  • Document Storage
  • Document Templates
  • Due Date Tracking
  • Electronic Forms
  • Electronic Signature
  • Email Management
  • Environmental Compliance
  • File Management
  • File Recovery
  • File Sharing
  • File Transfer
  • For Accountants
  • For CPA Firms
  • Forms Management
  • Full Text Search
  • HIPAA Compliant
  • ISO Compliance
  • Issue Management
  • Messaging
  • PCI Assessment
  • PCI Compliance
  • Performance Metrics
  • Policy Management
  • Process/Workflow Automation
  • Progress Tracking
  • Project Management
  • Query Builder
  • Real Time Editing
  • Real-Time Analytics
  • Real-Time Data
  • Real-Time Notifications
  • Real-Time Reporting
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Risk Alerts
  • Risk Analysis
  • Risk Assessment
  • Risk Management
  • Role-Based Permissions
  • Sarbanes-Oxley Compliance
  • Search/Filter
  • Secure Data Storage
  • Secure Login
  • Security Auditing
  • Self Service Data Preparation
  • Self-service Analytics
  • Single Sign On
  • Status Tracking
  • Surveys & Feedback
  • Tagging
  • Task Management
  • Task Progress Tracking
  • Tax Filing
  • Tax Forms
  • Template Management
  • Templates
  • Third-Party Integrations
  • To-Do List
  • User Management
  • Vendor Management
  • Version Control
  • Workflow Configuration
  • Workflow Management

Total features 112

  • @mentions
  • API
  • Access Controls/Permissions
  • Activity Dashboard
  • Activity Tracking
  • Ad hoc Reporting
  • Alerts/Escalation
  • Alerts/Notifications
  • Approval Process Control
  • Approval Workflow
  • Archiving & Retention
  • Assessment Management
  • Assignment Management
  • Audit Management
  • Audit Planning
  • Audit Trail
  • Auditing
  • Billing & Invoicing
  • Business Process Automation
  • Change Management
  • Chat/Messaging
  • Checklists
  • Client Management
  • Client Portal
  • Collaboration Tools
  • Commenting/Notes
  • Communication Management
  • Compliance Management
  • Compliance Tracking
  • Configurable Workflow
  • Content Management
  • Customer Engagement
  • Customizable Branding
  • Customizable Dashboard
  • Customizable Fields
  • Customizable Forms
  • Customizable Reports
  • Customizable Templates
  • Dashboard
  • Dashboard Creation
  • Data Connectors
  • Data Discovery
  • Data Extraction
  • Data Import/Export
  • Data Management
  • Data Security
  • Data Visualization
  • Document Capture
  • Document Classification
  • Document Generation
  • Document Management
  • Document Review
  • Document Storage
  • Document Templates
  • Due Date Tracking
  • Electronic Forms
  • Electronic Signature
  • Email Management
  • Environmental Compliance
  • File Management
  • File Recovery
  • File Sharing
  • File Transfer
  • For Accountants
  • For CPA Firms
  • Forms Management
  • Full Text Search
  • HIPAA Compliant
  • ISO Compliance
  • Issue Management
  • Messaging
  • PCI Assessment
  • PCI Compliance
  • Performance Metrics
  • Policy Management
  • Process/Workflow Automation
  • Progress Tracking
  • Project Management
  • Query Builder
  • Real Time Editing
  • Real-Time Analytics
  • Real-Time Data
  • Real-Time Notifications
  • Real-Time Reporting
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Risk Alerts
  • Risk Analysis
  • Risk Assessment
  • Risk Management
  • Role-Based Permissions
  • Sarbanes-Oxley Compliance
  • Search/Filter
  • Secure Data Storage
  • Secure Login
  • Security Auditing
  • Self Service Data Preparation
  • Self-service Analytics
  • Single Sign On
  • Status Tracking
  • Surveys & Feedback
  • Tagging
  • Task Management
  • Task Progress Tracking
  • Tax Filing
  • Tax Forms
  • Template Management
  • Templates
  • Third-Party Integrations
  • To-Do List
  • User Management
  • Vendor Management
  • Version Control
  • Workflow Configuration
  • Workflow Management

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