Wer nutzt diese Software?

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

Durchschnittliche Bewertung

23 Bewertungen
  • Gesamt 4.5 / 5
  • Benutzerfreundlichkeit 4 / 5
  • Kundenservice 4.1 / 5
  • Funktionen 4.4 / 5
  • Preis-Leistungs-Verhältnis 3.7 / 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

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 Prosystem Fx - quality product with a price to match

Bewertet am 8.10.2018
Verifizierter Rezensent
Senior Tax Analyst
Bau, 501-1.000 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
3 / 5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

Vorteile: 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.

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

Complicated but Powerful

Bewertet am 13.2.2019
Verifizierter Rezensent
Sales Associate
Einzelhandel, 13-50 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Quelle des Nutzers 
5/5
Gesamt
4 / 5
Benutzerfreundlichkeit
5 / 5
Eigenschaften & Funktionalitäten
Kundenbetreuung
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

Kommentare: Reliable software and good support. It's not perfect, but the administration is simple and straightforward.

Vorteile: Support can be top notch. I worked directly with support on many technical issues. Great documentation and easy to find how-to's on support.cch.com. I was more of an administrator of the software and I found user administration in Engagement and Tax were both fairly straight-forward. I also appreciated that the Tax software release schedule is released for the whole year, which makes it easy to schedule maintenance because you know exactly when updates will be released. This helps a lot during the busy tax season.

Nachteile: Inconsistent support. I spent countless hours working with support and unfortunately for all the amazing support technicians there are a few who don't have the skills to know when to escalate or how to scope an issue they've never seen before.

ProSystemsFX

Bewertet am 20.8.2019
Mike R.
owner
Buchhaltung, 2-10 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Quelle des Nutzers 
5/5
Gesamt
5 / 5
Benutzerfreundlichkeit
5 / 5
Eigenschaften & Funktionalitäten
4 / 5
Kundenbetreuung
3 / 5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

Kommentare: Overall even though they are expensive I think they are the best on the market. I've tried a few others and they didn't prepare some of the returns I wanted to prepare or you had to do some of the return manually which was absurd. Still the best on the block.

Vorteile: Excellent Diagnostics, Premier Software, been using it since mid 1970's when they were Computax. You can prepare every state in the US that has a tax, can do composite returns for partners at the state level.

Nachteile: The cost is really high, particularly for a small firm that pays by the return rather than the whole unlimited software package. When calling support you may end up waiting a half hour to get a tech. I dislike that they bill in July for the NEXT YEAR for part of the sign up process. Now on their billing they don't itemize the bill or show a date for when the return was prepared and you have to go through hoops to get the information. VERY frustrating.

Audit Engagement Management Software

Bewertet am 1.2.2019
Verifizierter Rezensent
Audit Senior
Buchhaltung, 1.001-5.000 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Quelle des Nutzers 
5/5
Gesamt
5 / 5
Benutzerfreundlichkeit
5 / 5
Eigenschaften & Funktionalitäten
Kundenbetreuung
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

Vorteile: CCH Prosystems is a critical tool for audit engagement management. This program allows me to create binders that contain all of the work that is being done on a particular project. Anyone with rights to the file can access it in real time from their personal computer.

Nachteile: The only pain point for me comes from when a user has an engagement file "checked out" on their computer this locks the file and that file cannot be modified or edited until the user checks it back in. This can certainly be frustrating when you need to get your work done.

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