CCH Axcess vs. Wolters Kluwer CCH ProSystem fx

If you have a pro that uses the software then you should be fine. If you are using the software and need any support from THEIR customer support people or dedicated rep, be prepared to be frustrated! Horrible Customer Service but it is due to Wolters Kluwer not caring and purchasing various tax products but not having the ethics to make sure they are properly trained or overwhelmed

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.

Incentivized

• CCH Document - It's cloud based. The program is user-friendly and easily customizable.
• CCH Tax - Relatively easy system navigation. It satisfies all our tax return filing needs.

Incentivized

• Easy to use platform
• Document retention accessibility
• Digital library to prevent duplication of work

Incentivized

• Billing issues.
• Customer service.
• Deceptive information provided when placing order. Then turn around and said that’s not right.
• Ability to listen to customers.
• Sales rep doesn’t know what client ordered.
• Reps who don’t care.

• Sometimes opening the Document program can be slow--I have to be patient.
• Lots of options and commands, takes some time to get used to and master the programs.

Incentivized

CCH offered a best-in-class product at a price point that was "reasonable", given the high volume of users in our organization and the immense number of tax returns we complete annually. We also already employ many other tools from the WoltersKluwer family of applications, which alleviates the administrative burden of reviewing a new vendor.

Incentivized

We use Thomson Reuters suite for payroll purposes but they do offer the same services as Wolters Kluwer does. I have heard from companies that do use Thomson Reuters tax and they are happy with it. As mentioned, I was not present at this firm when CCH was purchased so I am not sure if any comparisons were done between the two

Incentivized