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.

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.

The mass email system is great. The ability to have all the emails in one place for a specific tax client is excellent.

I absolutely love that I can easily share, or not share, documents. It makes collaboration super easy.

Sometimes hard to navigate where to find documents. The platform can also be sluggish at times.

Customer Support has been irritating at times and hit or miss the rest.

Overall good and easy to use. Nice to have one place to hold all of our documents.

Its multifunctionality is my top preference, then the pricing and the fact that they are still improving on the app makes me convinced that I am using the best tool.

The software is generally very easy to navigate and they have an outstanding library of tutorial videos to help break the learning curve.

Customer service team has been awesome. The Taxdome team continues to put in place updates to improve their product.

Inability to collect client leads from Website, inability to chat with team on tasks.

TaxDome meets the needs of my business in one place. I like the client portal, email integration, workflow and e-signature capabilities.

Very few pre-made templates for the pipelines, inability to create a multiple line invoice, no texting (but we hear that is coming soon).

It's very user friendly, super organized and everything is labeled, perfect for OCD people like myself.

Onboarding meetings have been super helpful. This software is very inexpensive for what you receive.

I like the workflow, ease of uploading documents and getting signatures, I like the integration with my email.

It was also super easy to setup the client base. The ability to have all the contact information and able to trace everything at one spot is key, and great for my small business.

Also, new features and updates seem to be coming out every week. That is exciting to know they are truly interested in developing an amazing product.

I haven't really had any negative experiences with TaxDome.

Love that the software automatically reminds clients to respond - it's a lifesaver. Ease of use on the clients' end is also highly desirable.

Customer service has been amazing and very responsive. I can't wait to see the feature list grow even more.

It made it confusing so I had to personally email my CPA and ask if there was a problem.

They were so helpful and amazing to work with. Taxdome is highly recommended.

They have great customer service and their on boarding  white glove service was wonderful.

So much there that it is overwhelming. I was a bit confused with some of their terminology.

I have always been a remote preparer so that is nothing new for me or for them, but they do like this new platform after years of me trying to find the best fit. The customer service is unmatched.

I like that all of my information is secure and I can send it to my tax company quickly. I like the payment options as well.

I like the system for its secure signature feature. Now that I have a better understanding between contacts and accounts I like the organizational system of the program.

I liked how easy it was to integrate with existing cloud-based services and how user-friendly it was.

At sometimes, I felt confused when I saw the all documents at once instead of looking into each categorized file.

It's been fantastic, [SENSITIVE CONTENT HIDDEN] was very helpful and continues to be helpful throughout the process.

I liked most, the ability to get a discount card by completing this survey.

I don’t really have any complaints about the software.

I access this system annually and I love how easy it is to help me reset my password. I also enjoy the how simple yet sleek the interface is.

Bulk  upload feature is great and the ease of having all client communications automatically uploaded is nice.

Very easy to find something. 50 dollars a month and it is easily taking care of 100-200 dollars worth of subscription services.

Great for pros and for beginners, at first I was not interested on using this product,  but now, I highly recommend it.

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

TaxDome is a practice management platform that helps tax, accounting and bookkeeping firms, as well as CPAs and EAs, manage both internal processes (workflow, CRM, reporting, secure document storage) and client-facing activities (documents, signatures, invoicing, messages, proposals and engagement letters). Available on desktop or mobile for your firm and your clients. 

TaxDome is the most intuitive cloud-based solution for practice management. This best-in-class software is accessible no matter how large or small your business is: use web or desktop software as well as mobile apps to run your practice remotely.

You can utilize built-in templates to handle tax returns, bookkeeping, payroll and other accounting processes. TaxDome allows teams to annotate, highlight, and rotate PDFs and update fillable forms on a unified interface. Additionally, managers can collaborate with staff on various files using the @mention functionality.

TaxDome lets stakeholders integrate the system with third-party applications, such as QuickBooks Online, Zapier, Stripe, Microsoft Outlook, Calendy, tax programs and more. Pricing is based on monthly subscriptions and support is extended via email, phone, chat, FAQs, forums, knowledge base, webinars, etc.


Deadline Management

Document Templates

Employee Management

Messaging

Tax Management

Electronic Payments

Status Tracking

Time Tracking

Customizable Reports

Document Storage

Access Controls/Permissions

Activity Tracking

Data Synchronization

Timer

Progress Tracking

Ad hoc Reporting

Credit Card Processing

Invoice Management

Timesheet Management

Project Management

Approval Process Control

Cash Flow Management

For Accountants

Customizable Fields

Data Import/Export

Accounting

QuickBooks Integration

Audit Trail

Configurable Workflow

For CPA Firms

Project Time Tracking

Multi-Currency

Mobile Access

Online Payments

Compliance Management

Client Portal

Sales Tax Management

Email Reminders

ACH Payment Processing

Real-Time Updates

Email Management

Activity Dashboard

Invoice Processing

Alerts/Notifications

Reporting & Statistics

Reminders

Accounts Payable

Customizable Templates

Audit Management

Customizable Branding

Reporting/Analytics

Accounts Receivable

Payroll Management

Appointment Management

Approval Workflow

Staff Management

Secure Data Storage

Third-Party Integrations

Task Management

Search/Filter

Tax Calculation

Tax Compliance

For Tax Practices

Communication Management

Bank Reconciliation

TaxDome offers a 14-day free trial for new users, after which the software is available 
Lite plan - at $25 per month billed annually.
Pro plan - at $50 per month per user billed annually.
A $75 per month per user - additional monthly subscription for seasonal staff. 


CCH ProSystem fx vs TaxDome

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