CCH ProSystem fx 2026: Benefits, Features & Pricing

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Overview
Pricing and Plans
Features
User Reviews

Overview

CCH ProSystem fx

4.1

(62)

Pricing

Pricing available upon request

About CCH ProSystem fx

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.

CCH ProSystem fx Screenshots

CCH ProSystem fx Pricing and Plans

Starting price: Pricing available upon request

Free Trial

Free Version

Basic

Pricing available upon request

No plan information available

CCH ProSystem fx Features

Popular features found in Tax Practice Management
Client Management
Client Portal
Document Management
For Tax Practices
More features of CCH ProSystem fx
Accounting
Billing & Invoicing
Due Date Tracking
Project Management
Tax Filing
Tax Forms
Workflow Management

CCH ProSystem fx User Reviews

Overall Rating

4.1

Ratings Breakdown

50%

26%

15%

Secondary Ratings

Ease of Use

3.9

Value for money

3.6

Customer support

3.8

Functionality

4.1

Emily P.

Verified reviewer

Accounting

51-200 employees

Used daily for less than 2 years

Review source

Reviewed October 2019

Very robust

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

This software is very robust. It can integrate with various other softwares which can make monotonous tasks streamlined and efficient. I love that you usually can figure out how the software is calculating by using the F1 help function

Cons:

It is not an intuitive software and takes time to learn though this is fairly standard for the industry.

Mitch S.

Verified reviewer

Accounting

Self-Employed

Used daily for less than 2 years

Review source

Reviewed December 2025

Great software, give yourself time to learn it.

Overall it's been a great product, and I feel like I've learned how to use it effectively, but it takes time.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The capacity is great for a tax software for small businesses, handles the more complex clients that I have with ease.

Cons:

It can be pretty difficult to learn if you are switching over from another tax software, it takes a couple of years to get really good with it.

Steve W.

Verified reviewer

Accounting

11-50 employees

Used daily for more than 2 years

Review source

Reviewed August 2024

Worst Tax Software EVER!

If you are contemplating suicide, this software will definitely be a deciding factor in cementing your demise. There is nothing good that I can say about it. I have used it for several years and it the root cause of almost all of my frustration at work. Unfortunately, where I work, I do not have the authority to fire CCH and buy good software.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Nothing. It sucks. There is nothing good about it. I would rather scratch a chalkboard until my fingers bled than use CCH Prosystem fx. For those who claim it is great, they are either masochists or do not know any better because they have never used anything else.

Cons:

Clunky. Buggy. Not intuitive. Waster of time. Inconsistent performance. Poor customer support. Just bad software.

Verified

Reviewer

Construction

501-1000 employees

Used daily for more than 2 years

Review source

Reviewed October 2018

CCH Prosystem Fx - quality product with a price to match

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Prosystem Fx is a professional level tax software program generally designed for big firms, but it is useful for any professional that wants a high quality product. It handles most every form and calculation you can imagine with ease, and I would place it as the #2 professional level tax software product on the market based upon its features. They also have customer support that is usually very good, as some support personnel are also the software developers during the busy season. Prosystem Fx is the name for a large product suite, so it's hard to describe a particular feature as the selling point.

Cons:

It is very expensive -- generally the most expensive tax software product on the market.

Verified

Reviewer

Accounting

1001-5000 employees

Used daily for more than 2 years

Review source

Reviewed February 2019

Audit Engagement Management Software

Ratings Breakdown

Ease of use

Functionality

Pros:

CCH Prosystems is a critical tool for audit engagement management. This program allows me to create binders that contain all of the work that is being done on a particular project. Anyone with rights to the file can access it in real time from their personal computer.

Cons:

The only pain point for me comes from when a user has an engagement file "checked out" on their computer this locks the file and that file cannot be modified or edited until the user checks it back in. This can certainly be frustrating when you need to get your work done.

Verified

Reviewer

Accounting

11-50 employees

Used daily for more than 2 years

Review source

Reviewed July 2019

It has so much of functions! Maybe a little more than I need

I've used it for several years of financial statements audit, and I've enjoyed it without major issue.

Ratings Breakdown

Ease of use

Functionality

Pros:

This has all the good functionalities. It is not only an audit binder, but it also provides financial statements preparation functions, such as consolidation and elimination. Also, you can roll-forward an entire binder to make things easier.

Cons:

This has so much of functions, maybe a little more that I need. It gets slow. Also, setting up all the leadsheet and links between workpaper and financial statements can take some time.

Verified

Reviewer

Accounting

11-50 employees

Used daily for more than 2 years

Review source

Reviewed September 2019

Versatile Program

It's been smooth and easy. Using this program makes each day much easier at the office. Staff can track their billable hours, and each client is organized individually with their data to find at your convenience.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

I love the ability to track clients, create projects, track projects, process billings etc. all in one program.

Cons:

There are a few user friendly logistics I would change, especially the ability to delete a client number and use it again in a way easier manner.

Verified

Reviewer

Accounting

51-200 employees

Used daily for more than 2 years

Review source

Reviewed February 2021

ProSystem Tax

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

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

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.

Cons:

I like least that there are some bugs that I have notified the developers about and have not yet been able to be resolved.

Jason S.

Verified reviewer

Accounting

2-10 employees

Used daily for more than 2 years

Review source

Reviewed April 2021

Top-notch software

It was entirely positive.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

It is user-friendly with even the complex tax topics.

Cons:

I was okay with all its features. Automation and manual keying.

Steve H.

Verified reviewer

Accounting

501-1000 employees

Used other for more than 2 years

Review source

Reviewed July 2018

Good overall system for accounting/tax work

Helps to make complicated tax code a lot easier, assists our tax professionals with their seasonal tax work.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Updates provided in a timely manner, especially critical with changes to a very complicated tax code.

Cons:

Users have complained about ease of use/training issues. Overall, the experience has been good. Needs to focus more on automation of processes.

Showing 1 - 10 of 62 Reviews

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CCH ProSystem fx 2026: Benefits, Features & Pricing

Overview

About CCH ProSystem fx

CCH ProSystem fx Screenshots

CCH ProSystem fx Pricing and Plans

CCH ProSystem fx Features

CCH ProSystem fx User Reviews

CCH ProSystem fx Popular Comparisons

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