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.

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

I had a rough startup with CCH, but now that those issues have been resolved this software is working well for me and my small tax practice.

I utilize some pieces of CCH ProSystem fx, including Planning, but also utilize Axcess Tax for the cloud feature. I think the tax preparation is great, but it does take a lot of time to set up if you are using it for the first time to get return defaults set. There are lots of videos and instructions available in the help section.

It's a hard to obtain software information and pricing from CCH because there are so many options available and specifics are only available from talking with an account rep.

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.

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

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.

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.

(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.

(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.

Customer service... what customer service? NEVER NEVER NEVER NEVER!!!! Do not purchase unless you are a large firm spending 50 or 100 thousand.

The software will prepare any return. I need for foreign returns and this has all forms. But when something goes wrong you are on your own. There is no one at the other end of the telephone to help you.

NO CUSTOMER SERVICE! Spent 2 weeks trying to add a state. Worse than on hold with the IRS. 2 and 3 hours and still no answer. Put in a ticket and maybe in a week someone calls if at all. Had to go though a different sales rep to get technical help as my sales rep stopped calling me. Used at a larger firm and was good but now on my own and you are at the bottom of the barrel for any help. Actively looking to switch as my heart will not take another tax season with no service.