CCH ProSystem fx

4.3 (53)
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Practice management software

About CCH ProSystem fx

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.

It offers a variety of features including expense entry, remote access, reporting, forecasting, productivity tracking, contact management, and more. It provides a mobile time application, which allows staff members to log time and view client information from remote locations using iOS and Android devices.


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CCH ProSystem fx Software - CCH ProSystem fx firm dashboard

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CCH ProSystem fx

4.3 (53)
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Starting Price

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Pricing Options

Free version
Free trial
Free version
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Features

7
13

Integrations

No integrations found
No integrations found

Ease of Use

4.0 (53)
3.6 (41)

Value for Money

3.8 (53)
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Customer Service

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Reviews

Overall rating

4.3 /5
(53)
Value for Money
3.8/5
Features
4.2/5
Ease of Use
4.0/5
Customer Support
3.8/5

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Software buyers need your help! Product reviews help the rest of us make great decisions.

Showing 5 reviews of 53
Nazli
Nazli
Overall rating
  • Industry: Information Technology & Services
  • Company size: 10,000+ Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Ease of Use
  • Likelihood to recommend 9.0 /10

Accounting Gem

Reviewed on 2021/09/08

Over all its a good product.

Over all its a good product.

Pros

We are using several WK products for accounting and taxation this is also one of them. Calculations are very accurate. Highly professional software for accounting.

Cons

You really dont know how calculation done and its bit expensive for small scale companies. In worst case if you find any bug in any box you cant override it with correct value.

Linsay
Overall rating
  • Industry: Accounting
  • Company size: Self Employed
  • Used Weekly for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 8.0 /10

CCH ProSystem fx for tax practice

Reviewed on 2023/11/01

I had a rough startup with CCH, but now that those issues have been resolved this software is...

I had a rough startup with CCH, but now that those issues have been resolved this software is working well for me and my small tax practice.

Pros

I utilize some pieces of CCH ProSystem fx, including Planning, but also utilize Axcess Tax for the cloud feature. I think the tax preparation is great, but it does take a lot of time to set up if you are using it for the first time to get return defaults set. There are lots of videos and instructions available in the help section.

Cons

It's a hard to obtain software information and pricing from CCH because there are so many options available and specifics are only available from talking with an account rep.

Alternatives Considered

ProConnect Tax, Drake Tax and Lacerte Tax

Reasons for Switching to CCH ProSystem fx

I was more familiar with CCH and the pricing options ended up being more affordable for a 150 return package than the other options for me at the time.
Steve
Overall rating
  • Industry: Accounting
  • Company size: 11–50 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 0.0 /10

Worst Tax Software EVER!

Reviewed on 2024/08/30

If you are contemplating suicide, this software will definitely be a deciding factor in cementing...

If you are contemplating suicide, this software will definitely be a deciding factor in cementing your demise. There is nothing good that I can say about it. I have used it for several years and it the root cause of almost all of my frustration at work. Unfortunately, where I work, I do not have the authority to fire CCH and buy good software.

Pros

Nothing. It sucks. There is nothing good about it. I would rather scratch a chalkboard until my fingers bled than use CCH Prosystem fx.

For those who claim it is great, they are either masochists or do not know any better because they have never used anything else.

Cons

Clunky. Buggy. Not intuitive. Waster of time. Inconsistent performance. Poor customer support. Just bad software.

Isabelle
Overall rating
  • Industry: Entertainment
  • Company size: 2–10 Employees
  • Used Monthly for 1+ year
  • Review Source

Overall rating

  • Ease of Use
  • Likelihood to recommend 6.0 /10

A basic system reliable and easy

Reviewed on 2024/04/01

Pros

It's easy to use and reliable, it has a safe feeling as well to share sensitive documents

Cons

the functionalities could be improve, for example, to be able to preview the documents uploaded instead of having to download them each time.

Verified Reviewer
Overall rating
  • Industry: Accounting
  • Company size: 51–200 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Ease of Use
  • Customer Support
  • Likelihood to recommend 5.0 /10

Could use some tweaks & improvement

Reviewed on 2023/01/13

Pros

This software is functional enough to accomplish what needs to be done.

Cons

It is not fully integrated with other parts of CCH (i.e. Workflow doesn't talk nicely to Axcess) which is a problem.

Showing 5 reviews of 53 Read all reviews

CCH ProSystem fx FAQs

Below are some frequently asked questions for CCH ProSystem fx.

CCH ProSystem fx offers the following pricing plans:

  • Free Trial: Not Available

Contact Wolters Kluwer for pricing details

CCH ProSystem fx has the following typical customers:

11–50, 51–200, 201–500, 501–1,000, 1,001–5,000

CCH ProSystem fx supports the following languages:

English

CCH ProSystem fx supports the following devices:

We do not have any information about what integrations CCH ProSystem fx has

CCH ProSystem fx offers the following support options:

Email/Help Desk, Knowledge Base, Phone Support

Related categories

See all software categories found for CCH ProSystem fx.