CCH ProSystem fx Software

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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 Pricing

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CCH ProSystem fx User Reviews

OVERALL RATING

SECONDARY RATINGS

Ease-of-use

4

Value for money

4

Customer support

4

Functionality

4.5

Showing 1 - 5 of 43 reviews

Anonymous

Company size: 501-1,000 employees

Time used: More than 2 years

Review Source: Capterra

This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
5

Ease-of-use

out of 5
3

Value for money

out of 5
5

Customer support

out of 5
5

Functionality

out of 5

October 2018

CCH Prosystem Fx - quality product with a price to match

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.

Jared

Company size: 51-200 employees

Industry: Accounting

Time used: More than 2 years

Review Source: Capterra

This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
4

Ease-of-use

out of 5
4

Functionality

out of 5

February 2020

Gets the job done, but could use some upgrades

Engagement is our main tool for preparing and storing our audit workpapers. It's dependable (for the most part), and easy to train new hires on.

Pros

(referring specifically to Engagement) 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. It's easy to organize an audit, and also have all your work linked directly back to a trial balance. It also makes preparing schedules for financial statements quite easy.

Cons

(referring specifically to Engagement) There are some antiquated functions, like some of the trial balance reports that are 'locked' so that you can't modify any cells within them. Additionally, a lot of the reports have excess tabs that add additional clutter to the spreadsheets, and it's not clear why they're there. Lastly, the system can be slow to open and close files, but that's what you have to put up with, I guess.

User Profile

Joe

Verified reviewer

Company size: 51-200 employees

Industry: Accounting

Time used: More than 2 years

Review Source: Capterra

This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
3

Ease-of-use

out of 5
3

Customer support

out of 5
2

Functionality

out of 5

July 2020

Not good, but likely your best option

I've been using the software for 10+ years and every month I find a new problem with it, almost without fail. 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.

Pros

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

Cons

tons of calculations that you cannot find support for how the software is doing the math, link to worksheets option never just takes you to where the number is entered, states look like they were all designed by a different developer so there are 50 different ways to do the same thing on different states, e-file rejects can be impossible to clear, support is only marginally useful and most of the time has to kick you to developers, some data entry is just completely hidden and if you don't know exactly where to go you will not intuitively find it.

Reasons for switching to CCH ProSystem fx

firm decision

Anonymous

Company size: 1,001-5,000 employees

Time used: More than 2 years

Review Source: Capterra

This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
5

Ease-of-use

out of 5
5

Functionality

out of 5

February 2019

Audit Engagement Management Software

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.

Anonymous

Company size: 11-50 employees

Time used: More than 2 years

Review Source: Capterra

This review was submitted organically. No incentive was offered
3

Ease-of-use

out of 5
5

Functionality

out of 5

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.

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.

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