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CCH ProSystem fx Tax Reviews & Product Details

Verified User in Accounting
UA
Small-Business(50 or fewer emp.)
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Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about CCH ProSystem fx Tax?

For the most part navigating through the process of a filling out a return is simple based on the multiple views you could select. In addition, it is a good solution for managing a large base of clients. Review collected by and hosted on G2.com.

What do you dislike about CCH ProSystem fx Tax?

The over all software seems a bit outdated based on the functionality visuals. Review collected by and hosted on G2.com.

Recommendations to others considering CCH ProSystem fx Tax:

I would not personally recommend this software unless you have a strong knowledge of tax returns, forms, and schedules. Moving around and inputting information requires navigation to direct form or schedule. Review collected by and hosted on G2.com.

What problems is CCH ProSystem fx Tax solving and how is that benefiting you?

Tax preperation Review collected by and hosted on G2.com.

CCH ProSystem fx Tax Overview

What is CCH ProSystem fx Tax?

CCH ProSystem fx Tax allows you to automate your tax return process with a tax compliance and preparation solution.

CCH ProSystem fx Tax Details
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Product Description

CCH ProSystem fx Tax allows you to automate your tax return process with a tax compliance and preparation solution.


Seller Details
Year Founded
1987
HQ Location
Alphen aan den Rijn, NL
Twitter
@Wolters_Kluwer
18,046 Twitter followers
LinkedIn® Page
www.linkedin.com
22,889 employees on LinkedIn®
Ownership
AMS:WKL
Total Revenue (USD mm)
$4,603
Description

Wolters Kluwer (EURONEXT: WKL) is a global leader in professional information, software solutions, and services for the healthcare, tax and accounting, financial and corporate compliance, legal and regulatory, and corporate performance and ESG sectors. We help our customers make critical decisions every day by providing expert solutions that combine deep domain knowledge with specialized technology and services.   Wolters Kluwer reported
0

annual revenues of €5.5 billion. The group serves customers in over 180 countries, maintains operations in over 40 countries, and employs approximately
0,000 people worldwide. The company is headquartered in Alphen aan den Rijn, the Netherlands.


Mark P.
MP
Overview Provided by:
Data-driven | Marketing Leader | Product Marketing | Demand Generation | Marketing Operations

Recent CCH ProSystem fx Tax Reviews

Jacob V.
JV
Jacob V.Enterprise (> 1000 emp.)
4.5 out of 5
"Cch is the best tax software"
I love CCH, it is the best especially for private wealth tax
UA
Udayasree A.
2.5 out of 5
"Satisfied"
Friendly User, can prepare company returns perectly
Verified User
U
Verified UserMid-Market (51-1000 emp.)
4.0 out of 5
"Great customer service and intuitive input."
Great customer support, informative diagnostics, high rate of filing collaboration with the federal and state tax authorities. Typically updates qu...
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CCH ProSystem fx Tax Media

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130 out of 131 Total Reviews for CCH ProSystem fx Tax

4.1 out of 5
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Overall Review Sentiment for CCH ProSystem fx TaxQuestion

Time to Implement
<1 day
>12 months
Return on Investment
<6 months
48+ months
Ease of Setup
0 (Difficult)
10 (Easy)
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G2 reviews are authentic and verified.
Jacob V.
JV
Tax Consultant II
Enterprise(> 1000 emp.)
More Options
Validated Reviewer
Review source: Organic
What do you like best about CCH ProSystem fx Tax?

I love CCH, it is the best especially for private wealth tax Review collected by and hosted on G2.com.

What do you dislike about CCH ProSystem fx Tax?

I wish there was a control F feature in CCH to search for what you are looking for Review collected by and hosted on G2.com.

What problems is CCH ProSystem fx Tax solving and how is that benefiting you?

They make it easy to prepare a tax return Review collected by and hosted on G2.com.

UA
Tax Manager
More Options
Validated Reviewer
Review source: Organic
What do you like best about CCH ProSystem fx Tax?

Friendly User, can prepare company returns perectly Review collected by and hosted on G2.com.

What do you dislike about CCH ProSystem fx Tax?

It's too costly, the cost can be reduced Review collected by and hosted on G2.com.

What problems is CCH ProSystem fx Tax solving and how is that benefiting you?

I can not find the errors in cch,I can find easily in pro series Review collected by and hosted on G2.com.

Verified User in Accounting
UA
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Verified Current User
Review source: G2 invite
Incentivized Review
What do you like best about CCH ProSystem fx Tax?

