CCH ProSystem fx Overview

CCH ProSystem fx is a comprehensive Tax Practice Management Software designed to streamline and enhance the operations of tax professionals and accounting firms. It offers a robust platform for managing client information, preparing tax returns, tracking deadlines, and ensuring compliance with tax regulations, ensuring efficient and organized tax practice operations. CCH ProSystem fx features intuitive tools for client management, allowing tax professionals to securely store and access client data, track interactions, and manage communications effectively. The software includes powerful tax preparation capabilities, supporting the creation and filing of various types of tax returns with accuracy and ease. Additionally, CCH ProSystem fx provides advanced workflow management tools, enabling firms to assign tasks, monitor progress, and ensure that all deadlines are met promptly. The platform also offers detailed reporting and analytics, providing insights into firm performance, client satisfaction, and compliance status, facilitating informed decision-making and strategic planning. Furthermore, CCH ProSystem fx supports seamless integration with accounting systems, document management solutions, and other essential business applications, enhancing data synchronization and operational coherence. With its user-friendly interface and powerful functionality, CCH ProSystem fx empowers tax professionals to optimize their practice management, improve client service, and achieve greater efficiency and profitability in their tax operations.

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CCH ProSystem fx Screenshot & Video

Contact Details

  • Vendor Name Wolters Kluwer
  • Founded 1986
  • Location United States

Support

  • Email Email
  • Phone Phone
  • Knowledge Base Knowledge Base

Training

  • Documentation Documentation

Licensing & Deployment

  • Proprietary Proprietary
  • Cloud Hosted Cloud Hosted
  • Web-Based Web-Based

Typical Customers

  • Self-Employed Self-Employed
  • Small-Business Small-Business
  • Midsize-Business Midsize-Business

Languages Supported

English


Industries

Accounting, Construction, Retail

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CCH ProSystem fx Features

  • Arrow Icon Milestone Tracking
  • Arrow Icon Testing/QA Management
  • Arrow Icon Time & Expense Tracking
  • Arrow Icon Projections
  • Arrow Icon Alerts/Notifications
  • Arrow Icon Calendar Management
  • Arrow Icon Project Planning
  • Arrow Icon Project Scheduling
  • Arrow Icon Issue Management
  • Arrow Icon Billing & Invoicing
  • Arrow Icon Gantt/Timeline View
  • Arrow Icon Client Portal
  • Arrow Icon Kanban Board
  • Arrow Icon Collaboration Tools
  • Arrow Icon File Sharing
  • Arrow Icon Prioritization
  • Arrow Icon Risk Management
  • Arrow Icon Traditional Methodologies
  • Arrow Icon Task Management
  • Arrow Icon Status Tracking
  • Arrow Icon Resource Management
  • Arrow Icon Budget Management
  • Arrow Icon Task Progress Tracking
  • Arrow Icon Commenting/Notes
  • Arrow Icon Document Management
  • Arrow Icon Portfolio Management
  • Arrow Icon Agile Methodologies
  • Arrow Icon Activity Dashboard
  • Arrow Icon Idea Management
  • Arrow Icon Project Tracking
  • Arrow Icon Multiple Projects
  • Arrow Icon Real Time Updates
  • Arrow Icon Client Management
  • Arrow Icon Tax Forms
  • Arrow Icon Document Management
  • Arrow Icon Tax Filing
  • Arrow Icon Reporting & Statistics
  • Arrow Icon Billing & Invoicing
  • Arrow Icon Status Tracking
  • Arrow Icon Approval Process Control
  • Arrow Icon Workflow Management
  • Arrow Icon ACH Payment Processing
  • Arrow Icon Client Portal
  • Arrow Icon Task Management
  • Arrow Icon Communication Management
  • Arrow Icon Time Tracking
  • Arrow Icon For Tax Practices
  • Arrow Icon Tax Calculation
  • Arrow Icon Tax Filing
  • Arrow Icon Tax Forms
  • Arrow Icon Accounting
  • Arrow Icon ACH Payment Processing
  • Arrow Icon Approval Process Control
  • Arrow Icon Audit Management
  • Arrow Icon Compliance Management
  • Arrow Icon Document Management
  • Arrow Icon Tax Management
  • Arrow Icon Client Portal
  • Arrow Icon Digital Signature
  • Arrow Icon For Tax Practices

CCH ProSystem fx Pricing

Pricing Type

  • Pricing Type Per Feature

Preferred Currency

  • USD ($) USD ($)

Free Trial

  • NA

Free Version

  • NA

Payment Frequency

  • NA

CCH ProSystem fx FAQs

CCH ProSystem fx is a comprehensive Tax Practice Management Software designed to streamline and enhance the operations of tax professionals and accounting firms. It offers a robust platform for managing client information, preparing tax returns, tracking deadlines, and ensuring compliance with tax regulations, ensuring efficient and organized tax practice operations. CCH ProSystem fx features intuitive tools for client management, allowing tax professionals to securely store and access client data, track interactions, and manage communications effectively. The software includes powerful tax preparation capabilities, supporting the creation and filing of various types of tax returns with accuracy and ease. Additionally, CCH ProSystem fx provides advanced workflow management tools, enabling firms to assign tasks, monitor progress, and ensure that all deadlines are met promptly. The platform also offers detailed reporting and analytics, providing insights into firm performance, client satisfaction, and compliance status, facilitating informed decision-making and strategic planning. Furthermore, CCH ProSystem fx supports seamless integration with accounting systems, document management solutions, and other essential business applications, enhancing data synchronization and operational coherence. With its user-friendly interface and powerful functionality, CCH ProSystem fx empowers tax professionals to optimize their practice management, improve client service, and achieve greater efficiency and profitability in their tax operations.

  • No, CCH ProSystem fx does not offer a free version.

  • Yes, CCH ProSystem fx offers a free trial.

  • No, Credit Card details are not required for the CCH ProSystem fx trial.

  • No, CCH ProSystem fx does not offer an API.

  • CCH ProSystem fx offers support with the following options:
    • Email , Phone , Knowledge Base

  • CCH ProSystem fx offers training with the following options:
    • Documentation

  • CCH ProSystem fx supports the following languages:
    • English

  • Following are the typical users of the CCH ProSystem fx:
    • Self-Employed , Small-Business , Midsize-Business

  • CCH ProSystem fx supports the following deployment:
    • Cloud Hosted

  • CCH ProSystem fx supports the following devices and operating systems:
    • Web-Based

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