Wolters Kluwer CCH ProSystem fx

Score7.8 out of 10

14 Reviews and Ratings

What is Wolters Kluwer CCH ProSystem fx?

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.

Categories & Use Cases

#1 most frequent

Professional, Scientific, and Technical Services

73.5%

410 installations of 558

#2 most frequent

Finance and Insurance

7.7%

43 installations of 558

#3 most frequent

Manufacturing

2.9%

16 installations of 558

Verified User

C-Level Executive in Finance and Accounting (1-10 employees employees)

Pros

Robust tax preparation
Workflow management for teams
Integration with other apps

Cons

Higher learning curve for novice tax preparers
Large Data resource hog thus slowing other applications
Steep price tag

Alternatives Considered

Thomson Reuters CS Professional Suite and CCH Axcess

Andrew Bogren

Audit Manager in Finance and Accounting at Selden Fox, Ltd (51-200 employees employees)

Pros

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

Cons

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

Verified User

Manager in Information Technology (51-200 employees employees)

Pros

When updated, the tax software does well.
Their time and billing application also functions well.
The reporting capabilities are good.

Cons

Timely updates.
Audit software needs to improve its functionality and reduce the errors.
Autoflow functionality of their Scan application still requires lots of human interaction.

Alternatives Considered

Thomson Reuters CS Professional Suite

Verified User

Employee in Finance and Accounting (11-50 employees employees)

Pros

user friendly
everything is digitized

Cons

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.

Alternatives Considered

Sage Intacct, Microsoft Dynamics GP, QuickBooks Desktop Enterprise and QuickBooks Online

Other Software Used

Slack, Microsoft Teams, TValue

Wolters Kluwer CCH ProSystem fx

What is Wolters Kluwer CCH ProSystem fx?

Categories & Use Cases

Most Frequent Users

Professional, Scientific, and Technical Services

Finance and Insurance

Manufacturing