CCH ProSystem fx
Streamline tax, accounting, and audit workflows for maximum firm productivity.
Executive Summary
CCH ProSystem fx is a comprehensive on-premise software suite designed for public accounting firms and corporations of all sizes. It streamlines the entire tax workflow, from data acquisition to return preparation, review, and delivery, integrating with accounting, audit, and workflow management tools. The platform's key value lies in enhancing accuracy, efficiency, and security for complex tax and accounting operations, supporting advanced compliance and enabling a digital tax workflow.
Use Cases
- Comprehensive tax preparation and e-filing for individuals, corporations, partnerships, and other entities.
- Strategic tax planning and 'what-if' scenario analysis for clients.
- Management of audit workpapers and trial balances for attest engagements.
- Tracking and management of fixed assets and depreciation for compliance and planning.
- Streamlining firm workflow, client management, and billing processes.
- Ensuring compliance with federal, state, and local tax regulations.
Features
Visibility
- Customizable Workspace: Allows preparers to personalize their interface with flexible views, custom toolbars, and adjustable column sizes for efficient navigation.
- Print Preview Capability: Enables users to preview different copies of a return (Accountant, Government, Client, K-1) before final printing.
- Integrated Practice Management Dashboards: Provides real-time dashboards for firm reporting, project tracking, and client management, enhancing operational visibility.
- Prior-Year Data Visibility: Offers easy access to prior-year data for comparison and roll-forward, aiding in consistent tax preparation.
Intelligence
- What-If Tax Planning Scenarios: Enables the creation and review of multiple tax scenarios to optimize tax outcomes and provide proactive client advice.
- Diagnostic Review and Error Resolution: Identifies potential omissions and inconsistencies in returns, providing diagnostic codes and guidance for resolution.
- Automated Form Calculation: Automatically calculates and populates thousands of federal, state, county, and city tax forms and schedules.
Support
- Comprehensive Knowledge Base: Access to an extensive online knowledge base with articles, guides, and solutions for common issues and specific data entry scenarios.
- Direct Links to Research and Government Resources: Provides direct access to IRS and state form instructions, as well as CCH's research platforms like IntelliConnect.
- Product Training and Webinars: Offers training options, tutorials, and webinars to help users maximize their use of the software and stay updated on new features.
- Phone and Virtual Assistant Support: Access to phone support and a virtual assistant for assistance with product-related queries.
Technical Specifications
- Architecture
- On-premise application suite with integrated modules
- Deployment
- On-premise
- Authentication
- MFA, User/Password
- API Available
- No
- MCP Server
- No
Infrastructure
- Microsoft Windows Server
- Microsoft SQL Server
Security & Compliance
Encryption: Secure internet connectivity for data transfers and updates.
Data Residency: US
Pricing
- Model
- Fixed licensing model, tailored to firm's specific needs (not per-return).
- Starting Price
- Contact sales
- Target Customer
- Public accounting firms of all sizes, mid-market to enterprise, specializing in complex tax returns and niche areas.
- Contract Type
- Annual (typical for professional software, not explicitly stated)
- Free Trial
- Yes, Custom demo (credit card required)
Ratings & Reviews
G2: 4/5 (63 reviews) · Capterra: [object Object]/5 · Gartner: [object Object]/5
About Wolters Kluwer
Wolters Kluwer N.V. is a Dutch multinational company. It provides information, software, and AI solutions for professionals in healthcare, tax, accounting, finance, legal, and compliance sectors.