TrustRadius

SmartVault vs. Wolters Kluwer CCH ProSystem fx

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
SmartVault
Score 6.0 out of 10
N/A
SmartVault is a file syncing and sharing option from the Houston based company of the same name.
$16
per user/per month
Wolters Kluwer CCH ProSystem fx
Score 7.8 out of 10
N/A
Wolters Kluwer offers the ProSystem fx Suite (also the CCH ProSystem fx Suite editions with similar capabilities), a workflow management suite with document management system for accounting firms. The solution presents centralized firm management capabilities with firm, employee and client dashboard, project and contact management, and billing / invoicing, as well as reporting and marketing capabilities.N/A
Pricing
SmartVaultWolters Kluwer CCH ProSystem fx
Editions & Modules
Starter
$16
per user/per month
Professional
$20
per user/per month
Accounting Pro
$40
per user/per month
Enterprise
Contact sales team
No answers on this topic
Offerings
Pricing Offerings
SmartVaultWolters Kluwer CCH ProSystem fx
Free Trial
NoNo
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
NoNo
Entry-level Setup FeeNo setup feeNo setup fee
Additional Details——
More Pricing Information
Community Pulse
SmartVaultWolters Kluwer CCH ProSystem fx
Features
SmartVaultWolters Kluwer CCH ProSystem fx
File Sharing & Management
Comparison of File Sharing & Management features of Product A and Product B
SmartVault
8.3
Ratings
1% below category average
Wolters Kluwer CCH ProSystem fx
-
Ratings
Document collaboration10.00 Ratings00 Ratings
Access control5.00 Ratings00 Ratings
File search10.00 Ratings00 Ratings
Cloud Storage Security & Administration
Comparison of Cloud Storage Security & Administration features of Product A and Product B
SmartVault
7.0
Ratings
21% below category average
Wolters Kluwer CCH ProSystem fx
-
Ratings
User and role management9.00 Ratings00 Ratings
File organization5.00 Ratings00 Ratings
Cloud Storage Platform
Comparison of Cloud Storage Platform features of Product A and Product B
SmartVault
5.0
Ratings
52% below category average
Wolters Kluwer CCH ProSystem fx
-
Ratings
Performance5.00 Ratings00 Ratings
Reliability5.00 Ratings00 Ratings
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SmartVaultWolters Kluwer CCH ProSystem fx
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User Ratings
SmartVaultWolters Kluwer CCH ProSystem fx
Likelihood to Recommend
1.0
(0 ratings)
7.7
(0 ratings)
Support Rating
2.0
(0 ratings)
-
(0 ratings)
User Testimonials
SmartVaultWolters Kluwer CCH ProSystem fx
Likelihood to Recommend
I would not recommend it
Luke Maddux, PG, LG | TrustRadius Reviewer
Read full review
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.
Verified User
Anonymous
Read full review
Pros
  • Easy navigation
  • Email notifications
  • Document previews
Luke Maddux, PG, LG | TrustRadius Reviewer
Read full review
  • Easy to use platform
  • Document retention accessibility
  • Digital library to prevent duplication of work
AB
Andrew Bogren
Audit Manager
Read full review
Cons
  • They have cut back on support as have many SaaS companies recently.
  • The documentation can sometimes be a little difficult to follow.
JG
Read full review
  • 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.
Verified User
Anonymous
Read full review
Support Rating
Reaching someone is more difficult than it should be. Also, they don't take possession of known issues always suggesting it is a local PC issue in initial conversations. That, of course, can be frustrating for the end-user.
JG
Read full review
No answers on this topic
Alternatives Considered
Our due diligence on this application was a bit week. We read the reviews on its closet competition (Sharefile) but did not actually enter into a trial with them. We would definitely suggest that potential subscribers do so.
JG
Read full review
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
Verified User
Anonymous
Read full review
Return on Investment
  • Expensive product but the ROI is still excellent.
  • Can't see how any accounting firm could get by without it.
JG
Read full review
No answers on this topic
ScreenShots