Great customer support, informative diagnostics, high rate of filing collaboration with the federal and state tax authorities. Typically updates quickly for changes in legislation and is reflective of complicated tax law. Review collected by and hosted on G2.com.

What do you dislike about CCH ProSystem fx Tax?

Certain forms may be hard-input only, particularly in regards to foreign disclosures and consolidated state tax returns. Additionally, some state non-conformity to the TCJA are not reflected in the automatic calculation and must be overridden. Review collected by and hosted on G2.com.

Recommendations to others considering CCH ProSystem fx Tax:

Utilizing tools in both worksheet and interview mode are helpful when preparing returns (v. using only one platform). Review collected by and hosted on G2.com.

What problems is CCH ProSystem fx Tax solving and how is that benefiting you?

CCH Prosystem tax is a universal tax software filing program that eases the process of preparing and submitting tax returns. The benefit of using a program that is constantly evolving, such as Prosystem tax, is that this eliminates most of the concern regarding the software's accuracy and the potential to adapt to changing tax law. Review collected by and hosted on G2.com.

SW
Senior Tax Analyst
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about CCH ProSystem fx Tax?

Prosystem FX Tax is a great tool that is easy to use and produces accurate and high-quality product. When you work in tax, accuracy is your main goal and this software enables you to prepare quality tax returns and know that the output is correct. I've used this software for years and would recommend based on it's user-friendly interface, its accuracy, and it's helpful IT support. Review collected by and hosted on G2.com.

What do you dislike about CCH ProSystem fx Tax?

Nothing. I have used this software for years and have no complaints. It helps me do my job effectively, accurately, and efficiently and, out of all of the tax softwares I've used, I've found it to be my favorite. Review collected by and hosted on G2.com.

What problems is CCH ProSystem fx Tax solving and how is that benefiting you?

We are able to prepare tax returns for our clients using this software. When I first started at the firm, it was an easy-to-use and easy to learn software that made learning my job much easier. Review collected by and hosted on G2.com.

SB
Tax Manager
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about CCH ProSystem fx Tax?

THe software is very easy to use and learn how to prepare tax returns with. It is very user-friendly, and their IT support is very helpful, especially for people who are new to their software. Their support is available, helpful, and patient. Review collected by and hosted on G2.com.

What do you dislike about CCH ProSystem fx Tax?

There is nothing that I dislike about the product. It checks all the boxes of what I want and need from a tax software, in order to prepare quality work for my clients. Review collected by and hosted on G2.com.

What problems is CCH ProSystem fx Tax solving and how is that benefiting you?

We are able to prepare accurate tax returns for a vast number of clients. ProSystems e-file functionality, diagnostics checks, etc. are easy to use and work well. Review collected by and hosted on G2.com.

Michael Q.
MQ
Investment Tax Intern
Financial Services
Enterprise(> 1000 emp.)
More Options
Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about CCH ProSystem fx Tax?

I like the user interface and how it is pretty easy to use. Review collected by and hosted on G2.com.

What do you dislike about CCH ProSystem fx Tax?

I dislike that there are a lot of delays when calculating the return. Review collected by and hosted on G2.com.

Recommendations to others considering CCH ProSystem fx Tax:

Practice will help you familiarize yourself with all of the capabilities of the software. There are a lot of features and functions that CCH Prosystem fx has. If you get stuck on something, you can always contact customer service or use the reference button to see where the numbers are coming from. To clear e-file diagnostics, CCH Prosystem gives you in great detail on how to clear the diagnostics. Review collected by and hosted on G2.com.

What problems is CCH ProSystem fx Tax solving and how is that benefiting you?

It allowed me to file returns seamlessly for current year as well as amended returns. It is pretty simple to use and the end result is pretty accurate.

One problem that I wished CCH Prosystem has a fix for is projections for the next year estimates. There is no functionality for that as of now and that is why our organization uses BNA Income Tax Planner to forecast next year's estimated taxes. There are also some features that I wish had a better tutorial for. For example for new tax laws that have been implemented in recent years such as Qualified Opportunity Zones, it would be great to have an example on how to fill out that specific form. It is only after playing around with the system that I was able to figure out where it would go on a tax return. Review collected by and hosted on G2.com.

Verified User in Accounting
UA
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: Organic
What do you like best about CCH ProSystem fx Tax?

ProSystem Tax fx handles the most complicated returns, from those with 50 W-2s to taxpayers who live and work abroad, but must still file US returns, and where the foreign tax credit will eliminate all US taxes. The system is relatively intuitive, but there are many input forms, and getting from input to government and vice versa is a great tool. I have used many of the elite software packages, such as ProSeries and LaCerte, and none compare at all with ProSystem Tax fx. Review collected by and hosted on G2.com.

