CCH ProSystem fx

CCH ProSystem fx

Wolters Kluwer
+

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About

CCH® ProSystem fx® suite, get integrated tax, accounting and audit, and workflow software tools in one award-winning solution. Maximize productivity and profits with integrated tax and accounting tools. Designed by the leaders in tax and accounting research, CCH® ProSystem fx® is used by the majority of the nation’s top accounting firms and business. An integrated tax, accounting, and workflow solution, CCH® ProSystem fx® enables you to increase accuracy, efficiency, and security, enhance client relationships. Build opportunities for additional revenue.CCH® ProSystem fx® Tax handles all types of federal and state returns, offers extensive electronic filing services, and automates computation and report generation. Improve workflow with a suite of integrated solutions including document management, firm management, knowledge management, and client collaboration. Help Mid-Large sized firms increase efficiency through the standardization of processes and workflows across their firm.

About

SafeSend’s mission is to automate the tax and accounting profession with innovative, emerging technologies that help practitioners work more efficiently and serve their clients better. Progressive accounting firms and tax professionals rely on our unique and robust solutions to make their lives easier and their work more enjoyable. SafeSend offers several foundational technology solutions for the tax and accounting profession. Our flagship offering, SafeSend Returns® is a multi-year winner of the CPA Practice Advisor Technology Innovation Award and has redefined the way accounting firms digitally assemble, securely deliver, and quickly capture e-signatures from clients for completed tax return packages. Additional tools we offer include, TicTie Calculate®, an Adobe® Acrobat® plug-in for accounting professionals, and SafeSend Exchange™, the secure, bi-directional file exchange system.

About

Whether you’re attempting to manage hundreds of documents or trying to track the status of an engagement, Suralink’s dynamic workflow solution will help you reduce the amount of time and effort required to keep engagements on track. Suralink simplifies the engagement process for your clients, ensuring they have an enjoyable experience they’ll want to repeat with you year after year. Create document request lists and set timelines of completion so documents stay on track. All your client requests are in one place, updated in real time, and accessible by everyone working on the engagement. Import your existing spreadsheet list for ultra-fast setup. Create templates to reuse when adding new clients. Create a unique experience and help users feel secure by creating a custom sub-domain that has your name and logo at the login page and in system emails.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Mid to large accounting firms that need an integrated suite solution for tax, accounting, audit and workflow software

Audience

Accounting firms, Tax professionals

Audience

Audit solution for companies

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Wolters Kluwer
Founded: 1913
United Kingdom
taxna.wolterskluwer.com/professional-tax-software/prosystem-fx

Company Information

SafeSend
Founded: 2008
United States
safesend.com

Company Information

Suralink
Founded: 2014
United States
www.suralink.com

Alternatives

Vertex

Vertex

Vertex Inc.

Alternatives

Alternatives

AuditDashboard

AuditDashboard

Audit Dashboard Inc.
ATX

ATX

Wolters Kluwer
CCH Axcess Tax

CCH Axcess Tax

Wolters Kluwer
CCH iFirm

CCH iFirm

Wolters Kluwer
UltraTax CS

UltraTax CS

Thomson Reuters
DT Practice

DT Practice

Thomson Reuters

Categories

Categories

Categories

Tax Practice Management Features

Approval Process Control
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
Scenario Planning
Tax Filing
Tax Forms
Workflow Management

Audit Features

Alerts / Notifications
Audit Planning
Compliance Management
Dashboard
Exceptions Management
Forms Management
Issue Management
Mobile Access
Multi-Year Planning
Risk Assessment
Workflow Management

Integrations

Adobe Acrobat
CCH Axcess Tax
CCH ProSystem fx
CDG Elements
Doc.It by IRIS
GoSystem Tax RS
Kinective Bridge
Lacerte
LukkaTax
Microsoft Outlook
ProfitCents
QuickFee
SafeSend
UltraTax CS
Verito Technologies
Workpapers CS

Integrations

Adobe Acrobat
CCH Axcess Tax
CCH ProSystem fx
CDG Elements
Doc.It by IRIS
GoSystem Tax RS
Kinective Bridge
Lacerte
LukkaTax
Microsoft Outlook
ProfitCents
QuickFee
SafeSend
UltraTax CS
Verito Technologies
Workpapers CS

Integrations

Adobe Acrobat
CCH Axcess Tax
CCH ProSystem fx
CDG Elements
Doc.It by IRIS
GoSystem Tax RS
Kinective Bridge
Lacerte
LukkaTax
Microsoft Outlook
ProfitCents
QuickFee
SafeSend
UltraTax CS
Verito Technologies
Workpapers CS
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