CCH ProSystem fx

CCH ProSystem fx

von Wolters Kluwer

Wer nutzt diese Software?

Practice management solution that assists small to large businesses with project management, billing, forecasting, taxation and more.

Durchschnittliche Bewertung

27 Bewertungen
  • Gesamt 4.6/5
  • Benutzerfreundlichkeit 4.1/5
  • Kundenservice 4.2/5
  • Funktionen 4.5/5
  • Preis-Leistungs-Verhältnis 3.8/5

Produktinformationen

  • Preisinformationen Contact Wolters Kluwer Tax & Accounting for pricing details
  • Kostenlose Version Nein
  • Gratis Testen Nein
  • Einsatz Cloud, SaaS, Web
  • Training Dokumentation
  • Kundenbetreuung Support während der Geschäftszeiten

Angaben zum Hersteller

  • Wolters Kluwer
  • http://www.effacts.com
  • Gegründet 2002

Über CCH ProSystem fx

Manage all finance and workflow processes of your firm with practice management solution and customized dashboards designed for CPAs.

CCH ProSystem fx Funktionen

  • Abrechnung & Rechnungsstellung
  • Dokumentenmanagement
  • Fälligkeits-Tracking
  • Kontrolle des Genehmigungsprozesses
  • Kundenmanagement
  • Kundenportal
  • Steuererklärungen
  • Steuererklärungs-Formular
  • Szenarioplanung
  • Workflow-Management

Die hilfreichsten Reviews für CCH ProSystem fx

Very robust

Bewertet am 15.10.2019
Emily P.
Tax Associate
Buchhaltung, 51-200 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Quelle des Nutzers 
5/5
Gesamt
5/5
Benutzerfreundlichkeit
5/5
Eigenschaften & Funktionalitäten
5/5
Kundenbetreuung
3/5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

Vorteile: This software is very robust. It can integrate with various other softwares which can make monotonous tasks streamlined and efficient. I love that you usually can figure out how the software is calculating by using the F1 help function

Nachteile: It is not an intuitive software and takes time to learn though this is fairly standard for the industry.

If you are an Accounting firm, you already know!

Bewertet am 6.1.2020
Bryan W.
Senior Manager, IT & Operations
Buchhaltung, 51-200 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Quelle des Nutzers 
5/5
Gesamt
5/5
Benutzerfreundlichkeit
5/5
Eigenschaften & Funktionalitäten
5/5
Kundenbetreuung
5/5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

Kommentare: CCH is the gold standard for accounting firms. I look forward to the day where I only have one icon to setup for my accountants, all products tied into one platform. For now, they have a pretty good pulse on the accounting industry, and if you are an accounting firm and NOT using CCH, I'm really uncertain on how you could operate!!

Vorteile: CCH is the main name in the accounting space. Whether it be their tax software, research materials or time and billing, CCH is and likely will always will be synonymous with the accounting world. ProsystemFX's suite of products is mission critical to a firm such as mine. 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. Sometimes, especially with their Time/Billing software, I am reluctant to upgrade the software, CCH is always there to help me through the process, and will even jump on my computer and do it themselves.

Nachteile: The software, which runs through a SQL server environment does get slow. The interface has not really changed that much over the past decade and feels dated the first time you use it. While there are technical updates that happen often, it certainly wouldn't hurt if CCH offered a visual update to at least make it look like it was made in the modern day. Currently, it looks like it came out of the Windows 98 days, becasue, it did!!

Fantastic package for tax work

Bewertet am 24.5.2019
Verifizierter Rezensent
CPA
Buchhaltung, 2-10 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Quelle des Nutzers 
5/5
Gesamt
4/5
Benutzerfreundlichkeit
5/5
Eigenschaften & Funktionalitäten
5/5
Kundenbetreuung
5/5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

Kommentare: Anyone who knows tax work knows that things can get very, very hairy. There's always some little quirk that complicates things. In my experience, ProSystems has come prepared. For every little oddball situation, there's an option. For every little weirdness, there's an override. The diagnostic features are fantastic for working out all the little kinks. The help features go into great detail, making it easier to understand how your different inputs will affect the return. The integration with other CCH products is superb. 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. I love this software.

Vorteile: Lots of options. Handles complexity well. Different UI options to suit your preferences. Nice integration with audit software and fixed assets software. Handles multiple return types (corporate, partnership, employee benefits plans, etc.). Excellent tech support. Most importantly, accurate results!

Nachteile: Steep learning curve. Help features are not as detailed for state returns.

CCH Pro Systems Fx - Best Tax Prep Software Out There

Bewertet am 15.10.2019
Nathalie M.
tax accountant
Buchhaltung, 51-200 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Quelle des Nutzers 
5/5
Gesamt
5/5
Benutzerfreundlichkeit
5/5
Eigenschaften & Funktionalitäten
5/5
Kundenbetreuung
5/5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

Kommentare: Overall, I've had a very positive experience with Pro Fx.

Vorteile: I like how user friendly the software is as well as all the different forms that are available. It's also a very sophisticated program

Nachteile: Sometimes in entity returns, you have to input a number manually in order to trigger a deduction. For example, in order to claim section 179 deduction, you have to manually enter the business income. I would think this would be automatic as it is in some other softwares.

Good Tax Software

Bewertet am 14.11.2018
Josh W.
Tax Accountant
Gastgewerbe, 1.001-5.000 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Quelle des Nutzers 
3/5
Gesamt
4/5
Benutzerfreundlichkeit
4/5
Eigenschaften & Funktionalitäten
4/5
Kundenbetreuung
3/5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

Kommentare: 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. Some software just can give you headaches and in the middle of tax season that is very frustrating, and I have not had that problem with CCH Prosystem FX.

Vorteile: The ease of use and moving between forms made for efficient time in preparing returns for businesses and individuals. Did not have to spend a ton of time searching for the forms needed

Nachteile: Multi - state functions, unfortunately apportioning income between multiple states was not very user friendly.

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