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Wolters Kluwer

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949 reviews
  • 36 profiles
  • 40 categories
Average star rating
4.2
Serving customers since
1987

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CCH ProSystem fx Tax

133 reviews

CCH® ProSystem fx® Tax is a comprehensive tax compliance and productivity software suite designed for tax and accounting professionals. It offers a robust platform that integrates various aspects of tax preparation, ensuring accuracy and efficiency in managing client engagements. Key Features and Functionality: - Comprehensive Tax Compliance: Supports a wide range of tax returns, including individual, corporate, partnership, and non-profit filings, covering federal, state, and local jurisdictions. - Integrated Suite: Part of the ProSystem fx Suite, it seamlessly integrates with modules for tax planning, trial balance, fixed assets, practice management, document management, and more, facilitating a unified workflow. - Advanced Automation: Automates routine tasks such as form population, data entry, and calculations, reducing manual workload and minimizing errors. - Real-Time Collaboration: Enables multiple team members to work on the same return simultaneously, enhancing collaboration and reducing processing time. - Diagnostic Tools: Provides real-time error checking and data validation features to ensure compliance with the latest tax laws and regulations. Primary Value and User Solutions: CCH® ProSystem fx® Tax streamlines the tax preparation process by automating routine tasks and integrating various compliance modules, allowing professionals to handle more clients efficiently. Its comprehensive coverage ensures that firms can manage diverse client needs, from simple individual returns to complex corporate filings. The software's real-time collaboration and diagnostic tools enhance accuracy and compliance, reducing the risk of errors and penalties. By providing a unified platform for tax compliance and practice management, it enables firms to optimize their workflows, improve productivity, and deliver superior client service.

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Wolters Kluwer

14 reviews

Wolters Kluwer offers a comprehensive suite of financial solutions designed to enhance efficiency, ensure compliance, and drive informed decision-making for financial institutions. Their products integrate advanced technologies with deep industry expertise to address the complex challenges faced by finance professionals. Key Features and Functionality: - OneSumX for Finance, Risk, and Regulatory Reporting: An integrated platform that provides a unified data model, accounting hub, and financial reporting system. It supports multi-entity, multi-GAAP consolidation, ensuring accurate and timely regulatory compliance. - CASH Suite: A multi-module solution that streamlines commercial lending processes, including financial analysis, risk management, pricing, credit communication, and portfolio management. - Expere: A centralized compliance system that automates document generation across various business lines, ensuring consistency and accuracy in compliance documentation. - eOriginal eAsset® Management: An electronic asset management system that enables secure creation, management, and monetization of digital loan assets, ensuring compliance and legal enforceability throughout the loan lifecycle. Primary Value and Solutions Provided: Wolters Kluwer's financial solutions empower institutions to navigate the complexities of regulatory compliance, risk management, and financial reporting. By integrating advanced technologies with expert insights, these solutions enhance operational efficiency, reduce compliance risks, and provide actionable data for strategic decision-making. Financial institutions benefit from streamlined processes, improved accuracy, and the ability to adapt to evolving regulatory landscapes, ultimately driving business growth and stability.

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Star Rating

484
396
54
7
8

Wolters Kluwer Reviews

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Profile Name
Star Rating
484
396
54
7
8
Christian A.
CA
Christian A.
Sales Executive | Administration Secretary
07/29/2026
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review

Flexible Report Extraction Customization in a User-Friendly Experience

The report extraction customization is flexible, and the overall experience is user-friendly.
Verified User in Banking
AB
Verified User in Banking
07/27/2026
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review

Versatile Audit Tool with Room for Improvement

I think TeamMate+ is quite smartly designed with a reputable company backing it, which is helpful. The assessment feature is probably my favorite, as it has great potential for risk assessment in the audit-focused domain. I like how the tool is good at helping us do risk assessments in a structured way that can be tagged to audits. It has some strong modules, especially in risk and control assessments, and it's good at managing visibility within audits. There's some cool report generation functionality and powerful API integration capabilities. Overall, it's a standard jack-of-all-trades product giving a good overview of many auditing aspects. TeamMate+ helps us gain valued insights in risk assessment and align it with our organizational structure. The rich data it provides helps to focus on what matters, and its report generation offers nice dashboards and powerful reporting capabilities. I also appreciate the really good support from the local partner in South Africa.
Verified User in Hospital & Health Care
UH
Verified User in Hospital & Health Care
07/27/2026
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review

All-in-One Audit Organization That Keeps the Whole Team Aligned

I like that everything is in one place. It helps keep audit files organized, makes it easy to follow up on outstanding items, and everyone on the team can see the progress without going back and forth over emails.

About

Contact

HQ Location:
Alphen aan den Rijn, NL

Social

@Wolters_Kluwer

What is Wolters Kluwer?

Wolters Kluwer (EURONEXT: WKL) is a global leader in information, software solutions and services for professionals in healthcare; tax and accounting; financial and corporate compliance; legal and regulatory; corporate performance and ESG. We help our customers make critical decisions every day by providing expert solutions that combine deep domain knowledge with technology and services. Wolters Kluwer reported 2024 annual revenues of €5.9 billion. The group serves customers in over 180 countries, maintains operations in over 40 countries, and employs approximately 21,600 people worldwide. The company is headquartered in Alphen aan den Rijn, The Netherlands.

Details

Year Founded
1987
Ownership
AMS:WKL