What do you dislike about CCH ProSystem fx Tax?

ProSystem Tax fx is complicated in its design, and you have to get used to the input methods. That can take time. Once you are familiar with the data input methods, the system can produce virtually any return for any US taxpayer anywhere in the world. All bases are covered. The only negatives are the cost of the full package and tech support, which is very hard to get to. Review collected by and hosted on G2.com.

Recommendations to others considering CCH ProSystem fx Tax:

Use the free trial. Have tech support convert your current files into PFX formatted files. Try it out. If you do not see an artistic difference from the software you are now using, cancel. I find it to be superior to all of the others out there. Review collected by and hosted on G2.com.

What problems is CCH ProSystem fx Tax solving and how is that benefiting you?

We are a few multitier partnerships, and getting the partners distributive shares is very time consuming and headache creator. PFX does the work for us and the number are what they should be in the appropriate boxes on the K-1 forms. PFX helped us streamline the processes, and provided our client with the K-1s before the March 15 deadline. Review collected by and hosted on G2.com.

Verified User in Accounting
UA
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about CCH ProSystem fx Tax?

Pro-Systems fx (PFX) is the most complete tax preparation software that I have ever used, and over a long career as a tax practitioner, I have use most everything out there, from "at home" programs to the more sophisticated programs from Intuit and Thomson-Reuters. PFX simply does it all. There are somethings I do not like, but generally, the programs do everything you can ask of a tax program. It is easy to following, easy to move from government forms to input forms, and easy to edit. The diagnostics are second to none, and none of the tedious repetition that I find in the Intuit products. I especially like the built in Canada and Australia tax treaty elements of the individual tax programs. Review collected by and hosted on G2.com.

What do you dislike about CCH ProSystem fx Tax?

I am not happy with the automated transfer of data from K-1s to individual returns. The automated data flows only the the K-1 input forms, and not to the 1065/1120S/1041 input forms, which are far more detailed and comprehensive than the K-1 input forms. And the state if different data does not transfer at all. But these are minor compared to the vast breadth of the programs. Review collected by and hosted on G2.com.

Recommendations to others considering CCH ProSystem fx Tax:

If you are using another premium software, and are thinking about a change, I strongly suggest you contact PFX sales and get a free trial. I think you will find PFX (and its sister programs that are in the cloud) to be most comprehensive software you have ever used. Throw you most complicated return at it. You will be pleased with the results. Review collected by and hosted on G2.com.

What problems is CCH ProSystem fx Tax solving and how is that benefiting you?

The office has no problems with PFX that technical support has not been able to solve. For inexplainable reasons, PFX creates some shadow pages, and seemingly, only tech support can make them go away. But this is a minor issue that happens maybe once or twice per year. But PFX runs circles around most of the other software on the market, including Pro-Series, Lacerte, ProConnect, and UltraTax. This is particularly true, in our experience, for multi-tier partnerships and LLCs, such as real estate partnerships with different levels of ownership and law partnerships with many levels of partners and profit participations. We have used the others, leaving PFX in 2010 for a disastrous year with UltaTax. Review collected by and hosted on G2.com.

Verified User in Accounting
UA
Enterprise(> 1000 emp.)
More Options
Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about CCH ProSystem fx Tax?

Intuitive. Interface could be cleaned up a bit in worksheet view, but good on the whole. Review collected by and hosted on G2.com.

What do you dislike about CCH ProSystem fx Tax?

Too many override boxes. Need to be streamlined. Review collected by and hosted on G2.com.

What problems is CCH ProSystem fx Tax solving and how is that benefiting you?

Ease of use. Definitely need to figure out state sourcing with multiple states for 1040. Review collected by and hosted on G2.com.

CN
Staff Accountant
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: G2 invite
Incentivized Review
What do you like best about CCH ProSystem fx Tax?

You can change any options needed, up to and including interest rates for tax penalties etc Review collected by and hosted on G2.com.

What do you dislike about CCH ProSystem fx Tax?

They were a little slow on their understanding and updates of the new tax bill. Review collected by and hosted on G2.com.

Recommendations to others considering CCH ProSystem fx Tax:

It is great for experienced the tax return preparer, but might be overwhelming for newbies. Review collected by and hosted on G2.com.

What problems is CCH ProSystem fx Tax solving and how is that benefiting you?

It is a solid tax preparation software with the adaptability to cover a multitude of situations. Review collected by and hosted on G2.com.