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CCH ProSystem fx vs UltraTax CS

CCH ProSystem fx vs UltraTax CS

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Overall Rating
4.3 (53)
3.8 (14)
Ease-of-Use
4 / 5
3.2 / 5
Value for Money
3.8 / 5
3.3 / 5
Customer Support
3.8 / 5
2.5 / 5
Functionality
4.2 / 5
3.5 / 5
Last Review Written
August 30, 2024
July 19, 2024
Pros/Cons
  • Pros

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

  • Poor tech support and poor installation services.
  • Spent 2 weeks trying to add a state. Worse than on hold with the IRS.
  • 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.
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  • Pros

  • Ultra tax is a great software where they have every form tax related to each state and federal. Ultra tax is a good job to keep updating to the newest versions of all forms as tax laws keep changing.
  • The software is pretty robust. I use ACS (bookkeeping), Ultratax, and FileCabinet daily, and it works well for me.
  • This is another great product by Thomson Reuters. TR puts a lot of thought, money and effort into their products.
  • Cons

  • Using UltraTax CS in the cloud setting has been frustrating at times due to the hosting.
  • Quickbooks did not covert well, although we were reassured by the sales people that they did it all the time. They have lied to me every step of the way.
  • Can be difficult to understand and become used to.
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Pricing Range
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Product Demo & Screenshots
Product Demo
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Additional Info
Ideal Customer Size
Small
Medium
Large
Small
Medium
Large
Deployments
Cloud, SaaS, Web-Based
Desktop - Mac
Desktop - Windows
Desktop - Linux
Desktop - Chromebook
On-Premise - Windows
On-Premise - Linux
Mobile - Android
Mobile - iPhone
Mobile - iPad
Cloud, SaaS, Web-Based
Desktop - Mac
Desktop - Windows
Desktop - Linux
Desktop - Chromebook
On-Premise - Windows
On-Premise - Linux
Mobile - Android
Mobile - iPhone
Mobile - iPad
Support and Training
Support
Email/Help Desk
FAQs/Forum
Knowledge Base
Phone Support
24/7 (Live Rep)
Chat
Email/Help Desk
FAQs/Forum
Knowledge Base
Phone Support
24/7 (Live Rep)
Chat
Training
In Person
Live Online
Webinars
Documentation
Videos
In Person
Live Online
Webinars
Documentation
Videos