Reliability, consistency, ease of installation, everything just works. What I, as the IT Manager like best is the level of support I receive from CCH.

Poor tech support and poor installation services.

Functional suite of products that get the job done. Perfect for small to mid size organizations, even for simple college organizations.

Great place to host and store a lot of data and large files. Has options to link data, which can be helpful when streamlining workpapers.

Overall, the software is a great tool to use for audit, tax and other projects management purposes and with its competitive price, one should consider this among their picks.

The software is very simple to use initially, but has some fun tricks you can pick up on with repeated use. It's very well organized, and has a lot of strong built-in tools.

Overall, the software does a decent job taking information, running it through current tax law, and inputting on forms. I like how it integrates with Engagement.

It's the best tax software available and I would highly recommend it.

This software is very robust. It can integrate with various other softwares which can make monotonous tasks streamlined and efficient.

It is fairly easy to navigate once you get the hang of it. The search function is very useful.

I dislike that they bill in July for the NEXT YEAR for part of the sign up process.

Dependency to Microsoft Office make it costly on software licenses.

They also have customer support that is usually very good, as some support personnel are also the software developers during the busy season.

The addons may also not “load” into their intended software, which can be a difficult issue to fix if the user is not experienced.

I love that you usually can figure out how the software is calculating by using the F1 help function.

For any firm that is medium sized, this is the best option you have for your software.

I have found this to be one of the best tax preparation software's that I have used and even though it is more costly than most others, it is a good value.

Tax is complicated so I get that they can't program fro everything that may come up but sometimes it is a struggle to get simple things right.

I like that the software is user friendly, easy to understand, and accurate. The information flows smoothly from the input to the tax return.

They were always working on it and adding new features. Support people were very good on the phone.

The chat support is very knowledgeable for when you just can't figure things out. Constant updates means they are always working towards a better, more accurate product.

This can certainly be frustrating when you need to get your work done.

The integration with other CCH products is superb.

Overall even though they are expensive I think they are the best on the market.

I am very happy with my experience. Clients receive an excellent tax return that is prepared well thanks to the software.

Reliable software and good support. It's not perfect, but the administration is simple and straightforward.

I like the most that it is user friendly and easy to maneuver. The input flows through seamlessly to the tax return and provides an accurate return.

Glitches in software calculation abound. Lack of knowledge of support...if you actually are able to get to a live person on the phone.

Spent 2 weeks trying to add a state. Worse than on hold with the IRS.

I like that you can do more with this software than other tax programs.

This may cause the entire Microsoft Suite to lock up or freeze, which can create severe issues if the user is not diligent in saving their work.

Functionality is better than most of the other tax software out there, navigation to frequently used items is decent. Read the cons, but this is still likely the best option out there.

Sometimes the emails get lost in spam or are hard to find so people can miss updates. I wish it has a desktop notifications.

Actually I do not have any complaints about the software, it has work greatly. Maybe the only problem would be that you need internet connection.

Trello has lend a great helping hand in organizing my projects and improves my productivity in then professional environment.

I found the software user friendly and I enjoyed the responsive design and easy to understand pricing system. I also liked the familiar Kanban board design.

I liked the ease of use, the interactivity, and the great features that it has, even in the free version.

While you can utilize board histories to access lost cards, I found that too often some of our cards were inadvertently deleted by users.

Everyone in the company can see what is going on and what they need to do, and no information is lost.

Fantastic on mobile which is a brilliant plus especially when on-the-go. Reasonably priced if you want to upgrade to the paid version.

The seamless integration of features. It's so easy to switch between boards, clearly see all projects, and the timeline of all upcoming deadlines thanks to the wonderful (and rare) calendar feature.

I am able to help my Clients keep track of the candidates I have recruited for them on a very user friendly platform and they are always pleased.

The cost to benefit of Trello is competitive, The way it helps boost efficiency and helps streamline communication is fantastic.

For a free option, it's fantastic and I highly recommend it for project management on a budget.

I want full functionally for free. I realize how ridiculous that is, but if pressed for a complaint, that's the worst I can come up with.

Very fun and playful feel to it. Love the backgrounds and the ease of dragging from one card to another.

I love the layout, it's the perfect project and task management program. I take advantage of their referral program so I am on the free plan.

I love being able to use this to organize my notes through my phone. Super user friendly and I love that too.

Second beatifull feature is butler that help to create quick button like complete etc. This is an awesome and very effective for team meeting update as anyone from them and update.

Availability of templates shared by community. The tool is so popular that you can get easily get the template if you don't want to start from the scratch.

I love how user friendly it is, super simple to understand and get around. I love that i5 helps organize my tasks.

I wish more of the aesthetic features were not restricted to those who pay a subscription. But that is a very minor complaint.

I did not find a serious con that made me dislike this product. The only negative side I can think of is that, given its structure, it may be hard to envision it as a calendar.

For such a helpful tool, it is pretty simple to navigate. The interface is clean and user friendly for instance there a templates included to help guide users who may not know where to start.

The title says it all, if you like to be organized then this is fantastic software. After using it for a long time I realized that I do NOT like to be organized.

