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Wolters Kluwer CCH ProSystem fx vs. Wolters Kluwer TaxWise

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    Overview
    ProductRatingMost Used ByProduct SummaryStarting Price

    Wolters Kluwer CCH ProSystem fx

    Score7.8 out of 10
    N/AWolters 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

    Wolters Kluwer TaxWise

    Score10 out of 10
    N/AWolters Kluwer offers the TaxWise tax preparation software solution, a desktop software designed to support E-filing and fee collection process from start to finish so users can manage their clients’ documents digitally, and offer a variety of low-priced bank products.N/A
    Pricing
    Wolters Kluwer CCH ProSystem fxWolters Kluwer TaxWise
    Editions & Modules
    No answers on this topic
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    Offerings
    Pricing Offerings
    Wolters Kluwer CCH ProSystem fxWolters Kluwer TaxWise
    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
    User Ratings
    Wolters Kluwer CCH ProSystem fxWolters Kluwer TaxWise
    Likelihood to Recommend
    7.8
    (4 ratings)
    -
    (0 ratings)
    User Testimonials
    Wolters Kluwer CCH ProSystem fxWolters Kluwer TaxWise
    Likelihood to Recommend
    Wolters Kluwer
    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.
    Incentivized
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    Wolters Kluwer
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    Pros
    Wolters Kluwer
    • Robust tax preparation
    • Workflow management for teams
    • Integration with other apps
    Incentivized
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    Wolters Kluwer
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    Cons
    Wolters Kluwer
    • 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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    Wolters Kluwer
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    Alternatives Considered
    Wolters Kluwer
    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.
    Incentivized
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    Wolters Kluwer
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