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Wolters Kluwer CCH ProSystem fx

Score7.8 out of 10

14 Reviews and Ratings

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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

Reviews

What users are saying about Wolters Kluwer CCH ProSystem fx.
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Robust Tax Application

Incentivized
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

Satisfied User!

Incentivized
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

Maybe not a while ago, but there are many other options out there now!

Incentivized
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

CCH ProSystem fx for family management companies: What can be better?

Incentivized
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