Because the text was automatically all highlighted when clicking on the box, I have accidentally deleted texts from description boxes before and was unable to recover it.

What I like most about Trello is the ability to neatly lay out tasks and share those tasks with other users that have an interest in the progress or users that will also be working on the tasks.

Great YouTube community. I love that it integrates with Gmail.

I like the fact that it integrates with other tools we use, and this is amazing for me because I don't have to do a lot of manual work.

I love that each team member can be assigned tasks and the whole team can see where everyone is at with their specific tasks. I love the ease of collaboration.

Very good and easy to use tool with very good integration with a popular set of web-based apps.

Very good to keep track of task with team members. Love the way the app is very stable and has many useful functions.

I love the design and the usefulness of every single feature. It helps me organize all my tasks and projects and keeps me super productive.

Trello helps us share our construction schedule with our clients in a fun and visually appealing presentation.

This has been a lifesaver in helping to define our project management structure and strategy. It is really a top notch product with a top notch customer service team.

I love that there is so much free with Trello, I also like the flexibility to set trello up however you want to, it is very easy to use.

Overall I'm super satisfied to have come across a tool like this one as it's functions are perfect for my job.

I love that it is easy to use, colorful, shareable and free. And that I can integrate it with other tools, like Slack.

The software is really easy to use and has very good customer support. We really like it for our company as a great collaborative tool.

US Dollar

CCH ProSystem fx is an on-premise firm management application designed to help businesses streamline the entire project and client management lifecycle, from managing contact information and recording expenses to handling billing and reporting operations on unified dashboards. 

Administrators can create and edit invoices, track bills, review charges, and share statements with custom dunning letters via emails. Features of CCH ProSystem fx include expense management, forecasting, transaction history, productivity tracking, tax tracking and contact management. 


LongDescription

Tax Forms

Due Date Tracking

Workflow Management

Billing & Invoicing

Client Management

Document Management

Tax Filing

Contact Wolters Kluwer for pricing details

Email/Help Desk

Knowledge Base

Phone Support

11-50

51-200

201-500

501-1000

1000+

CCH ProSystem fx

Documentation

Trello is a visual collaboration tool for planning tasks and projects. While commonly used by agile software development teams, the solution is also used in other departments such as marketing, sales, support and HR. The web-based solution provides tools to define projects, their requirements and the workflow to ensure projects are completed in a planned sequential manner.


Trello offers a digital board to create, organize and prioritize actions. Administrators or managers can even define workflows, assign tasks to individuals or teams, set deadlines and monitor progress. Trello cards allow users to collaborate with each other. Users can add comments, add members, and attach documents to the tasks assigned to them.


Trello offers a professional package that includes the privacy and administrative settings required by large enterprises. Trello integrates with a number of online applications including JIRA Cloud, Bitbucket Cloud, Google Drive, GitHub and Slack.



File Management

Commenting/Notes

Deadline Management

Milestone Tracking

Project Workflow

Employee Management

Messaging

Surveys & Feedback

Status Tracking

Visual Workflow Management

Meeting Management

Idea Management

Time Tracking

Document Storage

Access Controls/Permissions

Activity Tracking

Process Change Tracking

Data Synchronization

Activity/News Feed

Templates

Progress Tracking

Task Board View

Workflow Configuration

Task Scheduling

SSL Security

Real Time Editing

Marketing Calendar

Order Management

Portfolio Management

Project Planning/Scheduling

Strategic Planning

Project Management

Task Planning

Gantt/Timeline View

Rules-Based Workflow

Projections

Product Roadmapping

Knowledge Management

Communication Management

Brainstorming

Resource Management

No-Code

Guest Access

Calendar Management

Goal Management

Customizable Fields

Collaboration Tools

Assignment Management

Template Management

Scheduling

Data Import/Export

Risk Management

Multiple Projects

File Transfer

Process Modeling & Designing

Testing/QA Management

Media Planning

Content Management

Notes Management

Configurable Workflow

Project Time Tracking

Email-to-Task Conversion

Email Marketing

Cost-to-Completion Tracking

Mobile Access

Planning Tools

Orientation Workflow Management

Requirements Management

Skills Tracking

Resource Request

Real-Time Data

Performance Metrics

Discussions/Forums

Channel Management

Vendor Management

Training Management

Agile Methodologies

Issue Management

Resource Scheduling

Supports Scrum

Spreadsheet View

Marketing Automation

Roadmapping

Client Portal

Labeling

KPI Monitoring

Real-Time Notifications

Graphical Workflow Editor

Real-Time Updates

Email Management

Project Tracking

Percent-Complete Tracking

File Sharing

Activity Dashboard

Alerts/Notifications

Reporting & Statistics

Web browser (OS agnostic)

Windows 10

$5.00 per user per month for Standard, $10 per user per month for Premium. Pricing starts at $17.50 per user per month (starting for 250 users, billed annually) for Enterprise.

CCH ProSystem fx vs Trello

User Ratings & Reviews

Pricing

Product Demo & Screenshots

Advisor Recommendations & User Awards

Additional Info

Support and Training

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