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 (52)
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Starting Price

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Pricing Options

Free version
Free trial
Free version
Free trial

Features

7
13

Integrations

No integrations found
No integrations found

Ease of Use

4,0 (52)
3,6 (38)

Value for Money

3,8 (52)
3,2 (38)

Customer Service

3,9 (52)
3,5 (38)
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Reviews

Overall rating

4,3 /5
(52)
Value for Money
3,8/5
Features
4,3/5
Ease of Use
4,0/5
Customer Support
3,9/5

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

Showing 5 reviews of 52
Verified Reviewer
Overall rating
  • Industry: Construction
  • Company size: 501–1 000 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

CCH Prosystem Fx - quality product with a price to match

Reviewed on 2018/10/08

Pros

Prosystem Fx is a professional level tax software program generally designed for big firms, but it is useful for any professional that wants a high quality product. It handles most every form and calculation you can imagine with ease, and I would place it as the #2 professional level tax software product on the market based upon its features. They also have customer support that is usually very good, as some support personnel are also the software developers during the busy season. Prosystem Fx is the name for a large product suite, so it's hard to describe a particular feature as the selling point.

Cons

It is very expensive -- generally the most expensive tax software product on the market.

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.
Joe
Joe
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 6.0 /10

Not good, but likely your best option

Reviewed on 2020/07/20

I've been using the software for 10+ years and every month I find a new problem with it, almost...

I've been using the software for 10+ years and every month I find a new problem with it, almost without fail. tax is complicated so I get that they can't program fro everything that may come up but sometimes it is a struggle to get simple things right.

Pros

Functionality is better than most of the other tax software out there, navigation to frequently used items is decent. read the cons, but this is still likely the best option out there

Cons

tons of calculations that you cannot find support for how the software is doing the math, link to worksheets option never just takes you to where the number is entered, states look like they were all designed by a different developer so there are 50 different ways to do the same thing on different states, e-file rejects can be impossible to clear, support is only marginally useful and most of the time has to kick you to developers, some data entry is just completely hidden and if you don't know exactly where to go you will not intuitively find it.

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

Overall rating

  • Ease of Use
  • Likelihood to recommend 8.0 /10

Gets the job done, but could use some upgrades

Reviewed on 2020/02/12

Engagement is our main tool for preparing and storing our audit workpapers. It's dependable (for...

Engagement is our main tool for preparing and storing our audit workpapers. It's dependable (for the most part), and easy to train new hires on.

Pros

(referring specifically to Engagement) The software is very simple to use initially, but has some fun tricks you can pick up on with repeated use. It's very well organized, and has a lot of strong built-in tools. It's easy to organize an audit, and also have all your work linked directly back to a trial balance. It also makes preparing schedules for financial statements quite easy.

Cons

(referring specifically to Engagement) There are some antiquated functions, like some of the trial balance reports that are 'locked' so that you can't modify any cells within them. Additionally, a lot of the reports have excess tabs that add additional clutter to the spreadsheets, and it's not clear why they're there. Lastly, the system can be slow to open and close files, but that's what you have to put up with, I guess.

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

Overall rating

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

No Customer Service... ZERO...NONE

Reviewed on 2022/07/26

Customer service... what customer service? NEVER NEVER NEVER NEVER!!!! Do not purchase unless you...

Customer service... what customer service? NEVER NEVER NEVER NEVER!!!! Do not purchase unless you are a large firm spending 50 or 100 thousand.

Pros

The software will prepare any return. I need for foreign returns and this has all forms. But when something goes wrong you are on your own. There is no one at the other end of the telephone to help you.

Cons

NO CUSTOMER SERVICE! Spent 2 weeks trying to add a state. Worse than on hold with the IRS. 2 and 3 hours and still no answer. Put in a ticket and maybe in a week someone calls if at all. Had to go though a different sales rep to get technical help as my sales rep stopped calling me. Used at a larger firm and was good but now on my own and you are at the bottom of the barrel for any help. Actively looking to switch as my heart will not take another tax season with no service.

Showing 5 reviews of 52 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

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