Proconnect Tax Online vs. Wolters Kluwer CCH ProSystem fx

Intuit has coined the term "Firm of the Future" and its products live up to that moniker. If you run a practice that is cloud based, paperless and makes use of cutting edge tools such as e-signatures, client portals, etc., then this product will be a good fit for you. If you are slow to change and want to use the traditional desktop computing environment and frequently print client draft returns for review, use wet signatures, etc. then this might not be the product for you. If you are already using some of Intuit's products and plan to implement more business clients into QuickBooks Online, I would say this product is a "must have".

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It does well with preparing tax returns once all the updates are in. It does a good job of providing report creation flexibility. Their multiple applications communicate well with each other. The Engagement module which is designed for audits needs improvement. So does their Scan module which is designed for document management.

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• Final taxes are clear.
• The esignature is easy most of the time for clients to sign.
• The dropdown for selecting the right year is clear.

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• Robust tax preparation
• Workflow management for teams
• Integration with other apps

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• Not very many software titles outside the Intuit family can be used to integrate with the product.
• The UI is a bit dated looking.
• Can get rather costly if larger volumes of returns are prepared.

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• There are times in which the program does freeze/stopped processes
• The binder search feature could be enhanced for easier use
• Ability to change a client name and have it reflected in the local file room

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The support is, excellent and Intuit overall provides good support. Their customer service representatives are friendly and always assist with issues when needed. There are multiple ways to contact the support team. I have not sued them though very much for technical tax issues and primarily the customer service team when needed.

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I think ProConnect Tax Online is better than competitors. As I am new to my career, the only software I have used are ProConnect Tax Online, and Thomson Reuters Ultra Tax. I prefer cloud-based software, but I think Ultra Tax is easier software to learn on. It is easier to learn on because it is form based

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Intacct is what we use for data input and management. It is on cloud like CCH ProSytem fx is. We can use it anywhere, away on a conference, work from home, work offsite, as long as we have a laptop and internet. There is nothing to install on your computer, you just need the link and your username and password to log in. Microsoft Dynamics GP was used for 3 years and we finally abandoned it after trying out QuickBooks. The interface was not user friendly. We used QuickBooks for 3 years before we transitioned to Intacct, there was always something broken--no major issues, just small problems--and we got fed up.

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• Just being the administrative assistant I can't really talk on ROI - that would be for my boss to address. But since our office strives to be completely paperless efiling fits in with our paperless narrative.

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A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info